Enhanced Reporting: Create a Calculated Column in a Company Report

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Objective

To create a calculated column to add to your report using Enhanced Reporting.

Background

You can create calculated columns that use basic arithmetic functions to gain more insight into your data.

Things to Consider

Required User Permissions:
- For company level reports: the user is a company admin.
- For project level reports: the user has 'Standard' or higher level permissions on the reports tool and has access to the data they are creating the column with. For more details, see: What additional user permissions are required to access reportable data with enhanced reporting?

Steps

To add a calculated column to your report, follow the steps below:

Basic Calculation

Navigate to the Reports tool.
- Use the company-level reports tool for company reports.
- Use the project-level reports tool for project reports.
On the Reports tab, locate the report that you want to add the calculated column to.
Click the vertical ellipsis and select Edit.
OR
Click the report to open it and then click Edit.
Click the calculator icon.
Click Create New Custom Column.
Enter a name for the column in the Name field.
Optional: Enter a description for the column in the Description field.
Select Basic Calculation from the Column Type drop-down menu. This option lets you add, subtract, multiply and divide numeric values in columns.
Select the first value to use in the calculation. If you select Constant, enter a number to use as the value.
Select the type of calculation you want to perform: + (add), - (subtract), x (multiply), or ÷ (divide).
Select the second value to use in the calculation. If you select Constant, enter a number to use as the value.
Select the format you want to use for the calculated column: # Number, $ Currency or % Percent.
Select the number of decimal places to be displayed: Ones (1), Tenths (1.0), Hundredths (1.00), Thousandths (1.000), Ten Thousandths (1.0000), Hundred Thousandths (1.00000), or Millionths (1.000000).
Click the Rounding toggle ON or OFF.
Click Save to add the calculated column to your report.
Click Update Report to save the changes to your report.

Date Variance

Navigate to the Reports tool.
- Use the company-level reports tool for company reports.
- Use the project-level reports tool for project reports.
On the Reports tab, locate the report that you want to add the calculated column to.
Click the vertical ellipsis and select Edit.
OR
Click the report to open it and then click Edit.
Click the calculator icon.
Click Create New Custom Column.
Enter a name for the column in the Name field.
Optional: Enter a description for the column in the Description field.
Select Date Variance from the Column Type drop-down menu. This option allows you to find the difference in days between two dates or add (or subtract) days from a specific date.
Select the first value to use in the calculation.
Select the second value to subtract from the first value. If you select Constant, enter a number to use as the value.
Click Save to add the calculated column to your report.
Click Update Report to save the changes to your report.