How to Create Evaluate Report Data with Summary Formulas?

Summary Formulas Report

Summary Formulas: Use Formulas in Lightning Experience report builder. We can create formula as per our data and generate result.

E.g.: If Sales is more then $10,000 then apply 10% Tax on Sales Amount or Apply 5%.

Let’s create report.


  • Edit Report

Add Summary Formula

  • Click “Switch to Full Editor
  • We can write formula in Formula Editor

Create Formula

  • In above screen we can see Formula, Column Name, Description, Formula.
  • Click on Functions where we can “Logical“, “Math” and “Summary“.
  • Click Save
  • In below screen we can “Amount After Tax”

Summary Formulas Report

  • Same way we can add different types of Formulas.

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