Need to summarize the total number of appointments per rep during the past (rolling) 4 weeks and also have a column that shows the average number of appointments per rep?

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I'm trying to create a summary report that shows the average # of Appointments a Rep has created every 4 weeks. I've got a summary report that summarizes the # of Appointments, Rows grouped by Rep, and Columns grouped by Production Date by week, filtering for Production Date during the past 4 weeks. This works fine and it gives me a Total # of Appointments for those 4 weeks. However, I need the report to also show the Average Number of Appointments created during those previous 4 weeks. Any ideas?

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Posted 3 years ago

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Photo of Scott


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Hi Dawn,

Create a [Formula - Numeric] field which has the following formula:
[Total # of Appointments]

That's it.  

On your report, add both [Total # of Appointments] and your new [Formula - Numeric] field.  Set [Total # of Appointments] to average, set the [Formula - Numeric] field to total.