Show column totals in views

Create tabular reports by displaying column totals in any view. For example, quickly view total sales, billable hours, shipping weight, and more.

Example

The manager at a field service company wants to search invoice records by date range, and immediately see the totals for billable hours, labor, parts, and total revenue for that date range.

Instructions

  1. Customize the application
  2. In the Views section, click 'Add view' to add a new view, or select 'Edit view' to edit an existing view that will display the column totals
    Flowfinity - Show column totals in views
  3. In the View configuration tab, ensure that all of the fields that should be displayed are in the 'Selected fields' box
    Flowfinity - Show column totals in views
  4. For each field that should be totaled, highlight the field under 'Selected fields', and check the 'calculate total' checkbox underneath
    Flowfinity - Show column totals in views
  5. Save the view and publish the application

The view will display totals at the bottom for each of the fields that specified.

Flowfinity - Show column totals in views

The search bar above the view can be used to quickly filter records in the view. The totals are automatically adjusted for filtered views.

Flowfinity - Show column totals in views