Question:

How to Use formula fields in reporting in Vault PromoMats and Medical?

Answer:

Formula fields are an easy way to get customized reports accommodated to the needs of the data to pull from a report.

In order to use formula fields on a report, follow the steps below:

1.  Create the report and select the Report Type needed.
    Please note that the formula fields functionality is not available for all report types such as   Document Relationship or Workflow report type.
   
   
   
   
2. Click on the Formula Fields section and select + Create Formula Field.
   
   
   
   
   1. Fill out the needed fields such as Object, Label, Return Type and Maximum Length.
      Select a Formula Expression using a Field (created previously) or using Functions and Operators to insert the expression.
      
      
      
      
3.  Make sure that the Syntax is valid and click on Save.
   
   
   

   History functions return a blank value if the field evaluated has never had the value specified, or if the formula contains multiple functions.

Related Documentation:

Vault Help Documentation: Creating Custom Reporting Metrics with Formula Fields
Knowledge Base: How to Create a New Report in PromoMats?