Save Formulas For Reporting
We use a scholarship scoring rubric that uses weighted scales for Income & GPA. In order to alleviate the workload for our evaluators, we don't ask them to score income or GPA since it is a fixed score based on the scale.
We calculate these scores along with a total score using formulas within reporting. Currently, I am keeping the 9 lines of formula used to calculate the scores in a Word doc and copying and pasting each of the 9 lines into SLM Reporting for each Opportunity.
It gets pretty time consuming, considering that we have 150+ reports to generate each year. It would save me hours/days of work if I could save the formula "set" and apply it with one click in each report. A true dream would be that we could save the formula set to apply to all SLM reports automatically.
Tess DeHart
shared this idea