Grouping, filtering, and aggregation
Add multi-level grouping, row filters, and aggregation functions to your report.
Raw row-level data is a starting point. Grouping, filtering, and aggregation turn that raw data into the summaries and breakdowns your team actually needs.
Adding grouping levels
Grouping collapses individual rows into categories so you can see totals, averages, and counts at each level.
In the report builder, open the Grouping section in the left panel.
Click Add Group and select a dimension column -- for example, "Region."
To add a second level, click Add Group again and pick another column -- like "Product." Genuics nests the second group inside the first, so you see Products within each Region.
For date columns, choose a date aggregation level: daily, weekly, monthly, quarterly, or yearly. This buckets your dates automatically -- no manual formulas needed.
Set the sort order for each group (ascending or descending) to control how categories appear.
You can add as many grouping levels as you need, though two or three levels usually give the clearest results.
Example: NPS by Region and Product
Say you have customer feedback data with columns for Region, Product, and NPS Score. Add "Region" as your first group and "Product" as your second. Set the NPS Score column's aggregation to avg. Now you see the average NPS for every Region-Product combination -- and Genuics calculates subtotals for each Region automatically.
Subtotals and grand totals
When grouping is active, Genuics can insert subtotal rows at each grouping level and a grand total row at the bottom. Both are enabled by default.
- Show Subtotals -- adds a summary row after each group. For example, a subtotal for "North America" that rolls up all products in that region.
- Show Grand Total -- adds a single row at the very bottom summarizing the entire report.
Toggle these on or off in the report settings. Subtotals use the same aggregation function you have set on each column (sum, average, count, etc.), so they always match your report's logic.
Filtering rows
Filters narrow your report to only the rows that match specific conditions. The filter builder works the same way as dashboard filters, so if you have used those, this will feel familiar.
Open the Filters section in the left panel and click Add Filter.
Select a column, an operator (equals, contains, greater than, between, etc.), and a value.
To add more conditions, click Add Filter again. By default, multiple filters within a group are combined with AND logic -- all conditions must be true.
To switch to OR logic (any condition can be true), click the AND label between conditions to toggle it to OR.
For complex logic, add a filter group. Groups let you nest AND/OR blocks -- for example, "(Region = North America OR Region = Europe) AND (NPS Score > 7)."
Aggregation functions
When grouping is active, each numeric column needs an aggregation function to determine how values are summarized. Genuics supports five built-in functions:
| Function | What it does | Example use |
|---|---|---|
| Count | Number of non-empty values | How many responses per region |
| Sum | Total of all values | Total revenue per product line |
| Avg | Arithmetic mean | Average satisfaction score per team |
| Min | Smallest value | Lowest response time in each category |
| Max | Largest value | Highest deal value per quarter |
Set the aggregation per column in the column settings panel. If your column has a special calculation mode (like NPS or CSAT), Genuics uses the correct formula automatically -- NPS calculates (Promoters - Detractors) / Total, and CSAT calculates the top-box percentage.
Multi-column sorting
You can sort your report by multiple columns at once. Each sort rule has a column and a direction (ascending or descending).
Open the Sort section in the left panel.
Click Add Sort Rule, pick a column, and choose ascending or descending.
Add more rules to break ties. The first rule is the primary sort; subsequent rules apply within ties.
For example, sort by Region (ascending), then by NPS Score (descending) to see the highest-scoring products first within each region.
What's next
If you need computed fields that go beyond the built-in aggregations, see Using calculated columns.
For the basics of creating a report and choosing columns, go back to Creating a report.