Query is a way to group records; it is not a reporting tool. As such, the output fields identify records included in the query. If a field with a one-to-many relationship is selected under Include records where or Result fields to display, the record may appear multiple times in the query: once for each time the record satisfies the selected criteria. This allows you to check your query to ensure you get the expected results.
The Summarize button's functions - Count, Sum, Average, Min, Max – allow you to see summarized information for one-to-many fields, rather than each value on a separate row in your query results.
| Summary Function | Description | Example |
| COUNT | For number or amount fields: the total number of records included. | Using the summarize function COUNT on Revenue\Amount in a constituent query will produce results that display the total quantity of revenue transactions per constituent. |
| SUM | For number or amount fields: the combined total of the numbers. | Using the summarize function SUM on Revenue\Amount in a constituent query will produce results that display the total value of revenue transactions per constituent. |
| AVG | For number or amount fields: the average of the numbers included. | Using the summarize function AVG on Revenue\Amount in a constituent query will produce results that display the average value of all of the revenue transactions per constituent. |
| MAX | For number or amount fields: the largest number is displayed. For date fields: the maximum or most recent date is displayed. | Using the summarize function MAX on Revenue\Amount in a constituent query will produce results that display the largest revenue transaction amount per constituent. Using the summarize function MAX on Revenue\Date in a constituent query will produce results that display the most recent revenue transaction date per constituent. |
| MIN | For number or amount fields: the lowest number is displayed. For date fields: to minimum or oldest date is displayed. | Using the summarize function MIN on Revenue\Amount in a constituent query will produce results that display the smallest revenue transaction amount per constituent. Using the summarize function MIN on Revenue\Date in a constituent query will produce results that display the oldest revenue transaction date per constituent. |
This five-minute Altru video will introduce you to the ad-hoc query summarization tool and how to use it in a query.
