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Salesforce Reporting and Dashboards by Johan Yu

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Working with custom summary formula fields

Custom summary formula is a powerful reporting technique used to create summaries of your numerical fields. This only available for summary, matrix, and joined reports. A custom summary formula offers you the ability to calculate additional totals based on the numeric fields available in the report, including the record count. Like bucket fields, custom summary formula fields created in a report will only be available in that report; they will not affect any other reports and database, and you cannot use or refer them to other reports.

Tip

Do not confuse custom summary formulas in reports with custom formula fields in objects; they are totally different things and are not related at all, although both have ...

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