Using Calculations with Reports

Calculated fields in Reporting allow practices to extend the data available in standard reports using custom formulas. These can be used to calculate values dynamically, display additional insights, or support internal analysis based on your practice’s reporting needs.

This article provides information on how to include calculated fields in existing reports, along with examples of additional calculated fields that can be added to FYI reports.

Note: FYI Sample reports contain specific calculated fields to ensure that the report outputs the correct data. To find out what calculated fields are included in these reports,  refer to the individual report articles.

Creating Additional Calculation Columns

It is recommended that additional calculations are added to a report template to ensure consistency when generating reports. When modifying a report template, additional calculations can be created in the Data tab to suit your practice. To ensure that the calculation is applied to each row of data when the report is generated:

• '(Calc)' must be added to the end of the column header. For example, 'WIP Last Billed (Calc)'.
  Important Note: This is case-sensitive. If (Calc) is not added to the end of the column header, the calculation will only be applied to the first row of data.
• Any additional calculation columns must be created to the far right of the data sheet, to ensure that modification to views selected when creating the report do not impact calculations.

Users with Create Templates permission can add additional calculations to a report template:

1. Navigate to the Knowledge - Templates workspace.
2. Locate the Report template and click Edit.
3. In the report, click on the Data tab.
4. Add a new column to the far right of the data sheet. Ensure that the column name has '(Calc)' at the end. For example 'WIP Last Billed (Calc)'.
5. Add the associated formula to the first row cell of the column.
   
6. Click on the Settings tab.
7. Update the Change Log with the changes made.
8. Click I'm finished editing in the FYI Drawer to save changes. Refer to Opening, Editing and Finish Editing Documents.

Example Calculated Fields

The following table provides examples of additional calculated columns that can be added to FYI reports. 

Note: FYI Sample Excel practice reports contain specific calculated fields to ensure that the report outputs the correct data. To find out what calculated fields are included in these reports, refer to the individual report articles.

Each example below includes the following:

• Formula: The calculation formula to be added to the first row cell of the column.
• Purpose: A brief summary of what the calculation is designed to achieve.
• Details: A description of the calculation output.
• Mandatory Report Fields: Specific report fields required in the Data tab of the report, for the formula to calculate correctly.