Grouping in Grids
Table Of Contents
Overview
Many grids within Khaos Control allow you to group data by a specific column, making it easier to analyse information without exporting it to a spreadsheet or reporting tool.
When data is grouped, Khaos Control organises the records into sections based on the selected column. Where applicable, numerical fields are automatically totalled for each group.
This feature is ideal for summarising large datasets and quickly identifying trends or totals.
Why Use Grouping?
Grouping allows you to analyse data more effectively by organising records into meaningful sections.
Common examples include grouping by:
- Customer
- Supplier
- Stock Item
- Product Type
- Category
- Date
- Status
This can help you:
- Review sales by customer.
- Analyse purchases by supplier.
- Summarise stock movements.
- Compare performance across categories.
- Identify trends without exporting data.
How to Group Data
Method 1: Keyboard Shortcut
- Click within the column you want to group by.
- Press: Ctrl + G
The grid will automatically group the displayed data based on the selected column.
Method 2: Grid Menu
- Click within the column you want to group by.
- Click the menu button located to the left of the grid column headings.
- Select: Group (Ctrl + G)
The data will be grouped using the selected column.
Grouping Date Columns
If you group by a column containing dates, the Group Options window will appear.
You can choose to group the data by:
- Day
- Week
- Month
- Year
This is useful for summarising information over specific periods.
Grids That Support Grouping
Not all grids support grouping. The following areas currently support this feature.
Reports
- Reports (results grid)
- Sales Summary reports listed below
Sales Summary
[ Sales Summary | Best Sellers ](both grids)- Sales Summary | Invoices
- Sales Summary | Payments
- Sales Summary | Sales Source | Agents (Type)
- Sales Summary | Sales Source | Agents (Detail)
- Sales Summary | Keycodes | Summary
- Sales Summary | Keycodes | Bestsellers
- Sales Summary | Management Reports | Outstanding Sales Orders
- Sales Summary | Management Reports | Sales Analysis
Sales Orders
Accounts
- Accounts | Tax (VAT) | Tax Register
- Tax Analysis Dialog
- Accounts | Tax (VAT) | Intrastat
- Accounts | Tax (VAT) | EC Sales List
- Accounts | Nominal Accounts | Detail Grid
- Accounts | Nominal Accounts | Unallocated Transactions
Supplier
- Supplier Summary | Purchase Orders
- Supplier Summary | Delivery Notes
- Supplier Summary | Supplier Returns
- Supplier Summary | Purchase Invoices
Customer
- Customer Service | Sales Orders/Invoices
- Customer Service | Back Orders
- Customer Service | Product Analysis
Stock
- Stock | Stock Movements
- Stock | Sales/Purchase Orders (Sales and Purchase grids)
- Stock | Sales Order Assignments
Sales Invoice Manager
CRM Manager
- CRM Manager | Tasks
- CRM Manager | Comm Log (Leads)
- CRM Manager | Quotes (Opportunities)
Notes
- Not all grids support grouping.
- Numerical columns may display totals for each group, depending on the screen being used.
- A grid can only be grouped by one column at a time.
- Date fields can be grouped by day, week, month or year.
- Grouping can be applied before exporting or saving data from supported reports.
Tips
- Group by Customer to analyse sales performance by account.
- Group by Supplier to review purchasing activity.
- Group by Date to quickly identify trends over time.
- Use grouping alongside filters to create highly focused reports without leaving Khaos Control.