- Public Knowledge Base
- Reports
-
Getting started
-
Account Management
-
Practice Administration
-
Moving to Power Diary
-
Appointments and Reminders
-
Client Notes, Forms and Files
-
Communication
-
Invoices and Payments
-
Automations
-
Client Portal
-
Telehealth
-
Reports
-
FAQs and Troubleshooting
-
Integrations
-
Support News and Announcements
-
SPAM Email Issue 25 Aug 2024
Grouping Reports
Refine your Power Diary reports by grouping data. If you see 'Drag a column here to group by that column' above a report, you can group it.
Some of our reports can be grouped by column headings which is great for refining the information that you see in these reports. If a report has an area above the main content with the text 'Drag a column here to group by that column' then it can be grouped. Follow the image below to learn how to group (in this example we're looking at the Payments report).
Grouping by the 'Received From' column: