You can add calculations to your reports in Wealthbox by clicking on the column's menu and choosing your desired calculations:
Calculation Types
Sum
The sum calculation adds up all the values in the column.
Sum calculations are supported for the following field types:
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Number
-
Currency
Average
The average calculation provides the mean by dividing the sum by the count of values for the column.
Average calculations are supported for the following field types:
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Number
-
Currency
-
Percent
Maximum
The maximum calculation provides the highest value in the column.
Maximum calculations are supported for the following field types:
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Number
-
Currency
-
Dates
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Percent
Minimum
The minimum calculation provides the lowest value in the column. Zeroes are included in this calculation, while empty fields are not.
Average calculations are supported for the following field types:
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Number
-
Currency
-
Dates
-
Percent
Count
The count calculation provides the count of values in the column. Zeroes are included in the count, while empty fields and "false" values (for checkbox fields) are not.
Count calculations are supported for all field types