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Custom Columns: Custom Calculated Columns

The data that your Add-ons such as XERO, SimPRO, Shopify etc. return is not always presented in the format you need or is stored in a different manner to what you require in your report. Custom calculated columns allow you to have more reporting flexibility by enabling you to manipulate the data in each column of your report.

Custom Calculated Columns

Adding a Column

Once you have created your base report you will have the ability to create your own custom columns by clicking the columns icon at the top right of the report page. A popup box will open which allows you to add new columns to your report. For each added column you are required to enter the column name and add a calculation or text.

Selected Columns

Calculations

Add simple mathematical calculations or calculations which use the value of other columns in the report. We have made it easy for you to choose the columns you would like to include in your equation by typing a square bracket "[" (refer to the graphic for an example). A dropdown box all the available columns will show.

List of operators allowed for an equation:

OperatorDescription
+Addition
-Subtraction
/Division
*Multiplication
( )Parentheses
.Decimal Seperator
,Thousands Seperator

Examples:

Mathematical: 5 * ((100 - 65) / 3)

Column dependant: [4:Column Name] * (2 + [6:Column Name]) / 10

Column Ordering

Being able to move your columns around in your report is useful for displaying more important information first. When a custom column is created it is automatically placed at the end of your report. You can rearrange this column or any other columns by clicking the edit button at the top right of your report and navigating to the columns window in the edit view. You will see your custom columns showing up in the list of selected columns. If you have created a column and no longer want to show it, simiply click it to remove from your view. This column can be added again at a later stage if needed.

Ordering Columns