The Add Summary Metrics step in Create Report optionally adds one or more summary values to the top of the report, aggregated across every row. This step can be skipped by selecting Next without adding any metrics.

Suggested Summary Metrics

The Suggested Summary Metrics field offers ready-made summary values based on the columns already added to the report — for example, an overall total of a column already selected.

1. Select the + icon next to Suggested Summary Metrics
2. Select the desired metric

Custom Summary Metrics

The Custom Summary Metrics field builds a summary value from individual filter criteria, independent of the columns already added to the report.

1. Select the + icon next to Custom Summary Metrics
2. Search for and select the desired filter criteria
3. Configure the criteria's associated fields

Summary Metrics List

Every metric added, suggested or custom, appears in the Summary Metrics list, where it can be reviewed before continuing to Finalize the Report.