Sample FormulasOn the Edit Report screen for the selected report, click the Formulas button or select the Maintenance menu and then Formulas.
Note: If the report to edit is not yet open, first complete the following: from the Report Writer screen, click on the name of the view group in the Report Groups List that contains the report for which to add a formula and click on the name of the report to edit in the Reports List (or click the Find button instead to search for the desired report); then click the Edit Record button located at the top of the screen.
At the Formulas screen, click the New Record button.
Enter a unique name for the formula in the Formula Name field. The name can be alphanumeric and up to 50 characters long (no spaces).
If desired, enter a longer description for the formula in the Formula Heading field. The description can be up to 100 characters long.
If desired, enter a comment for the formula in the Formula Description field. The comment can be up to 1,000 characters long.
Enter the appropriate field type (Boolean, Date, Decimal, Integer, Month, Percent, or Text) for the result of the formula in the Data Type field, or click the down-arrow button to select the correct one. If the result of the formula will be a true/false field, enter Boolean. If the result of the formula will be a date field, enter Date. If the result of the formula will be a decimal field (numeric field with decimals), enter Decimal. If the result of the formula will be an integer field (numeric field with no decimals), enter Integer. If the result of the formula will be a month field, enter Month. If the result of the formula will be a percent field, enter Percent. If the result of the formula will be a text field, enter Text.
In the Formula Length field, enter the number of characters to use as the default width for the formula (field) when added to a new report. The number for the width can be up to 3 digits long. The default number as based on the selected Data Type will appear, but can be changed.
The System Formula field is disabled and cannot be changed. A checkmark will only appear in the box if the formula is a standard one created by Software Unlimited, Inc.
Create the formula by including fields, values, operators, and text in the formula.
Note: If Percent is specified in the Data Type field, the Percent Formula Operands section appears. If applicable, select the field to calculate the percentage in the Calculate field, and select the field to use as the base when calculating the percentage in the As Percent Of field.
To include a field (from your database) in the formula, click the Fields tab in the middle left side of the screen, select the file that contains the field to insert by clicking once on the box (plus sign) in front of the file name or double-clicking on the file name, and then double-click on the field name of the desired field.
To use an operator in the formula, either key the operator or select the operator from the Operators List by double-clicking on the desired operator.
To include a value in the formula, simply key the value.
To include text in the formula, key the text and then be sure to enclose the text in apostrophes (‘).
After the formula is entered, click the Check Formula button to have the system check the formula for errors.
A message will appear in the status bar stating if there are any errors in the formula or if the formula was validated.
Note: If there is an error, be sure to correct the error before continuing.
Click the Save button to save the formula.
When finished adding all desired formulas, click the X in the upper right-hand corner to return to the Edit Report screen.