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How to add a grouping in the Lightning report builder

Grouping is not a Setup switch. It lives in the report builder, and the format changes the moment the first group lands.

Steps
4
Steps
Level
Intermediate
Level
Category
Analytics
Category
By Dipojjal Chakrabarti · Founder & Editor, Salesforce DictionaryLast updated Jul 31, 2026

Grouping is not a Setup switch. It lives in the report builder, and the format changes the moment the first group lands.

  1. Open the report in edit mode

    From the Reports tab, open the report and click Edit. Starting fresh works too, but pick the report type carefully: it decides which fields you can group by.

  2. Click Outline

    The Outline pane holds GROUP ROWS, GROUP COLUMNS and COLUMNS. The first two lists are where all grouping happens.

  3. Add the group

    Under GROUP ROWS, open the Add group picklist and choose a field. Repeat under GROUP COLUMNS if you want a grid rather than a stack of sections.

  4. Summarise a field, then save and run

    Open a numeric column's menu and pick Summarize, then Sum or Average. Subtotals under each group only appear once something is being summarised.

GROUP ROWSremember

Up to three levels on a summary or joined report, two once it becomes a matrix.

GROUP COLUMNSremember

Adding one flips the report to matrix format. Two is the maximum.

Group Dates Byremember

On a date group: day, week, month, quarter, year, plus the fiscal versions.

Gotchas
  • A matrix report will not let you use the same field as both a row grouping and a column grouping.
  • Removing a grouping breaks any custom summary formula that named it, and you only find out when the report runs.

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