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George Laird 39
report formula help
Can someone help me with a report formula? How can I get a net of the PAYMENT - REFUND for each payment type?
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update the formula custom sumary formula like below:
Formula: PREVGROUPVAL(Total:SUM, TYPE) - Total:SUM
Classic Report Screenshot:
Lightning Report Screenshot:
And Final Ouput will be like below:
Thanks,
Maharajan.C
All Answers
You have to create the custom summary formula in report:
Please follow the below steps:
1. Customize your report:
2. Drag the add formula from pallete in report
3. Edit the formula:
Fomula: Payment:SUM - Refund:SUM
Create the formula using the Summary fields Option.
refer the below screen shot for choosing summary fields.
4. Click the OK button.
Thanks,
Maharajan.C
update the formula custom sumary formula like below:
Formula: PREVGROUPVAL(Total:SUM, TYPE) - Total:SUM
Classic Report Screenshot:
Lightning Report Screenshot:
And Final Ouput will be like below:
Thanks,
Maharajan.C
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