What is Summarization?

When you use Reporting, summarization allows you to condense data into a custom object which can then be the basis of a dataview and inquired on using action views. Condensing data in this way means that, although you are not viewing live data, action views perform faster because less data is loaded.

Notes:
  • Configuring summarization should be the responsibility of technical users with a good understanding of the structure of your Salesforce data. If you do not have system administrator permissions, you may not be able to save a summarization template if it references restricted fields.
  • In Reporting V6 and later, if your action view uses summarization, you must rebuild your summarization template before you use the data in the action view. Otherwise, you receive an error message.