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Unable to Add Row-Level Formula in Reports

Date de publication: Mar 1, 2026
Description

This article explains why the Add Row-Level Formula option is unavailable in reports created with "with or without" Custom Report Types. A workaround using custom formula fields is provided.

Résolution

This article explains why the Add Row-Level Formula option is unavailable in some reports, and how to achieve a similar result with a workaround.

Why This Happens

The Add Row-Level Formula menu is not available in reports based on Custom Report Types configured with the "with or without" relationship option (e.g., "'A' records may or may not have related 'B' records").

Workaround

As a workaround, you can achieve similar calculations by creating a Formula Field directly on the object. Navigate to Setup, open Object Manager, select the target object, click Fields and Relationships, and create a new Formula field with the desired calculation.

Numéro d’article de la base de connaissances

002187586

 
Chargement
Salesforce Help | Article