Calculated Fields

You can create or modify calculated fields for use on reports.

A system administrator (a user whose security role has menu access to Settings > General > Calculated Fields) can create calculated fields available to all users. Individual users can create calculated fields which are not visible or available to other users.

For reports that offer column selection, you can use the Add/Modify Calculated Field dialog box in Reporting to create or modify your own calculated fields. Calculated fields that you create or modify on this dialog box are specific to the current report.

Calculations can contain simple expressions, such as [X] - [Y] or conditional statements, such as if org = "CO" then [ytdAmount]. Conditional statements are useful in creating reports using data on different tabs, for example, to compare data for different organizations on a report.

When you save a calculated field, it displays on the list of columns available for that report.

Your security role must have menu access to Settings > General > Calculated Fields in order for you to be able to create system-wide calculated fields. You can use Security Roles to restrict access to any globally available calculated fields.