About the Advanced Report Builder
The Advanced Report Builder was built to handle more complex reporting requirements and offers some unique features like building 2-page reports with independent field selections (Summary and Detail Views) and the ability to group results on the Summary View. Here are some examples of what we mean:
Start selecting fields for your report by dragging from the Available Fields to the Rows, Columns, Values, or Filters panel. The fields you select to show on the Summary and Detail views will usually be different, but Filters are always applicable for both Summary and Detail views.
The fields you add to the Rows section will appear in on the left-hand side of your report like normal report fields.
Add a field to the Columns section to group results by. Only 1 field can be selected for the Columns section. If you try to add more than 1 field to the Columns section, the previously selected field will be replaced with your new selection.
Add fields to the Values section to show counts and totals for your Rows, grouped by the Column field.
When you are done building your report, run it by clicking the Get Data button.
Here is an example of what you would get back on the Summary view if you built a report with Carrier Code and Carrier Name in the Rows, Invoice Status in the Columns, and Pay Amount and Count of Invoices in the Values:
When you build your report with the Advanced Report Builder, both Summary and Detail Views get created and are returned for you to view in Report Center. To switch between the views, just select the view you want to see from the dropdown under the report title.