How to Add a Column in the Salesforce Report

Quick summary

Adding a column to a Salesforce report using a Summary Formula lets you display calculated, custom data fields directly in your report view. This step-by-step process uses the Show Fields panel and the Create Formula option to build and save a new formula column without leaving the report editor.

Steps

1. Navigate to the Reports tab and select the report you want to add the column to.
2. Go to the far left of the screen and locate the inward arrow next to the Outline header to open the Show Fields panel.
3. Click Create Formula under the Summary Formula folder in the fields panel.
4. Enter the Column Name and set the Formula Output Type in the formula editor.
5. Select the relevant fields from the available list on the left to reference them in your formula.
6. Use mathematical operators and Salesforce formula functions (such as TEXT, DATE, or VLOOKUP) to construct your formula expression.
7. Save the formula field, save your report, and click Run to see the new column reflected in your report.