Create a Calculated Column in a Custom Report
Objective
To create a calculated column to add to your custom reports.
Background
You can create calculated columns that use basic arithmetic functions to gain more insight into your data.
Things to Consider
- Required User Permissions:
- 'Admin' level permissions on the company level Reports tool and 'Admin' level permissions on the tool that is being reported on.
- Additional Information:
- Calculated columns are sortable.
- Calculated columns persist within any one given report.
- Calculated columns created by a user are associated with the specific report they were created on and cannot be used on other reports.
Steps
- Navigate to the Reports tool.
- Locate the report that you want to add the calculated column to in the Reports tab.
- Place the report in edit mode:
- Click the vertical ellipsis
. Then choose Edit.
OR - Click the report to open it. Then click Edit in the sidebar.
- Click the vertical ellipsis
- Under Custom Columns, click Create Calculation.
- Enter the following information:
- Calculation Name: Enter in a title for the new column you are creating.
- What would you like to calculate?: Select one of the following output types: Percentage, Currency, Number and Date Variance.
- Column X: Select a column to calculate from the drop-down list.
- Operator: Select one of the following operators from the drop-down list to apply to the calculation: +, -, x and /.
- Column Y: Select a second column to calculate from the drop-down list.
- Optional: Add Row: Click this link to add another row to the calculation.
- Choose from the options:
- To save the column, click Save.
OR - To save the column and create another column, click Save & Create New.
Notes:- Procore adds the new column to the far right of the report's data table in the corresponding tool's tab.
- If you want to apply a data aggregation function to the column, see Aggregate Data in a Custom Report.
- Please note that Procore does NOT calculate values for the column until a user runs the report.
- To save the column, click Save.
- Click Create Report.