Quick summary
A row-level formula in a Salesforce Report lets you perform per-row calculations directly inside your report without modifying underlying data. Follow these steps to add and apply a custom formula column to any Salesforce report in minutes.
Steps
- Click 'Reports' in the top menu of your dashboard.
- Click 'New Report' in the top-right area of the page if you don't have an existing report.
- Select a report type from the left-side panel.
- Click the 'Start Report' button in the right-hand menu after selecting your report type.
- On the left-side menu, find 'Columns' and click the dropdown button next to it.
- Select 'Add Row-Level Formula' from the dropdown options.
- Fill in all required details and enter your formula in the 'Formula' text box.
- Click 'Validate' and then 'Apply' to add the formula to your report.
