Last modified by: Kevin Zimmer -


  • Create new columns based off the data from the other columns already there.

  • The required fields when creating a new column are as follows:

    • Name: Your desired column heading

    • Formula: Enter the formula here.

    • Data Type: Select the expected data type format from the drop down.

    • Display Format: Select the desired display format of the data from the drop down.

  • Once all fields have been completed, click Add to insert the new column into your report.

  • Note that there is an Insert a column function  available above the formula box. This can be used to aid the user in creating formulas based off data from other columns by correctly inserting the column name in proper format.

  • More formula help is available - including a list of functions and operators - by clicking the question mark above the Name field.

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