Help guides

Creating your own reports (cross tab)

Creating a cross-tab

Cross-tabs are very powerful tools, perfect for analysing your data in more detail. The best way to understand how to use them is simply to have a play around. They can be saved, but they’re really better suited to on-screen analysis.

A cross-tab is built from three types of information that can be ‘dragged and dropped’ from ‘Available fields’ – ‘Column group’, ‘Row group’ and ‘Data values’.

Let’s say you want to create a cross-tab to understand an event's fundraisers in more detail. Here’s what you’d need to do:

Step 1
Drag the ‘event name’ field into the ‘Column group’ area.
Step 2
Drag the ‘event location’ field into the ‘Row group’ area.
Step 3
Drag the ‘number of fundraisers’ fields into the ‘Data values’ area.

You’ll see that a cross-tab has been created, which you can now edit further to display what you want to see.

Screenshot - Creating cross tabs
NB: screenshot has had summary columns and rows removed to make it easier to read.

True and false values

 

If you have created a report where the data is not numerical (e.g. a report on whether charity marketing is allowed), the results will be displayed as 0 (not true) or 1 (true) in each column (e.g. Charity Marketing Allowed = 1 = True).

Removing columns and rows

 

To remove a column or row, you can either ‘drag and drop’ it from the cross tab or click the column/row and select ‘Remove from Crosstab’.

If you’ve created a complex report with lots of column/row groups, you can remove the summary rows and columns by selecting ‘Remove Row Summary’ or ‘Remove Column Summary’. This will simplify the report and make it easier to analyse.

More complex cross-tabs

 

You can ‘drag and drop’ more than one field in the Row Group or Column Groups (e.g. to see all the bank accounts belonging to the same sort code). The field will go brown when it’s okay to drop it in.

Adding titles

See our guide to editing flexible reports for details on how to save your changes.

Back to 'Creating your own reports' help guide

 

Header - Last updated
10 August 2009