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Regular Visitor
xddenise
Posts: 1

Using User fields in report formula calculation

I have a field that is stored as a custom field in our User object.  It is a number (the target number of activities we expect to see from that person per some period of time).

 

I would like to create a custom summary/formula in an Activity report that references that number.  Specifically, I would like to calcualte the percent-to-target that user is.

 

For example:

  • User's monthly target is 100 activities of a certian type.  This number is stored in thier user object as the "Target" field.
  • That user has recorded 70 activities for the month.
  • I would like to write a report that shows that the user is 70% to their target.


The way I'm trying to achieve this is by taking the RowCount from the Formula Builder and I *want* to do something like this:

 

 RowCount/{!User.MyCustomField}

 

Is anything like this possible?

 

Super Contributor
Stevemo
Posts: 3,210

Re: Using User fields in report formula calculation

You probably have to create a Custom Report Type in order to get a handle to your custom User field.  The User object is pretty locked down in most standard SFDC Reports.
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