To access Flex Reports, select menu option:

Management > Site Setup > Website Setup, Site Customization, Flex Reports, or for newer sites, Person Icon in Upper Right > Website Setup > Site Customization > Flex Reports

• Click the pencil to edit the Flex Report
  • Remember to use Save As to make a copy of the V2 report.

• Or create a new flex report: Click New Report.

• Go to the Report Display tab:

• On the right side of the screen, click “Add Display Column”

A formula can only be used on number fields, such as Net, Barter, Gross, Invoice total, Split Rep %, etc.

To create a formula for Sales Tax we will use:

Net * State Tax Rate

To create this in the report:

• Type your column heading “State Tax”
• Select the Data Source “vwCustomReport_ProductionJobJacket_v2, from the drop-down list

• Select the Net field from the Source fields drop-down:

• Click the      +    sign to add the field to the formula box.

• Next, type your mathematical operator “✱”

• Type the State Sales Tax Rate in decimal format
  • In this example we will use “.0625”

• You can also Group, Total, Count, calculate Average, Min, and Max on this field, just like on any other fields in the report.
• Click Save and run or preview your report with the  new calculated field.

If you make a mistake – you can backspace and correct your formula.  If you need to use a custom field, you can change the Data Set, and select your custom field from the Source Fields.