Summary Section in ConnectWise Report Writer

Summary tab

The Summary tab lets you build a table that aggregates your chosen fields using functions. It works almost identically to the Fields tab — the same actions and properties apply — with two differences:

• Quick Add and Pivot are not available in the Summary tab.
• Add Deltas is available only in the Summary tab.

For full details on field configuration (functions, grouping, formatting), see the Fields tab documentation.

Group fields

To group rows by a field value, set that field’s Function dropdown to Group. Rows with the same value collapse into a single summary row.

Deltas

A delta is the difference between two consecutive values in a sorted result set: the later value minus the earlier value. Select the Add Deltas checkbox to add a delta column alongside any numeric field in your summary.

Use deltas when you want to show change over time — for example, how much open ticket count shifted from one period to the next.