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More about Product FeedbackSeems like low lying fruit to have the auto sum feature work in VALUE and SUM custom fields when I export to Excel without having to manually add each figure.
I have tried every workaround I can think of. Is this an issue for any other customer?
Folllowing List for Post: Reports: Export to Excel Auto Sum
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Hi Patricia, great to hear from you again! Thanks for posting this here. I just did some testing, and the sum fields were included in the Excel file when exporting from Table View (where the sum field is visible). Could you please let me know which Custom Field types aren't being summed up, and which view you're exporting from? Looking forward to hearing from you! :)
Greetings Anastasia. We are exporting specific REPORTS to Excel which will not auto sum custom fields that are numbers/currency. I will try from TABLE view. Thank you for the quick response
Patricia, thanks for clarifying, and sorry for missing the part about Reports earlier! You're right, the aggregation fields aren't available in Reports at the moment, but I understand how this would be useful and make the reporting experience more streamlined. I wanted to share an existing post with a request for similar functionality, it would be great if you could add your vote there too, so we could consolidate votes for similar requests: Possibility to See Summary of Custom Fields in Reports. Let me know if you have any questions about this, I'll be happy to help!