Calculated Fields and Reporting

You can create both global and local calculated fields. Global (or system-wide) calculated fields are available to all users who have access to the report. Local calculated fields are available only to the user who creates them.

You create calculated fields in one of two places:
  • Global: Create global or system-wide calculated fields from the Calculated Fields application in Settings > General > Calculated Fields. This is also the application that you use to delete global calculated fields when you no longer need them.
  • Local: Create local calculated fields on the Columns & Groups tab of report options. For more information, see Add a Calculated Field to a Report.

    When you no longer need a local calculated field for a report, go to the Columns grid on the Columns & Groups tab of a report and delete the calculated field from the Select Columns dialog box. For more information, see Delete a Calculated Field from the Select Columns Dialog Box.

To add a calculated field to a report, select the calculated field from the Available Columns list on the Select Columns dialog box.