To create summary report,

1. On the Report Homepage, click Create Report.
2. You will be directed to Create Report screen.
3. Select the Report Category, Report Type and choose Summary Report for Report Format, then click Next.
4. On Create Filters screen, you can define specific filter criteria that selected records must match, then click Next to continue.
5. On the Grouping and Sorting screen, you will be able to summarize data by grouping the selected fields. For example, you may group account report by industry to see the number of account in each industry or group quotation report by status to see the number of quotations in each status.

 6. Select fields you want to group from Available Fields section.

 7. The selected fields will appear in Group by section. 

 8. Click on field name to edit grouping properties.

 9. Click Apply to save changes

 10. Click Next to go to Choose Display Columns screen.

 11. Select fields from Available Field section to add to the report.

 12. Click Next to continue.

 13. On Chart Options screen, you may add chart to the summary report. 

  Note: This step is optional. More details can be found under Create Chart topic chapter. 

 14. Preview your report.

 15. Click Next to continue.

 16. On the Report Details screen, enter report name, report descriptions and choose a color theme.

 17. When finish, click Save to save your report.