Navigation:  How to > The Report Wizard > The Report Wizard Step 6: Setup Totals

Step 6 of the Report Wizard allows you to set up totals you would like to see when you run a report.

 

If you right-click on a report column heading in the Report Column Headings box, a pop-up menu appears where you can define a total, average, minimum, maximum, weighted rate, Weighted Average Remaining Maturity (W.A.R.M.), or Percent of Total for the column, if this type of calculation is possible. It is okay to select more than one type of total for a column. Once you select a total from the pop-up menu, that total will be displayed in the Report Totals window in the bottom-right of the screen, as shown in the following example.

 

 

Weighted rate and W.A.R.M. totals require multiple steps. The following directions explain how to set up weighted rate and W.A.R.M. totals.

 

Steps to Create a Weighted Rate Total

 

 

Steps to Create a W.A.R.M. Total

 

 

After creating a total, you can right-click on the total in the Report Totals box to delete, edit, or create a new total. Totals can use data from multiple columns. You may, for example, divide the total of one column by the average of another column.

 

When you have set up totals you want to show up on your report, click <Next> in the bottom-right corner of the screen. Step 7 of Report Wizard will appear.

 

See also:

Example of How to Create Totals

Definitions of all Operators

Definitions of all Functions in Step 6

 

 

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