Calculated Fields in the Report Workspace

Calculated Fields in the Report Workspace

A calculated field is a field you can add to a custom report in the Report Workspace that performs a calculation on each person in the report.

To use a calculated field:

  1. Go to the Reports Workspace.
  2. Create a new report or edit an existing one..
  3. Click Add Calculated Field.
  4. Type a name into the Field Name field.
  5. Copy a formula below into the Formula field, or use the functions on the screen to create your own.
  6. Click Validate. Then click Apply. If validate gave you a message in red text below the formula, correct the errors it indicates before clicking apply.

Calculated Field Formulas

Name

Description

Formula

Age

Calculates a Contact’s age

YEAR(TODAY()) - YEAR('Date of Birth') - IF((MONTH(TODAY()) >= MONTH('Date of Birth')) AND (DAY(TODAY()) >= DAY('Date of Birth')), 0, 1)

Days Until Target

Calculates how many days until the Next Touch Date

DATEDIFF(“Day”,’Next TouchDate’,TODAY() )

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