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Salesforce Lightning Reporting and Dashboards by Johan Yu

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Hands-on exercise for adding a simple summary formula

Let's consider a use case: in a Summary report, add the total amount of Open opportunities in the Grand Total level. Assuming that a Roll-Up Summary field in Account from opportunity called Total Amount of Open Opportunities has been created, here are the roll-up summary field details:

  1. Go to the Reports tab and click on the New Report... button.
  2. Select the Accounts Report Type and click on the plus sign under the Accounts & Contacts category.
  3. Click on the Create button to continue.
  4. Change Show to All accounts.
  5. Change the Date Field Range to All Time.
  6. Change the format to Summary and click ...

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