This feature is available only on the latest version of Rise. If reports are missing from your navigation, check this article for migration steps. It’s free, takes less than a minute, and unlocks new features for your organization.

Need help setting up reports? Contact our support team or your onboarding specialist—we’re happy to create custom reports for you.

1. Set up your report

Before adding summaries and groupings, ensure your report includes the necessary data columns.

For this example, we’ll create a report showing average compensation by Primary Department and Gender across the company. Start with the Employee Master List Report and edit it to remove unnecessary columns.

2. Add a summary

Click Summarize to add the first summary. By default, the report will display a count of records matching the applied filters.

Click + Add another summary to include additional calculations, such as Sum, Average, Minimum, or Maximum. Choose the column you want to summarize, add multiple summaries, and use drag-and-drop (⋮⋮) icons to arrange them.

To remove a summary, click the minus (-) icon or use X Clear Summary to remove all summaries and groupings.

Note: Reports can display up to 2,000 grouped records. For example, you can summarize up to 2,000 departments (one grouping) or 1,000 departments and 2 locations (two groupings). A yellow banner above the report table will indicate how many records are displayed.

For this example, let’s add the average compensation rate.

A new calculated summary appears in the report. In this case, it shows the average compensation rate for all active employees.

3. Apply grouping

Click + Apply grouping to split summaries into groups. The first grouping is always by row, and additional groupings can be applied as either rows or columns.

Now, the data is broken down by department. However, compensation is displayed as hourly for most employees and salaried for Management, making comparisons difficult. We’ll add a filter to refine the view.

Filters can be applied based on any column included in your report.

Note: Once summaries and groupings are applied, you can’t modify report columns. To add a new column, first clear the summaries
(see Step 2).

In this case, we have all the necessary columns, so we’ll filter for employees with Hourly compensation.

4. Add Column-Level Grouping

Click + Apply grouping again and select “as columns” to further break down data.

For this example, we’ll add Gender as a second grouping.

Note: You can have a maximum of one column-level grouping at a time.

Select Gender to finalize the report.

The updated report now makes it easy to compare headcount and average hourly compensation rates by department and gender.

5. Adjust Your View

If needed, you can modify your summary setup. For instance, here’s the same data with both groupings applied as rows instead of columns.

6. Save and Export

Summaries and grouping settings are preserved when you save a report, so you can return to your preferred setup anytime. You can also download summarized reports as CSV files, just like any other report.