Summary Functions on Reports
Report summary functions are a part of the Report creation process. These report Summary functions are mainly used when you want to add formulas to specific fields and display your records according to your needs.
You need to specify the column name and select the formula output type, indicating the kind of result you want (e.g., numbers, text, or currency). Next, choose the desired function; each function automatically inserts its corresponding formula into the formula bar.
If the choose report function is inaccurate the system will give them an error message to let them know what to fix.
After creating your report and following the steps in this document here is your final step.
Step 1: When you click on “ Add Row - Level formula” it directs you to the functions page. Here is where you can create the necessary formulas for your report summary functions and select the “functions” in the left-top.
Step 2: Enter the name of the column, Formula output type, and Select the function that you want to add and “Insert” When done click on the “Apply” and the Formula gets added to the assigned column with the expected output type.
Step2: Click "Save & Run"
Summary Functions
Here is an explanation of each function type:
Functions |
Descriptions |
Example |
Concatenate |
The Concatenate function in SubcontractorHub combines data from multiple strings into a single string, useful for creating cohesive proposals or reports. | Combining first and last names into a full name. Formula ”Function Description Syntax: CONCAT(expression1, expression2, expression3,...) Parameters: expression1 - requiredexpression2 - optionaletc.. Example: CONCAT("string1", "string2 ", "string3 ") “ |
Days Difference |
Calculates the number of days between two dates, assisting in project management and scheduling tasks related to subcontractors. | Calculates the number of days between two dates, assisting in project management and scheduling tasks related to subcontractors. Formula “Function Description Syntax: DATEDIFF(end_date, start_date) Parameters: end_date - requiredstart_date - required Example: DATEDIFF("2017-01-01", "2016-12-24") “ |
Timestamp Difference |
Computes the difference between two timestamps. | Evaluating the time taken to complete a task. Formula “Function Description Syntax: TIMESTAMPDIFF(unit, date1, date2) Parameters: unit - required (uints: MICROSECOND, SECOND, MINUTE, HOUR, DAY, WEEK, MONTH, QUARTER, YEAR)date1 - requireddate2 - required Example: TIMESTAMPDIFF(SECOND, "2010-01-01 10:10:20", "2010-01-01 10:45:59") “ |
Date Format |
Converts a date into a specified format. | Displaying dates in “MM/DD/YYYY” format. Formula “Function Description Syntax: DATE_FORMAT(date, format) Parameters: date - requiredformat - required Example: DATE_FORMAT("2017-06-15", "%M %d %Y") “ |
Year |
Extracts the exact year from a date. | Analyzing sales data by year. Formula “Function Description Syntax: YEAR(date) Parameters: date - required Example: YEAR("2017-06-15 09:34:21")) “ |
Month |
Extracts the month from a date. | Creates reporting monthly performance metrics. Formula “Function Description Syntax: MONTH(date) Parameters: date - required Example: MONTH("2017-06-15 09:34:21")) “ |
| Month Name | Returns the name of the month from a date. | Creating a report that lists activities by month name. Formula “Function Description Syntax: MONTHNAME(date) Parameters: date - required Example: MONTHNAME("2017-06-15 09:34:21")) “ |
| Day | Extracts the day from a date. | Evaluating daily task completion. Formula “Function Description Syntax: DAY(date) Parameters: date - required Example: DAY("2017-06-15 09:34:21")) “ |
Day Name |
Returns the name of the day from a date. | Analyzing attendance patterns by weekday. Formula “Function Description Syntax: DAYNAME(date) Parameters: date - required Example: DAYNAME("2017-06-15 09:34:21")) “ |
| Day of Year | Gives the day number within the year (1-365/366). | Tracking project milestones within the year. Formula “Function Description Syntax: DAYOFYEAR(date) Parameters: date - required Example: DAYOFYEAR("2017-06-15 09:34:21")) “ |
| Week Day | Returns the day of the week for a given date. | Scheduling tasks based on weekdays. Formula “Function Description Syntax: DAYNAME(date) Parameters: date - required Example: “ |
| Week Number | Returns the week number of the year for a date. | Weekly performance tracking. Formula “Function Description Syntax: WEEK(date) Parameters: date - required Example: WEEK("2017-06-15 09:34:21")) “ |
| Quarter | Identifies the quarter of the year for a date. | Analyzing financial performance by quarter. Formula “Function Description Syntax: QUARTER(date) Parameters: date - required Example: QUARTER("2017-06-15 09:34:21")) “ |
| Absolute | Returns the absolute value of a number. | Evaluating financial data without negative signs. Formula “Function Description Syntax: ABS(number) Parameters: number - required Example: ABS(-24.5)) “ |
| Ceiling | Rounds a number up to the nearest integer. | Estimating required resources or materials. Formula “Function Description Syntax: CEILING(number) Parameters: number - required Example: CEILING(-24.5)) “ |
IF |
Evaluate a condition and return one value if true and another if false. | Decision-making in project status reports. Formula “Function Description Syntax: IF(condition, value_if_true, value_if_false) Parameters: condition - requiredvalue_if_true - required. The value to return if condition is TRUEvalue_if_false -required. The value to return if condition is FALSE Example: IF(400<1000, 4, 10) “ |
| Position | Returns the position of a substring within a string. | Identifying specific keywords in feedback. Formula “Function Description Syntax: POSITION(substring IN string) Parameters: substring - required, the substring to search for in stringstring - required. The original string that will be searched Example: POSITION("COM" IN "subcontractorhub.com") “ |
| Format | Formats a number or date into a specific style. | Presenting financial data in currency format. Formula “Function Description Syntax: FORMAT(number, decimal_places) Parameters: number - required. The number to be formatteddecimal_places - required. The number of decimal places for number. If this parameter is 0, this function returns a string with no decimal places Example: FORMAT(360500.5664, 2) ” |
| Find in Set | Check if a value is present in a given set of values. | I am validating project statuses against a predefined list. Formula “Function Description Syntax: FIND_IN_SET(string, string_list) Parameters: string - required. The string to search fordecimal_places - required. The list of string values to be searched (separated by commas) Example: FIND_IN_SET("q", "s,q,l") “ |