If none of the templates fit your question, build one yourself. From the Builder landing page, scroll to the Custom Pivot section and pick a data source. You will land on the pivot page with no fields assigned.

An empty pivot canvas for the PCR Reports source with the Field Chooser visible.

Step by step

  1. Pick the Date field at the top (typically Incident Date) and a range.
  2. Open the Field Chooser if it is not already visible — there is a button at the top of the pivot grid.
  3. Drag a field from the chooser into the Row Fields area. The pivot adds a row for each unique value of that field.
  4. Drag another field into the Column Fields area. The pivot adds a column for each unique value.
  5. Drag a field into the Data Fields area. By default the pivot uses Count as the summary type; right-click the field to switch to Sum, Avg, Min, or Max.

Tips

  • Stick to categorical and datetime fields for rows and columns. Numeric fields like response time or patient age are better in the Data area where they get aggregated.
  • Drag the same field into Data twice if you want both "count" and "sum" of it side by side.
  • Sort by clicking column headers. Use the right-click menu for "Sort by Sum of Field" to sort rows by the data area instead of the row labels.
  • Show details — right-click any cell to see the raw rows that contributed to that aggregate. Useful for verifying suspicious numbers.