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Knowledge base Reports & Analytics Group rows and add summary totals Reports & Analytics
LIVE UPDATED · 13 JUN 2026 · 1 MIN READ

Group rows and add summary totals

Tick Group & aggregate, add a dimension under Group by, then add measures (Count, Sum, Average, Min, Max) to turn a list into totals.

Summary mode rolls many rows up into totals: revenue by channel, units by product, stock value by location. Switch it on in the Summarize section.

The Summarize section with group-by and measures

How do I group and total a report?

  1. Tick Group & aggregate (summary mode).
  2. Under Group by, click + Dimension and pick a field to group on, for example sales channel or product. For dates you can pick a bucket such as by day, week or month.
  3. Under Measures, click + Measure and choose a function: Count, Sum, Average, Min or Max. Pick the field to aggregate (Count needs no field) and give it a label.
  4. Add more dimensions or measures as needed, then save.

Where do the grand totals show?

When you run a summary report, the totals across the whole result appear as headline cards at the top. You get the grand total and the per-group breakdown in one view.

Tip. Bucket a date dimension by month for a clean trend, by day for recent detail. The bucket dropdown only appears once you pick a date field to group on.

Common questions

What's a dimension versus a measure?

A dimension is what you group by, such as channel or product. A measure is what you total within each group, such as a count of orders or a sum of revenue.

Why doesn't my Count measure need a field?

Count tallies the rows in each group, so it needs no field. Sum, Average, Min and Max each operate on a specific field, so you choose one for those.

Can I group by more than one thing?

Yes. Click + Dimension again to add another group level, for example channel then month. The summary nests the groups in the order you add them.

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