SmartList Builder 2018

Adding Summary Pages

When a report is consolidated into a single workbook, you can create a summary page for the Excel Report. The summary page displays summary values for each company. You cannot create a summary page when a report has been consolidated into a single worksheet.

To add a summary page:

1.	Click the Options button.

2.	Mark the Multicompany report option and mark the companies that you want included in the Excel Report.

3.	Mark the Consolidate all reports into a single workbook option.

4.	Mark the Create Summary Page option.

5.	Add summary fields.

6.	Click Save.

To add a summary field:

1.	Click on the Add button.

2.	Select the field.

3.	Select the summary method.

4.	Click Save.