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.

Required Editions

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)

Here's how to add a row-level formula to a report.

Create or edit a report.
From the Columns section of the Outline pane, click | Add Row-Level Formula.
From the Edit Row-Level Formula Column window, enter a Column Name (2), choose a Formula Output Type (3), and write a Formula (4). Optionally, enter a Description and set the number of Decimal Points.

To test your formula for errors, click Validate. If necessary, resolve any errors. Then, click Apply (5).

Tip For a little row-level formula inspiration, see Examples: Evaluate Each Record in Reports with Row-Level Formulas in Salesforce Help.
To learn more about writing formulas, see Formula Operators and Functions by Context in Salesforce Help.
The row-level formula appears as a column on the report (6).
To save and run the report, click Save & Run.