You can use the tally/sum/average operation to tally, sum, or average the values of fields associated with documents or objects.

Note: You can only use tally/sum/average on fixed-length text, choice, user, and number fields.

This operation is commonly used to determine the number of pages in a print job or production. For documents, it's recorded under the document history. Tally/sum/average is available from the mass operations bar.

Note: You can't use mass operations on Data Grid-enabled fields.

To perform a tally/sum/average operation, perform the following steps:

  1. Choose whether to tally/sum/average Checked items or All items in the current returned set
  2. Select Tally/Sum/Average in the drop-down menu. The Tally/Sum/Average pop-up displays with options for the following fields:
    • Field - used as the basis of the calculation. For example, you could select a custodian field if you want a tally of these entries.
    • Function - the option performed on the field:
      • Tally - lists a count for each item type in the specified fields of all selected documents or objects.
      • Sum - adds the values in the specified numeric fields of all selected documents or objects.
      • Average - calculates mean value of the specified numeric fields for all selected documents or objects.
    • Tally/Sum/Average documents

  3. The result of a tally is similar to a summary report; it outlines the values of a field and the count for each. The tally runs across the entire section, but only reports the top 100,000 values.

    After your results appear, you can perform the following actions:

    • Filter the results.
    • Clear All filter text.
    • Browse through the results using the blue arrows.
    • Sort the results.
    • Export results to an external file.