Sharing Calculated Fields in Reports: Workaround and Future Enhancements

This article provides a temporary workaround to share the calculated fields from a specific report.

\uD83D\uDCD8 Instructions

Temporary Workaround

Until the sharing functionality is implemented, users can employ the following workaround to utilize calculated fields created by others:

1. Share the Complete Report:

   • The original creator of the report with the calculated fields should share the entire report with other users.

2. Save a Copy of the Shared Report:

   • Users who receive the shared report can save a copy. When they save the report, a copy of the calculated fields within it will be saved under My Calculated fields with a description → (Auto created on saving shared report).

3. Use the Copied Calculated Fields:

   • Once the report is copied, the user can use the copied calculated fields in their new reports, which are available under the Calculated section.