Show column totals in views
Create tabular reports by displaying column totals in any view. You can quickly summarize your important numbers for the day, by tallying values of multiple columns such as sales revenue, quantities sold, and more.
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.
- Customize the application
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
- In the View configuration tab, ensure that all of the fields that should be displayed are in the 'Selected fields' box
- For each field that should be totaled, highlight the field under 'Selected fields', and check the 'calculate total' checkbox underneath
- Save the view and publish the application
The view will display totals at the bottom for each of the fields that specified.
The search bar above the view can be used to quickly filter records in the view. The totals are automatically adjusted for filtered views.