Pick columns and related totals
Add columns from the Fields panel, then rename, reorder or remove them. Related totals roll up child records, and formula columns calculate values.
Columns are what a report shows. You build the list from the Fields panel on the left, then fine-tune it in the Columns section of the form.
How do I add and arrange columns?
- Type in the Search fields… box to find a field, then click + Column to add it.
- In the Columns list, edit the text box to rename a column heading.
- Drag the handle, or use the up and down arrows, to reorder columns. Click ✕ to remove one.
- If the record type has child records, use the Related totals buttons such as count or sum to add a roll-up column.
- For a calculated value, click + Formula column and write an expression like
line_total - quantity_ordered * unit_cost.
What can a formula column do?
Formula columns support + − × ÷ and the functions ROUND, ABS, COALESCE, NULLIF and IF. Use the Insert field… dropdown to drop a field key into the expression, and pick how the result is formatted: number, money or percent.
Tip. Rename columns to plain business language as you add them. The heading you type carries through to the table, the export and any chart, so "Net revenue" reads better on a report than a raw field key.
Common questions
What are related totals?
Roll-up columns pulled from a record type's child records, such as the count of order lines or the sum of their values. The Related totals buttons appear in the Fields panel when the chosen record type has child records to aggregate.
How do I add a calculated column?
Click + Formula column, write an expression (for example line_total - quantity_ordered * unit_cost), use Insert field… to add field keys, and choose a format. The formula evaluates per row.
Can I rename a column without changing the field?
Yes. Edit the label text box in the Columns list. It changes only the heading shown; the underlying field stays the same.