Add Custom Columns to Your Reports

Custom columns in the Report Builder let you create new calculated fields based on your existing data. This feature helps you project values, calculate ratios, or apply custom formulas without needing external spreadsheets.

Add a Custom Column 

To add a new custom column to your report:

1. Open or create the report in the Report Builder. 
2. In the table view, click “+ Add Custom Column”. 
3. In the Add Custom Column window: 
   • Enter column details:
     • Add a name for your column (e.g., Projected Sales Value). 
     • Choose the format for the column values: Number or Currency. 
   • Set your calculation formula:
     • Click “Add Column” and select a dimension (e.g., Quote Value). 
     • Click “Add Operation” and select an action (e.g., Multiply) 
   • Click “Add Value” and enter a value (e.g., 0.43 to represent 43%). 
4. Click “Save Calculated Column”.



5. The new column will be added to your table.

In this example, the Projected Sales Value column shows the expected sales value for each row, calculated as 43% of the total Quote Value.

Related Topics 

• Create Custom Reports with the Report Builder 
• Filter Results in Your Custom Reports 
• Compare Time Periods in Your Custom Reports 
• Analyze Performance with the Report Builder 
• Understand the Report Builder