Reporting 2.0 - Calculated Fields

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.

As part of a post release patch for the May '20 release, calculated fields can be created in Reporting 2.0. The calculated fields user interface (UI) in Reporting 2.0 offers a cleaner, simplified look. Additional calculation functions have been added, and every function includes use examples.

Detailed information for creating and utilizing calculated fields will be available in Online Help in a post-release patch.

Implementation

The calculated fields functionality will be available in a post-release patch for all portals with Reporting 2.0 enabled.

As part of the May '20 release, Reporting 2.0 is now Generally Available and will be 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 will apply to this functionality:

PERMISSION NAME PERMISSION DESCRIPTION CATEGORY
Reporting - Manage Global Calculated Fields

Grants the ability to publish calculated fields to all users, as well as edit and delete Global Calculated Fields. This permission cannot be constrained.

Reporting

For more information about Reporting 2.0 permissions and to see the list of 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.