General Reporting Concepts
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      2. End-User | Reporting, Data Analysis & Security
      3. General Reporting Concepts

      6 | Report Formulas

      This article covers a how-to guide for Report Formulas in BackOffice. Formulas can be added to a Report View as a way of customizing Report information to quickly obtain results. When a Formula is added to a View, a new column is added which will then apply the Formula to each row. In the Summary/Total row for the Formula column can also be customized depending on the type of data being calculated.

      This article covers a how-to guide for Report Formulas in BackOffice.

      Formulas can be added to a Report View as a way of customizing Report information to quickly obtain results.

      When a Formula is added to a View, a new column is added which will then apply the Formula to each row.

      In the Summary/Total row for the Formula column can also be customized depending on the type of data being calculated.

      Prerequisites 

      • To be able to Create, Edit and/or View reports, the applicable Operator Privileges will need to be enabled:

      Formulas

      Overview & Getting Started

      • To add formulas to the report, follow the given steps:
        1. From within the desired Report, select the Views button to open Views window
        2. Next, either select an existing View to Edit or select to Add a new View which will open the View Maintenance Window
        3. Add & Remove desired Report components to view
        4. Select the Add Formula button
        5. This will open the Formula Builder window


      Formula Builder Overview

      • The Formula Builder window is broken down into three (3) sections

      Tab Control/ Reference Selection

      • This section contains two (2) tabs – Operands and Functions
      • Navigate through these tabs to select Formula References

      Formula Editing Panel

      • The Formula itself will be displayed here
      • When a Reference is selected, it will be added to the end of the Formula in this panel
      • Additionally, the arithmetic symbols below can be used to help build a Formula

      Formula Status

      • This will show the status of the current Formula and will display any syntax errors contained within the Formula
      • "Formula Compiled Successfully" is the desired status; the formula will now calculate and the results will be displayed in the Report