Using Formulas in Summary Section For Custom Reports

You can create your own reports in Versa: financial reports or custom report. This article refers to custom reports. For financial reports creation, see here .

When creating custom reports, you have the option of creating a summary section that summarizes the columns of data and display the summary at the bottom of the report. There are some default summary options provided for you which you can just choose: Total, Average, Min and Max. You can use your own formulas in the summary section of of the report. Choose the formula option from the list of summary options. The formula is in SQL syntax. You can build the formula as if writing an aggregate select for a SQL command. 

For example, if you selected 2 columns called Margin and Revenue and you want to display the total the margin column and divided by revenue column and then multiply by 100. You would write the formula like this sum(margin)/sum(revenue)*100.This will add up the numbers in the margin columns and then divided by the total of revenue column , then multiply by 100.

Generally use lower case for your field name and replace space in field name with underscore. So Unit Cost should be reference as unit_cost.