Calculated fields in Report Builder

  • 11
  • Idea
  • Updated 2 months ago
It would be nice to be able to create a calculated field in report builder similar to the calculated fields you can create in the rules engine.  Currently I have a customer that needs to report on retention.  They would like to be able to take the sum of one field and divide it by a number to report on one column.  Then be able to display this quarter by quarter.
Photo of Chris Mudd

Chris Mudd, Employee

  • 2,906 Points 2k badge 2x thumb

Posted 3 months ago

  • 11
Photo of JohnPaul Dicks

JohnPaul Dicks

  • 288 Points 250 badge 2x thumb
Thanks, Chris! 

Being able to create (even basic) calculated fields in the Report Builder would give me significant flexibility/power to show attainment metrics (of allsorts) quickly and easily in reports and dashboards.

Right now I'd have to build a rule, along with data fields, to store the attainment metrics, but even this wouldn't work for the use case described above (where we want to see that relative measure based on values that are grouped by quarter, month, week, etc). 

Our executives and managers care about these types of attainment metrics, and often want to see these metrics aggregated/grouped by some time period. By deploying this feature, we will definitely see greater executive and sr. manager adoption of the platform.

Thanks for considering! Please let me know if I can provide additional details about our use-case.
Photo of Dan Ahrens

Dan Ahrens, Gainster (employee)

  • 21,004 Points 20k badge 2x thumb
Hi folks - this is a very valid use case and is currently being considered for development. No definite ETA on arrival yet. 
Photo of Kate Green

Kate Green, Champion

  • 4,128 Points 4k badge 2x thumb
Agreed - my use case would be to compare two dates and return the difference in number of days (positive or negative).