Do not fear, easy pivot reports are here! With the click of a button it is easy to turn a detail report into a summary report, on your terms. No complicated Excel knowledge needed.

Even adding data is easy. Click on Modify Report, on the Display tab place a check mark in front of the data you wish to include and click OK. This information will be available on the Field List to be included in the report.

In addition to including data, the Field List also includes the dates already detailed for you.This make organizing the data even easier. If you want to add a column for the total of a time period, for example, a total by Quarter. Right click on the "Date Quarter" field and change the Field Settings as appropriate.