Grouping Data in Your Event Report

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Seeing too much data on your reports to find what you are looking for? Maybe you want to look at one subset of data at a time or see overarching trends in your data. Grouping can allow you to more quickly analyze large amounts of data. To group the data in your reports, follow the steps below.

1 Customize your report. Begin by selecting your event. Hover over Reporting and, under Reports, click Reports. Run your report, making sure to filter your report by the necessary data.

2 Group your data. Once you have the data you need, hover over the ellipsis (...) in the top right of your chart or grid, and click Edit.

 
NOTE: If you do not see this option, the graph you are looking at cannot be grouped.

Additional settings will appear to the right. For a chart, scroll down to the Grouping section, and for a grid, click the neighboring tab, Groupings. From the dropdown, check which fields you would like grouped. You may select up to three. Rearrange the grouping order by dragging and dropping them into the correct order. Depending on the options you select, you may be asked to choose how it's sorted. Once you're done, click Update and your edits will be visible to your chart or grid.
 
 User-added image
 
The grouped data and graph will now be visible in your report.


If you'll be referencing this report frequently or adding it to a portal, hover over ...Actions in the top right of the report and click Save As. This will save all of the filters and report settings, making it faster to review the data in the future. To export the info, hover over ...Actions and click Export.

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