Create and View Cross Reports

1. Creating a Crosstab Report

• From New Report, choose the Blank template. Select the custom object to analyze and switch the report type to Crosstab. First select the Primary Object; once selected, its related objects populate automatically and you can pick additional ones as needed.
• Crosstab reports support both row grouping and column grouping. Column groups appear on the left side of the data table, row groups appear along the top. At the intersections of rows and columns you can apply various aggregations such as Count, Sum, Average, Max, Min, etc.

2. Editing a Crosstab Report

• The following examples illustrate typical scenarios. A crosstab can aggregate data across multiple dimensions simultaneously:
• Scenario 1: Show each Dept.’s sales by quarter for 2022
  • Row field: Primary Dept.; Column field: Order Date - Quarter; Aggregate field: Sales Order Amount (CNY) - Sum.

• Scenario 2: Show sales by quarter and month in 2022 for accounts owned by each employee
  • Row fields: Owner, Account Name; Column groups: Order Date - Quarter, Order Date - Month; Aggregate field: Sales Order Amount (CNY) - Sum.

• Scenario 3: Show each Account’s sales by quarter for 2022 and include province/region and account tier
  • Row group: Account Name; Column group: Order Date - Quarter; Aggregate field: Sales Order Amount (CNY) - Sum; Attribute dimensions: Province, City, District, Account Tier.
    • Note: When a row group uses a “primary attribute” field for grouping, other fields dragged from the same object default to Attribute columns. You can change them to group fields via the “Group” dropdown; removing grouping reverts them to Attribute columns. Primary attribute fields cannot be converted to Attribute columns (i.e., you cannot remove grouping from the primary attribute field).

• Scenario 4: If your organization has Multi-Timezone enabled, show Sales Order Amounts by Dept. personnel for August 2022 in UTC+8
  • Row group: Assigned Dept.; Column group: Owner; Aggregate field: Order Amount (CNY) - Sum; Timezone: UTC+8.
    • Note: The crosstab editor supports timezone switching. When you select UTC+8, data displays according to UTC+8. If Order Date is configured as a field attribute that does not use multi-timezone, and the user selects “Business Occurrence Timezone”, the report will reflect the actual business-occurrence timezone—this example displays according to UTC+8.

• Feature notes:
  • Support multiple row and column groups, up to 5 groups in total.
  • Support up to 5 aggregate columns.
  • Date & DateTime fields can be grouped by Year, Quarter, Month, Day.
  • Display row and column subtotals and grand totals, with options to toggle visibility; horizontal grand totals support configurable display position.
  • Aggregated values, subtotals, and grand totals support click-to-view detail.
  • Support sorting on group fields and filtering of data ranges.
  • Support forwarding, exporting, posting, and subscribing.
  • Other style and configuration options for crosstabs are the same as for ordinary Reports; see Reports for details.

3. Viewing a Crosstab Report

• Report view layout:
  • Filter scenario tabs: switch among different scenarios.
  • Header area: allows sorting row and column groups and provides filtering for all header-area data.
  • Data range: edit preset filters and set whether they are exposed.
  • Data display area:
    • Group area: displays row and column groups merged visually.
    • Aggregate area: displays group-level aggregates as rows.
    • Subtotal area: shows incremental totals for each level of row and column groups.
    • Grand total area: shows overall row/column totals across all data.

3.1 Freezing in Crosstabs

• Group fields are frozen by default in crosstabs. Aggregate fields do not support freezing.

3.2 Dept. Field Display and Drill-down

Different Dept. field types behave and display differently when used for grouping in a crosstab:

• Primary Dept.: When grouped alone, it shows as a consolidated roll-up; click to expand to the next level until finally showing the Owner.

• Primary Dept. with Owner: When both Primary Dept. and Owner are used as groups, the view displays as Tiles and does not support drill-down.

• Assigned Dept. and Custom Dept.: Display as Tiles by default and do not support drill-down.

Note: Filter scenarios, data range, header filtering, group-field sorting, links to CRM detail pages, timezone switching, and other related behaviors follow the same rules as ordinary Reports; refer to Reports for specifics.