Summary formulas in joined reports are just like summary formulas in standard reports,
except they can apply to multiple blocks or just one. When you add a summary formula to a block,
you specify whether it applies across blocks or only to that block.
Required Editions
Available in: both Lightning Experience and Salesforce Classic
Available in: Enterprise, Performance, Unlimited, and
Developer Editions
Available in: Enhanced Folder Sharing
User Permissions Needed
To create, edit, and delete joined reports:
Enhanced Folder Sharing
Create and Customize Reports
AND
Report Builder
Add a summary formula to a joined report in Lightning Experience
Create or edit a joined report.
Ensure that there is at least one grouping on the joined report. If necessary, group data
by clicking Add group... and selecting a field to group by.
From the Columns section of the Outline panel, click adjacent to a block name.
To add a summary formula that only evaluates data in one block, click Add
Summary Formula. To add a cross-block summary formula that evaluates all the
data in the joined report, click Add Cross-Block Summary
Formula.
Add a custom summary formula to a joined report in Salesforce Classic
Create or edit a joined report.
Ensure that there is at least one grouping on the joined report. If necessary, group data
by dragging and dropping a field onto the area that reads Drop a field here to
group across report blocks.
To add a standard custom summary formula, from the Fields pane, go to the report type
category and double-click Add Formula. To add a cross-block custom
summary formula, from the Fields pane, go to the Common category and double-click
Add Cross Block Formula.
We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required Cookies
Always Active
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional Cookies
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising Cookies
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.
