Summary Columns allow you to pull summary values or section counts from one report section to another. These can be useful when you need several report sections to calculate your desired information and want to highlight your results in a single report section. There are two types of special Summary Columns in Apricot's Report Builder: Section Summary and Section Count.

Note: Summary Columns cannot be used to display data that is in the same report section as the Summary Column. Sections containing Summary Columns also cannot be referenced by other sections' Summary Columns. It is recommended best practice to add Summary Columns to their own report section.

A Section Count column can take the count value displayed in any report section (ex. Total Rows, Tier 1 records, Tier 2 records) and bring it into its own column in another report section. This can be useful to highlight a particular data point and/or allow us to use that count in more complex mathematical functions.

Follow the steps listed below to learn how to display section counts throughout a report.

In the Report Actions palette, select '+ Add New Section'.

Then, click the green gear icon to open the Section Properties and rename your summary section. Select Apply to save your changes.

In the upper right-hand corner of the Report Builder, click on Special Columns in the Field Choices palette then expand Summary Columns. Drag and drop the Section Count column into your summary section.

Find the report section with the count you want to display in the Section Count summary column. The section's count is determined by the Count option selected within its column properties.

In our example, the 'Participants with Income Increase' report section counts the total number of Participant Profile Records that are pulled into the section.

Open the Section Count column's properties by clicking the gear icon next to its name. We recommend changing the column name in the Name field based on what summary value it represents.

Then, click the dropdown field to select which report section contains the count you want to display in your Section Count column.

Once the Section Count's properties have been set, select Apply to save your changes.

Now in our example report, you'll see the count that is displayed in the 'Income Increase' report section has been carried over to our Section Count column.

Finally, save your report from the Report Actions palette. You can also publish the report to make the changes immediately available to other users running the report.