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 Summary column can take the summary value from any column in the report 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 summary data 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 Summary column into your summary section.

Find the column with the summary value you want to display in the Section Summary. The column must have a Summary option selected within its column properties to have a summary value.

Note: Report filters cannot be used with Summary Columns.

In our example, we want to take the average of the 'Monthly Income at Intake' field from the 'Participants with Income Increase' report section and display it in our summary section.

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

Then, click the first dropdown field to select which report section the column with the summary value is located in. The second dropdown field will then populate with every column in that section with a summary value (ex. totals or averages); select the column you want to display in the Section Summary.

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

Now in our example report, you'll see the average monthly income at intake age that was captured in the 'Income Increase' report section has been carried over to our Section Summary 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.