Summarize Report Data

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Summarize Report Data

When you want to know sum, average, highest, or lowest value of a numeric column (like Amount, Age, or Probability), summarize the column. Summaries calculate subtotals for every group in a report, as well as a grand total for all report data.

Required Editions

Available in: Salesforce Classic and Lightning Experience

Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Available in: Enhanced Folder Sharing

User Permissions Needed
To create, edit, and delete reports:	Enhanced Folder Sharing Create and Customize Reports AND Report Builder

Summarize report data from the report builder (in Lightning Experience).

Edit a report.
Find the numeric column you'd like to summarize. Click | Summarize, and then choose how you'd like to evaluate the data: Sum, Average, Max, Min (1).

A check mark appears next to already-applied summaries. Click You can apply all four summaries at once.
If you don't see the Summarize option, it means that the column isn’t numeric. To add a numeric column, expand the Fields pane and either double-click a numeric field or drag it into the Columns list.
Each field's type is denoted by an icon directly to the left of the field name. Numeric fields are identified by a number sign ().
Optionally, there’s a second way to summarize a numeric field (2).
1. From the Columns section of the OUTLINE panel, click the numeric field you want to summarize.
2. Then, select the summary function you wish to calculate: Sum, Average, Max, Min.
3. Click Apply

For each group in the report, every summary you apply appears as a subtotal. At the bottom of the report, summaries appear as a total (3). The report builder preview displays data for a limited number of records. Save and run the report to see everything.

Report with a numbered callout showing summaries in the report preview

When viewing the report on the run page, summaries also appear at the top of the report (4).

Report run page showing summaries at the top of the report

Example After building a basic opportunity report grouped by Stage, you can find yourself wondering what the sum and average amounts are for each stage.

No need to add amounts together. No need to write a formula. Instead, summarize the Amount column. Click | Summarize, and then choose how you'd like to evaluate the data: Sum, Average, Max, Min. For this example, choose Sum and Average.

Add a Summary Field

To add a summary field:

Double-click a number field in the Fields pane.
Drag a number field into the preview. Press CTRL to select multiple fields. For matrix reports, there are drop zones before, between, and after sets of summaries. For example, the sum, average, max, and min of Annual Revenue are a set, and you can't drop a new summary field between them.
Choose Summarize this Field in the column menu for a field already in the report.

To change an existing summary field, or add other summaries on that same field, click the more actions icon next to the summary field and choose Summarize this Field.

Reorder sets of summary fields in matrix reports by dragging them. The summaries for each field move together when dragged. For example, if your report contains the sum and average of Annual Revenue, and the max and min of Probability, you can drag the Probability summaries before or after the Annual Revenue summaries, but not between. Summaries can't be placed after custom summary formulas or Record Count.