Reporting 2.0 - Calculated Fields - Overview

Prior to this enhancement, calculated fields could be created in Custom Reports but were not available in Reporting 2.0. In addition, only eight functions were available, and they were only aggregate functions.

With this enhancement, calculated fields can be created in Reporting 2.0. Calculated fields enable organizations to generate aggregated reports based on totals of data. Having this functionality available in Reporting 2.0 will help administrators, managers, and analysts to create simple, custom calculations of their reporting data without having to export and manipulate that data in a different tool.

Calculated fields can be:

  • Added as a field to the report
  • Added as a filter
  • Added as chart criteria
  • Aggregated
  • Used in summarizing a report
  • Used in sorting a report

Interface Improvements

The calculated fields user interface (UI) in Reporting 2.0 offers a cleaner, more simplified look than the existing functionality in Custom Reports. Additional calculation functions have been added, and every function includes use examples.

With calculated fields, you can also:

  • Create fields that contain a mix of text, math, date, and logical functions/operators to enhance your reporting capabilities
  • Follow a guided user experience for leveraging the calculated fields feature
  • Import your existing custom reports containing calculated fields
  • Expect ongoing development to support new functions based on feedback

Implementation

The ability to create calculated fields is available in Reporting 2.0 for all portals.

As part of the May '20 release, Reporting 2.0 was made Generally Available (GA) and has been enabled automatically for all clients who did not self-enable Reporting 2.0 prior to the May '20 release. See Reporting 2.0 - General Availability.

Permissions

The following new permission applies to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Reporting - Manage Global Calculated Fields

Grants the ability to publish calculated fields to all users. This permission cannot be constrained.

Note: Calculated fields can be created by all users who have permission to create reports in Reporting 2.0. However, in order to publish the calculated field globally, a user needs permission to manage global calculated fields.

Reporting

For more information about Reporting 2.0 permissions, see the following:

  • Permissions in Reporting 2.0 - This provides detailed information about Reporting 2.0 permissions.
  • Permissions List - This provides the list of permissions and their relationships so that you know which permissions users need to have to create and view reports.