Summary Reports

Question

I'm trying to create a Summary report where I need two formulas.  See below:
The four fields are Pool Dollars, PWO Pool Dollars, Non-Pool Dollars, and PWO Non-Pool Dollars
On this report I'd like to see to Total columns:
Total Pool Dollars, and Total Non-Pool Dollars.
In this report I'm adding Pool Dollars and PWO Pool Dollars to get the total for "Total Pool Dollars". The "Total Non-Pool Dollars" value is the sum of Non-Pool Dollars and PWO Non-Pool Dollars.
What is the best way to accomplish this?
Thanks in advance for your help,
------------------------------Terri Wells------------------------------

AustinK · Answer

It sounds like a report formula would meet your requirements.

Create report formulas, probably type Numeric-Currency I would imagine, but might need to be just numeric. The formula would contain this:

Formula Name: Total Non-Pool Dollars
Formula: [Non-Pool Dollars]+[PWO Non-Pool Dollars]

Then in the summarize data section find your newly created field, it will be at the bottom of the list, and summarize it however you want. Rinse and repeat for your other fields. Does this solve your issue?

If you see a need to use those fields again in other reports then making these into actual fields on the table would make sense. Then you would use them in the same way in multiple reports.

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