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Bucket columns in the report builder

Key Takeaway

A bucket column groups a report's records into your own categories, and it exists only in the report where you create it.

A bucket column groups report records into categories you define, such as Small, Medium, and Large, without creating a formula or a custom field. You build it in the report builder while editing a report.

How a bucket column groups records

You base a bucket column on a source field, which is a field from the report type. The bucket column then groups that field's values into several categories called buckets. You may also see a bucket column called a bucket field.

For example, imagine a bucket column named Size that is based on the Number of Employees field. It can group accounts into three buckets: Small (5,000 or fewer employees), Medium (5,000 to 10,000), and Large (more than 10,000).

Buckets update on their own. If an account's employee count grows or shrinks, the account switches to the matching bucket with no manual change.

You can sort, filter, and group by a bucket column like any other column.

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