Add Calculated Fields

You must be the report owner or have shared access to the report.

You must have the custom.reports.create.full
permission.

You can create calculated fields when adding or editing fields on a report. Calculated fields enable you to:

Perform a calculation on database

Create a value that isn't directly stored in VNDLY.

Filter or aggregate data.

Navigate to the

Reports

page.

Depending on your permissions, you can access this page directly from the VNDLY header or in the

Reports

drop-down menu.

Select the report that you want to edit.

Click into the search bar to display available fields.

Click

Create a Calculated Field

Enter a

Calculated Field Name

This displays as the column title on the report.

From the

Formula

and

Data Type

prompts, make your selections.

In the

Source Data

section, specify the base datasets and values to apply the calculation.

Click

Save and Add to Report

You want to track how many days it takes for new invoices to get approval. You create a new custom report. For the

Dataset

, you select

Invoice Details

. You add the

Approved Date

and

Creation Date

fields to the report. To display the number of days that each invoice takes to get approval, you create a new calculated field:

Calculated Field Name	Dates to Approval
Formula	Date Diff
Data Type	Date

For

Source Data

, you add these values:

Section	Value
Invoice Details	Creation Date
Invoice Details	Approved Date

You save and add the calculated field to the report. The report displays a new column for

Days to Approval

with the calculated result for each row.

To edit a calculated field, click

Add Fields

, click the 3 dots next to the field, then click

Edit Calculated Field