This lesson will show you how to use the count function in a report. The count function allows a report to count the number of instances of a particular entity. In this case we will use a simply count to display the number of customers the client has from each company they work with.
Adding a count function
To add a count function, first add the entity that you want to count the instances of to the table as a column. As we want to count the number of customers, we shall use the field "Customer Name". When you hover the mouse over the column you want to turn in to a count, you will notice a small "f" icon on the right hand side of the screen.
clicking this will open a dropdown menu from which you can select "Count". This will turn the column in to a count column.
Name the count
As you can see, the column name is now prefixed with "Count of". It will probably be appropriate to change the title of new count column, which you can do as you would with a regular column. Once this is complete you can preview or run the report to view the count function in action.
Count function in a report
As you can see here, instead of displaying a row for each customer from each company, the report now shows a row for each company with the number of customers displayed in the count column that has just been created.
Troubleshooting
When creating a count, it is important to remember that the order of columns in the report affects the output of the count function. This can lead to the count not functioning properly in complex reports or reports that include multiple counts.
If you are having problems getting a count function to work, please contact us on support@saascase.com