How to add computed fields and pivot tables to a report
The report builder can do more than list and total. Computed fields let you add a derived column — like margin (price − cost) or balance due (total − paid) — and a pivot reshapes your data into a cross-tab, with rows by one field and columns by another.
Step by step
- Add a computed fieldIn the report builder, add a computed field: give it a name, then choose a left value, an operator (+, −, ×, ÷) and a right value (another field or a number). It appears as a new column.
- Total it tooA computed field can also be used as a measure — for example, total the margin across a group.
- Turn on PivotSwitch on Pivot, then pick the rows field, the columns field, and the value to total. Each distinct value of the columns field becomes its own column.
Good uses for a pivot
- Sales per customer (rows) split by payment status (columns)
- Amount per branch (rows) split by month or category (columns)
- A row total is added automatically when you’re summing or counting
Safe by design
Division guards against divide-by-zero (an empty denominator simply shows blank), and computed fields can only combine the report’s own numeric fields — so the maths stays sensible.
Frequently asked questions
How do I add a margin or profit column to a report?
Add a computed field: name it Margin, choose price, the − operator, and cost. It becomes a column and can be totalled per group.
What is a pivot report?
A cross-tab: you choose a rows field and a columns field, and each value of the columns field becomes its own column — for example sales per customer split by payment status.
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