Report Types and Totals in the Header

A fairly common question we get in Report Toaster is how to include totals in the header. 

Before we answer this question however, it's important to first understand briefly how Report Toaster reports are setup

Report Types

All of our reports in Report Toaster are categorized according to two main types - list reports and summary reports

1. List reports split items into rows according to some preset rule. For example, Order Line Items is a list report that splits into one row for every item on the order. So an order with 3 items = 3 rows. 
   

1. Summary reports group items according to how many rows are needed. For example, Sales by Vendor splits into one row for every vendor's sales. If I added Product Type as a column on the report, it would now be one row for every combination of Vendor AND Product Type.
   

Totals in the Header

Due to the way the data is structured, totals in the header are only available on Summary reports. 

The best way to include them then is to simply start with a report that already has them! You can then simply change the columns, filters, sorting etc to suit your needs.

For tips on how to customize a report, see our Basic Guides section or our short video in our knowledge base. 

Depending on the type of report you're looking to create then, here's a helpful guide of some of our List reports that have a close Summary report equivalent.

Remember - if you want totals in the header, choose one from the Summary report column (bold): 

Report Type Breakdown
	List Report	Summary Report
Sales	Financial Detail	Financial Summary
Transactions	Transactions	By Gateway
Customers	Customers	Customer LTV
Inventory	Inventory Value	Inventory Value by Location
Inventory History	Inventory History	Inventory Value Over Time

Otherwise if you still need help in creating totals in the header, reach out to us at support@cloudlab.com and we'll be glad to get you sorted.

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