Who is this article for?

Users who want to work with calculated reports in the Classic UI

Reporting authorities, roles, and record access controls restrict data visibility.

Calculated fields are special types of fields that are dynamically populated based on other data from existing information within the system, the report, or by referencing the current counts or dates. 

You can create calculated fields and measures by hovering over the menu icon in the appropriate section:

Doing so will display a screen with a wide variety of Excel-like options:

There are many functions available. Below are links to helpful videos showing how to use some of the more popular functions.

• Percent Of - Useful in Crosstab reports as you can add a column that depicts, per row value, what percentage it is of the group subtotal, the column total, or the overall total.
• Concatenate - Allows you to create a new field that strings together field values as well as user-defined text. This is useful in creating a new "Title" field that can combine many fields, eliminating the need to use a column for every needed field on the report. You can separate each of these fields with user-defined text, such as "Title:", "Date Created:", "Status:", and "Assigned To:".
• DayName - Returns the day of the week (Sunday, Monday, Tuesday, etc.) based on the designated date field.
• Case - A nested "If" function. You use it to analyze a defined field for specified values, and if they are found, populate the new field with a value you specify. For example, if we had a field that contained the day of the week, like Sunday or Monday, we'd have the new field populated with a "1" for Sunday and a "2" for Monday.
• Elapsed Days - Calculates the number of days between two date fields. One of the date fields can be the (Today) function, so it always uses the date that the report is run.