Add calculation fields to a report section

Using calculation fields, you can determine the following values for each section: totals, average, number of lines, highest value and lowest value.

If you want to add a calculation to a section, you must add a calculation field. Usually the most logical position for a calculation field is the footer below the section on which you perform the calculation. You can use the Document footer for calculations performed on the entire report. However, a different setup is also possible: that is because you can specify the section it refers to for each calculation field.

Adding a calculation field is easy: you duplicate the field and in the field properties set it as a calculation field.

To add a calculation field to a footer:

  1. Open the report layout.
  2. You can copy a field from the detail section to the footer. Right-click on the field and click on Duplicate.

  3. Drag the new field to the footer of the organisational unit.

  4. Right-click on the new field (in the footer) and click on Properties.
  5. Go to the tab: Calculation field.
  6. Select the calculation.

    By default, Profit sets the values Group and Automatic. Do not change these values. Profit will use these values to perform the calculation on the section to which the calculation field has been added. You can also perform the calculation on a page or on the entire report. Also, you can refer to a different section.

  7. Close the properties.

    If you view the report and see that the footer section is truncated at the bottom of the page (and continued on the next page), select the Keep on one pagesection setting.

To calculate the number of lines using a calculation field:

  1. Duplicate a field from the Detail section.
  2. Move the duplicate to the footer.
  3. Adjust the properties of the field:

Directly to

  1. Group, sort and totalise a report
  2. Sort the detail section
  3. Add a section
  4. Group a section on multiple fields
  5. Add calculation fields to a section
  6. Add calculation fields to a report
  7. Specify the section properties
  8. Conditional formatting using a script
  9. Add totals to carry forward