Evaluate Each Record in Reports with Row-Level Formulas

Available in: Lightning Experience

Available in: Essentials, Group, Professional, Enterprise, Performance, Unlimited, and Developer Editions

Available in: Enhanced Folder Sharing

User Permissions Needed
To create, edit, and delete formulas in private reports:	Enhanced Folder Sharing Create and Customize Reports
To create, edit, and delete formulas in public and private reports:	Enhanced Folder Sharing Report Builder OR Report Builder (Lightning Experience)

To answer common questions like these, you need to assess each record in a report:

• How many days did it take each opportunity to close?
• Which cases mention the word "widget"?
• As defined by a customer satisfaction (CSAT) score, which customers are satisfied or upset?

The answer to these questions, and many more, are a row-level formula away.

• Write a Row-Level Formula
  Writing a row-level formula adds a row-level formula column to your report that makes calculations on every report row. Write row-level formulas directly in the Lightning report builder.
• Edit a Row-Level Formula
  Edit a row-level formula to expand, refine, or change how it evaluates report data.
• Delete a Row-Level Formula
  When you no longer need a row-level formula in your report, delete it.
• Examples: Evaluate Each Record in Reports with Row-Level Formulas
  "How many days did it take each opportunity to close? Which case subjects mention the word widget?" Here's how to write row-level formulas that answer these business questions, and others.
• Get the Most Out of Row-Level Formulas: Tips, Limits, and Limitations
  As you get ready to write row-level formulas, review these tips, limits, and limitations.