Bucket fields and report formulas for health KPIs
Key Takeaway
A bucket field exists only in the report where you build it. To use the same grouping across many reports, create a custom formula field on the object and add it to each report.
Bucket fields and report formulas turn raw report data into the KPIs a customer agreed to track. You build them inside the report builder, without extra objects. A bucket field sorts values into named groups, such as ranges or categories. A report formula calculates new numbers, either from summarized totals (summary formulas) or on each row (row-level formulas).
Starting a report
In Agentforce Health, you can start with a standard report and customize it in the report builder. Users can report only on data they have read or read/write access to. Agentforce Health data stored in some FHIR objects needs a custom report type before you can report on it.