The new calculation/formula fields available in reports need to be exportable as well

The data is available in the UI, but when any of our users try to export the report to Excel to perform a pivot or anything like that, the calculation is always missing. It's very tedious to work around.

  • Wen-Wen Lin
  • Nov 21 2019
  • Already exists
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  • Admin
    Nathaniel Collum commented
    22 Nov 22:45

    Thanks for sharing this idea. I would like to better understand what's happening. Is the data missing on export? Or are you saying you'd prefer the formula be included on export?

  • Wen-Wen Lin commented
    25 Nov 18:02

    Hello, my example involves a set of custom budget fields we have for our initiatives. I run a List report calculation to multiply our ideal developer date estimate field against our current rate to compare that against what was actually entered in our corresponding budget field. I also use a report calculation to add up all of our budget fields in the list report to get our total budget $ amount for the initiative. The multiplication field is exporting to Excel and CSV, but the total budget sum field is not exporting. I'm logging a support ticket now. Just realized that it is no longer populating in the UI for me either. I maybe able to cancel this idea if that's all that was happening.

  • Admin
    Julie Price commented
    28 Nov 14:42

    Thanks for the extra details! As you are working with our Customer Success team to resolve the issue, I will update the status of this idea. However, if after your call you feel that this should still be an idea, please let us know and we'd be happy to review further.