An aggregate report takes data, usually grouped results or totals, that has been collected in one or more standard Apricot reports (called feeder reports) and allows you to view it all in one place. These reports eliminate row-level or individual record level information and provide you with the ability to manipulate high-level data into grids that summarize different data points.

Note: The Aggregate Report Builder tool is a premium feature only available for Apricot Enterprise (formerly 360) databases. Please reach out to the Account Management team here to learn more information about enabling this for your organization.

Users can create one aggregate report grid from multiple feeder reports or create many grids from one feeder report to highlight different kinds of information gathered in your organization's forms. By default, only Administrators can access the Aggregate Report Builder to edit and run aggregate reports. If your organization requires the ability for standard users to run aggregate reports as well, please contact Support for more information.

Note: While Support can grant access for standard users to run aggregate reports, the Drill Down feature in the report builder will remain unavailable to them. This means they will not be able to click into a grid cell to view the records that have been fed into the aggregate report.

Once this feature is enabled, the Aggregate Reports page can be found in the Administrator tab within the Report Center category of the navigation bar. This is where you create categories for your aggregate reports and access the report building tool.

Review the following articles to learn how to create a grid from scratch and manage the feeder report data within a grid using the Aggregate Report Builder.