Guide

1. Navigate to the Reports tab and select the report you want to add the column to.

2. Navigate to the far left of the screen to find an inward arrow left of the Outline header, called Show Fields.

3. Click on Create Formula under the Summery Formula folder.

4. Enter Column Name and Formula Output Type here.

5. Select fields from the available list on the left. These are the fields from the chosen report type that you can reference in your formula.

6. Use mathematical operators (e.g., +, -, *, /) and Salesforce formula functions (e.g., TEXT, DATE, VLOOKUP) to construct your formula.

7. Save the formula field and Save your report. Click on Run on your report to see the new updated field on your report.