How to Add a Summary Formula

Summary formulas allow you to calculate values like totals, counts, or date-based groupings to customize how data is displayed in your reports.

Follow the steps below to add a summary formula for columns in your reports. 

Step 1: Locate "Report & Dashboard" and click on the “Reports” tab on the left-hand side.

Step 2: Click on the report you would like to edit or create a new report.

Step 3: Click "Edit".

Step 4: Click on the drop-down arrow next to “Add Columns”.

Step 5: Click "Add Row-Level Formula".

Step 6: You will now see a list of fields and functions to create your formula. All fields on the object should be visible inside this summary action. Choose the fields and functions necessary to accomplish your summary goal.

Example Formula- Proposal Creation Date

To collect data on when proposals are created, you can add a summary formula similar to the example below. In functions, select “Year”, and in the brackets “()” insert the field “Created”. Select the formula output type as “String”. Click “Apply” to save your formula.