---
title: "Add calculated fields and measures in Reporting (Beta)"
slug: "add-calculated-fields-and-measures-in-reporting-beta"
description: "How do I create a calculated field or a calculated measure with a formula in Fullcast Reporting (Beta)?"
tags: ["reporting beta", "calculated field", "calculated measure", "formula", "win rate"]
status: "update"
updated: 2026-11-14T20:22:54Z
published: 2026-11-14T20:22:54Z
canonical: "support.fullcast.com/add-calculated-fields-and-measures-in-reporting-beta"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://support.fullcast.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add calculated fields and measures in Reporting (Beta)

> [!NOTE]
> Early access feature
> 
> This feature is currently available for early access. Contact your CSM for more information.

Write a formula that adds a new value to every row (a calculated field) or works on a report's totals (a calculated measure). Use them for numbers your data doesn't store, like days to close or win rate.

## Before you begin

- Your dataset must be set up. Refer to [Build a dataset in Reporting (Beta)](/plan-and-pay/docs/build-a-dataset-in-reporting-beta).

## Choose a calculated field or a calculated measure

|  | Calculated field | Calculated measure |
| --- | --- | --- |
| Works on | Each row, one at a time | The report's totals, after rows are added up |
| Example | Days between created date and close date on each opportunity | Win rate: won amount divided by total amount |
| Where you add it | On the dataset (**Calculated fields (dataset-wide)**) or in the report builder (**Add calculated field**) | In the report builder, on the **Data** tab under **CALCULATED MEASURES** |
| Who can use it | Every report built on the dataset | The report you add it to |

A quick test: if the formula makes sense for a single record, it's a calculated field. If it only makes sense for a total, such as a ratio of two sums, it's a calculated measure.

## Add a calculated field

1. Open the dataset and click a card to open its **Configure** panel, then click **Add calculated field**. In the report builder, click **Add calculated field** under **ENTITIES & FIELDS** instead.
2. Enter a **Field name**.
3. Choose the result type: **number**, **currency ($)**, **text**, **date**, or **true/false**.
4. Write the formula. Put field names in square brackets, such as `[Amount]`. Functions include `concat`, `datediff`, `round`, `coalesce`, and `lookup`.
5. Click **Add field**. The button turns on once the formula is valid.

![A calculated field named Days to close, with a number result type and a datediff formula.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/reports-beta_calculated-fields_01.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A14%3A53Z&se=2026-11-15T01%3A14%3A53Z&sr=c&sp=r&sig=K23tUvbof3PMbYr%2Bsw4Ca0WFKjLMYoh4W4EQbBdEtJ4%3D)

The new field appears under **Calculated fields** in **ENTITIES & FIELDS**, ready to add to a report like any other field.

### When two record types share a field name

If more than one record type in the dataset has a field with the same name, the formula shows an error such as **Several fields are named "Created Date"**. Add the record type in front of the field name to say which one you mean:

`datediff([Opportunities: Created Date], [Close Date])`

## Add a calculated measure

1. In the report builder, add the measures your formula needs to **METRICS** first, such as **Amount · sum**.
2. On the **Data** tab, under **CALCULATED MEASURES**, click **Add calculated measure**.
3. Enter a **Name**, such as Win rate.
4. Write the **Formula**, referring to the report's measures in square brackets. For example: `[Won (sum)] / [Amount (sum)] * 100`. Functions include `round`, `coalesce`, and `greatest`.
5. Select **The result is a money amount** if the result is money. A difference, such as actual minus target, is money. A ratio, such as actual divided by target, isn't. Fullcast doesn't guess this from the formula.
6. Click **Add measure**.

![The Configure measure dialog with a name, a formula, and the money amount option.](https://cdn.document360.io/369efcf7-66f9-4f6b-9d45-9ca24a5b06cf/Images/Documentation/reports-beta_calculated-fields_02.png?sv=2026-02-06&spr=https&st=2026-11-15T00%3A14%3A53Z&se=2026-11-15T01%3A14%3A53Z&sr=c&sp=r&sig=K23tUvbof3PMbYr%2Bsw4Ca0WFKjLMYoh4W4EQbBdEtJ4%3D)

Calculated measures work on totals, so they add up correctly at every grouping level. A per-row formula belongs in a calculated field instead.

## Related

- [Build a dataset in Reporting (Beta)](/build-a-dataset-in-reporting-beta.md)
- [Build and save a report in Reporting (Beta)](/build-and-save-a-report-in-reporting-beta.md)
- [Troubleshoot Reporting (Beta)](/troubleshoot-reporting-beta.md)