Quick summary
Salesforce Reports support custom formulas that let you calculate and display derived metrics directly in your report columns. Using the Add Summary Formula feature, you can combine fields, choose operators, and apply calculated outputs without leaving the report editor.
Steps
- Click the App Launcher at the top menu of your dashboard.
- Scroll down and select Reports.
- Select an existing report, then click Edit from the dropdown menu on the right side of the report name.
- Click the Columns dropdown button on the left side of the report page.
- Select Add Summary Formula.
- Fill in the formula details in the dialog.
- Choose a Formula Output Type.
- From the left menu in the dialog box, select a field and click Insert to start creating your formula.
- Choose an operator.
- Select another field and click Insert to complete your formula.
- Scroll down below the formula box and click Validate to ensure the formula works correctly.
- Once valid, select Apply.
