RE: How to Get Record Count on Report

Does anyone know a way to get a record count per grouping on a custom report? On a saved search it’s easy. You just need to find a unique identifier like Document Number and do a count summary on it. But reports will only let you do a count summary if it’s a numeric field type, and I need to display the number of records that appear under each grouping.

mmascitto Beginner Asked on January 14, 2020 in Reports.
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2 Answers

This is possible using a formula field:

1. Customize Report

2. Navigate to Edit Columns tab

3. Click Add Formula Field

4. Give a name under Column Label

5. Check Add Grand Total box

6. Select Ratio x/y  from Formula Type

7. Select Qty  from x

8. Select Qty  from y

9. Uncheck Apply Formula to Grand Total box


*Logic: You are trying to make your calculation equal 1 per line so that the sum equals the count of lines in the report. If your selection for and y are the same, this will work*

Rookie Answered on February 10, 2020.

Thank you. This worked!

on February 17, 2020.
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