How can i create a calculated field to report on?

Forum|Forum|7 years ago
November 13, 2018
1 reply
74 views

I have two fields on my account record, "Total SFDC Balance" and "Total Platform Balance"

I created a standard report to show me values for those fields for all customer accounts.

I'd like to create a filter for my report to only show me accounts when "Total SFDC Balance" and "Total Platform Balance" are not equal to each other.

Can I do so in a calculated field? If so, how?

jeremy_curry

Helper ⭐️⭐️

Hi Tony,

If both of these fields are on the Account, you could add a field to either the account or the customer info object that calculates the difference between the two fields and then filter your reports based on the value in that field. I have heard rumors that calculated fields in reporting is on the roadmap but this should be a fairly easy work around.

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