New columns can only be made for formulas. For scenarios where you need calculations or custom data manipulation, you can create formula fields within the report itself. Here's the process:
- In the existing Report, click on the Edit button on the top-right to enter the Edit mode.
- Navigate to the far left of the screen to find an inward arrow left of the Outline header, called Show Fields.
- Click on Create Formula under the Summery Formula folder.
- This opens the formula editor where you can construct your formula using:
- Fields from the chosen report type.
- Mathematical operators (+, -, *, /).
- Salesforce formula functions (e.g., TEXT, DATE, VLOOKUP) for calculations, date manipulations, text formatting, etc.
- Once you create your formula, give it a clear and descriptive name.
- Specify the data type for the formula field (Number, Currency, Text, Date).
- Save the formula.
- Drag and drop the newly created formula field from the list of available fields onto the "Columns" section of your report layout.
