Grand totals and averages — called aggregates — let you automatically calculate a scored result from numeric questions in your forms, giving you meaningful, at-a-glance insight into your clients' responses. Whether you're scoring a symptom questionnaire or tracking a wellness scale, aggregates do the math for you.
In this article:
- Eligible Question Types for Aggregates
- Setting Up an Aggregate
- Adjusting Question Weights
- Editing or Deleting an Aggregate
- Viewing Aggregates on a Completed Form
- Importing Aggregates into the Client File Using a Form Mapping
- Reviewing Aggregate Data Across Clients
Eligible Question Types for Aggregates
The Totals & Averages tab is always available in your form editor, but you'll need at least one Grid, Numeric, or Scale question in your form before an aggregate can be calculated.
Grid Questions
To use a Grid question in an aggregate, create a Grid/List and enable the Add a total/average value input box? setting. Make sure the Auto-calculate total/average field is set to Sum, Average (ignore zeros), or Average (including zeros).
The aggregate will pull from the value that populates the Total box of your Grid.
Numeric Questions
For Numeric questions, the aggregate will use the numeric answer your client enters directly into the field.
Scale Questions
For Scale questions, the aggregate will use the numeric value your client selects on the scale.
Setting Up an Aggregate
Once your form includes at least one eligible question, you're ready to create your aggregate.
📍 Note: You can include multiple question types — Grid, Numeric, and Scale — within the same aggregate. Each question type contributes its numeric value to the calculation.
- Go to My Practice > Forms & Waivers and click Edit on the form you'd like to work with.
- Click the Totals & Averages tab, then click Add aggregate from the center of the screen — or select Add grand total or average from the Fast Action Button in the bottom-right corner.
- Add a Label and an optional Description for your aggregate. The Description is private and not visible to clients, but it will be used if you import the aggregate value into your client's file (for example, into the Medical History section or a session note).
- Check or uncheck Display aggregate to client to control whether the calculated result is visible to clients as they complete the form. If unchecked, the aggregate remains hidden — both during and after form submission.
- Select a Calculation type. Your options are:
- Sum — adds all selected question values together.
- Average (ignore zeros) — averages responses, excluding any zero values from the calculation.
- Average (include zeros) — averages responses, counting zero as a valid value.
- Minimum — returns the lowest individual response among selected questions.
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Maximum — returns the highest individual response among selected questions.
- Select the questions to include in your aggregate. Use the Settings button in the bottom-left corner to select or deselect all questions at once.
- Click Save.
📍 Note: Aggregates are calculated in real time as your client fills out the form. If a client skips a non-required question, that question will count as 0 in the aggregate calculation.
Adjusting Question Weights
By default, every question carries a weight of 1. If your aggregate requires more advanced scoring — for example, if certain questions should count more heavily, or if you need to subtract one set of scores from another — you can customize each question's weight.
To adjust weights, select Edit weights from the Settings button in the bottom-left corner.
Each weight can be any non-zero numeric value. For example, questions in Set A might carry a weight of 1, while questions in Set B carry a weight of -1 to subtract their values from the total.
Editing or Deleting an Aggregate
You can edit or delete any aggregate after it has been saved. Return to the Totals & Averages tab of the form, locate the aggregate, and make your changes. Click Edit to make updates, click the Trash icon to delete an aggregate, and use the group of dots to click-and-drag to reorder your aggregates.
You can add multiple aggregates to a single form — useful when you need to calculate different scored sections independently.
Viewing Aggregates on a Completed Form
When a client submits their form, the aggregate result appears at the bottom of the form — or on the final page if your form is split across multiple pages.
Importing Aggregates into the Client File Using a Form Mapping
Form Mappings let you automatically pull your clients' form responses into their Client File — and aggregates can be imported the same way. When setting up a mapping, select your aggregate from the Source field of the Mapping popup to map it to the appropriate destination in the client's file, such as Medical History: Notes.
Aggregates can also be imported directly into session notes when needed.
Learn more about Importing Form Responses into your Client Records →
Reviewing Aggregate Data Across Clients
Aggregate scores are not available as a standalone export, but you can review form response data — including aggregate results — using the Form Responses Report.
This report lets you view and compare responses from different forms over time and across multiple clients, making it a practical tool for tracking trends in your practice.
Learn more about the Form Responses Report →