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Show Formula Results in CR Detail Reports

Mar 13 at 01:44 PM

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I have a field "Status". This field has three different entry options; Juror, Returned, and Alternates.

I need to sum/count the total number for each CaseID (Grouping by):

Data will be display in detail section of CR report as follows:

Question:

How do I get the results to display in detail section of CR, with a sum total?

I have the following formula field:

// Formula name: Juror Count/Sum

IF {PANEL_SUMMARY_REPORT_VIEW.STATUS} = "Juror" THEN 1 ELSE 0

But, it displays like so:

cr-matrix.jpg (167.9 kB)
results.jpg (63.0 kB)
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2 Answers

Abhilash Kumar
Mar 13 at 01:47 PM
1

Hi Juan,

1. Insert a Group on the Case# field

2. Move all fields (except the formula field you created to display Juror count) from the Details Section to the Group Footer

3. Go to the Insert Summary Option > Select the Formula field to sum on > Under Summary Location select Group Footer

4. Create similar formulas and summary fields for the remaining fields as well.

5. Suppress the Details Section.

-Abhilash

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Abhilash:

Thank you, your step-by-step guide was a huge help and I was able to incorporate them for a final result. The only thing I add was a suppress of the Group by Case_ID.

cr-results.jpg (166.5 kB)
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Juan Ramirez Mar 14 at 09:00 PM
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Abhilash, thank you. I have left a comment for you.

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