Custom Reports

How Do I Add a Calculation to My Custom Report?

Calculations help you find the amount of specific data in a Custom Report.

In the Report Builder, select the Add Calculation drop-down menu.

Custom Reports - How to use Calculations

Applying a type of calculation will reflect specific information at the bottom of the page, such as totaling Gross Profit or indicating the number of Contacts assigned to a certain Status. Please note that not all of the following are available for every data point:

  • Count simply totals the number of items in the column
  • Sum is used to give a total of values, such as the total number of recent Invoices
  • Min will show the smallest number among the available values
  • Max will show the largest number among the available values
  • Average will create the average of all the given values

Check out our other articles about filtering and organizing your reports.