Summary formula columns on grouped reports
Key Takeaway
A summary formula column runs custom math or logic on a report's group subtotals and grand totals, so the report needs at least one group.
A summary formula column is a custom calculation that runs on a report's group subtotals and grand totals, not on each record. It exists because the built-in summaries cannot apply logic or custom math. Examples include after-tax earnings or each group's percentage of the total.
Three kinds of report calculations
Reports have three kinds of calculations.
| Kind of calculation | What it does |
|---|---|
| Summaries | Built-in functions (sum, average, minimum, maximum) that you apply to a numeric column without writing a formula. They show a subtotal for each group plus a grand total. |
| Row-level formulas | Evaluate every record. |
| Summary formulas | Evaluate groups and grand totals. |
If the question is about groups or totals...
Choose a summary formula, for example for net earnings after taxes or the percentage of opportunities from each lead source.
If the question is about each record...
Choose a row-level formula, for example for how many days each opportunity took to close.