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How to add a percentage breakdown of CA/PA records based on status

By Alan Blair

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1. Launch Report Designer from the CA/PA list view.
2. Right-click on the Detail band, select [Insert Band] and then [Group Footer].
3. On the left-hand side, expand Standard Controls in the Toolbox and drag and drop a Pivot Grid into the Group Footer.
4. Position and re-size the pivot grid as needed.
5. Click on the [>] icon at the top-right hand corner of the pivot grid and select [Run Designer]. If you don't see the [>] icon, click the pivot grid and it will appear.

 

6. In the Property Editor, click the [Add] button.
7. In the property grid that appears on the right hand side, select 'Status' in the drop-down list for Data Column Name.

8. Set the Caption to 'Status Name'.
9. Click the [Add] button again.
10. For the second field created, select 'Status' in the drop-down list for Data Column Name.
11. Set the value of the Caption to 'Status'.
12. Change the value of Summary Display Type to 'Percent of Row'.
13. Change the value of Summary Type to 'Count'.

 

14. On the left hand side, click [Layout].
15. Drag and drop the Status field to the Drop Data Items Here area of the grid as shown below:

 

16. Click [Apply] and then close the Property Editor.
17. Save and preview your report.