Columns for Evaluations & Aggregations in Reports
BrandonK6644 last edited by
Rather than downloading a CSV of a report/view and saving as XLSX so that I can insert columns for evaluations and/or aggregations into the table, I would greatly appreciate being able to add such columns directly in the report view in Appcoll. Such a column would include a basic evaluation or aggregation utilizing data in the fields of the report (or even better, any field in the matter/task related to that record). For example, I would love a column indicating the current status of a draft application based on a set of "if" statements and various custom user fields represented in my report. I expect a sum or average might also be useful to folks. Essentially, I would like some basic Excel-type calculations that I could use in the reports screen itself and save as part of the report. In this way, when a report is generated and emailed on a regular schedule, the evaluations and aggregations would also be calculated at that time and included in the report that my folks get.
I know there are some capabilities like this for Financial, Productivity, and Statistics reports, but I don't believe there is anything like this for Tasks or Matters repots.