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          Evaluate Each Record in Reports with Row-Level Formulas

          Evaluate Each Record in Reports with Row-Level Formulas

          Answer business questions like "how many days did it take each opportunity to close?" by using row-level formulas that evaluate each record in a report.

          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)

          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.

           
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          Salesforce Help | Article