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My client currently has a report that they only want to see summaries of. Currently we see:

enter image description here

But they only want to see the total number of records summarized and the Summarized Dollar amount.

I created a Formula in the Report to summarize the Amount data, but when I remove the Amount field the report disapears. Any other ideas?

EDIT: They want to be able to export the results. The hide button doesn't work because when you export, it still grabs all the values.

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  • there's always Conga Composer
    – cropredy
    Feb 27, 2015 at 22:23
  • @crop1645 Hmmm never heard of that.... but unfortunately isn't free. Might be useful down the road though or for other projects.
    – dphil
    Feb 27, 2015 at 22:28
  • This product allows one to send from SFDC formatted excel output to your users via email on a schedule or on-demand via a click or via workflow; great tech support. well worth it
    – cropredy
    Feb 27, 2015 at 22:31

1 Answer 1

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On any report you should see a button to Hide Details. This should accomplish what you are looking for.

Hide Details Button

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  • Close. The only reason this doesn't work is because they want to export it it. +1 anyways though.
    – dphil
    Feb 27, 2015 at 22:36

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