How to Use Custom Report Summaries

When creating a Custom Report, the default format is to display your results as a list. While the list format is useful for seeing specific result information, the Summary format provides aggregated information when that is more useful.

To pull custom report Summary information, follow these steps:

1) Create your Custom Report query

If you haven't done this before, we'd recommend reading this tutorial first!

2) Choose the Summary + List format option

3) Customize the Summary (optional)

Note: You can always adjust the following variables and rerun the report as needed.

1. Edit the Summary columns
2. Click Add column to summarize more information
3. Edit what the results are summarized by

4) Click Run Report

5) View Results

After running the report, you'll see your Summary information below.

Have more questions? Feel free to reach out to us at support@seniorplace.io!