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Report Designer - Using Reset Section and Evaluate Section to ensure totals calculate correctly

In Report Designer, to ensure that report totals calculate correctly, the Reset Section and Evaluate Section settings must be set correctly. This article explains how to use these settings and gives examples of how they affect your report totals.

Reset Section

This option determines at what point on the report a total starts calculating again from zero.

To set this option select the relevant total and in the Properties pane, select Reset Section and choose from the following:

  • (None) - The total is cumulative for the whole report.
  • Group header or footer - Choose from a list of the group headers and footers on the report. The total then calculates separately for each instance of the group you choose.

Generally, the Reset Section option should be set to the section that contains the total.

Evaluate Section

When a combination of variables from different tables are used in the same section on a report, it can cause duplicate values. These duplicate values are then included the report totals, making them incorrect. The Evaluate Section option prevents this by controlling how many times a value is included in the total.

To set this option select the relevant total and in the Properties pane, select Evaluate Section and choose from the following:

  • (None) - The total includes all instances of the value on the report.
  • Header or footer - Choose from a list of the headers and footers on the report. The total then includes only one instance of the value for each instance of that group.