Creating groups on your custom report

Required option: None
Allowed profiles: Brand manager, Sales manager, Sales administrator and Sales representative

The more information you display on your custom report the more you need to sort data to have an easy-to-read chart. Creating groups can help you achieve this by focusing on data that matter the most and displaying a total in parenthesis of the values linked this group. 

Here's a concrete example of creating groups in a custom Products report. By default, you see every product variant per line with ordered quantities and values and number of customer per variant. 

As a brand, you want to see which category is selling the most then total per product and variants details. To do so, follow the steps below:
 

1. Navigate to the Custom reports tab then select the Products dimension
    
2. Set the time period and data scope first (more details on Create a custom report tutorial)
    
3. Click on Columns on the right side of you chart and look for Category field that you will drag and drop to the Row groups section
    
4. Repeat the same process for the Product name field as you want to group all variants inside one row and not display on line per product's variant
    
5. Define all columns you need to display at the category, product name or variant level
    
6. Click on Save report tab at the top right to fill a specific title then decide if you want to share this report to all the brand users by selecting Yes. If not leave it as No
    
7. Click on Save report button to confirm