Reporting on empty fields Last updated : 6th October 2021 Workbooks includes filters and report criteria to allow you to check if a field ‘is blank’ or ‘is not blank’, but sometimes, you need to do this check within a calculated column. There are a Continue Reading
Financial Year Reporting Last updated : 12th November 2025 Workbooks has a number of functions that can be used within calculated columns to help simplify reporting on Financial Year information for records. These functions can be especially useful when working with Financial Reports to Continue Reading
Comments in Calculated Columns Last updated : 16th February 2026 When creating a calculated column it is possible to add comments within the code. This is so that Users can leave behind a brief explanation of what the calculation does so that it is easy Continue Reading
Applying Search filters in Calculated Columns Last updated : 26th September 2018 It is possible to replicate all of the search filters from a Landing Page within a Report Calculated Column. This article will provide some examples of the formats you will need to follow in order Continue Reading
Introduction to Date Functions in Reports Last updated : 7th October 2025 This page will cover some of the most common Date Functions that you may use when creating Reports. These can then be used to look at progress over time, or the time between updates on Continue Reading
Introduction to the IF Statement Last updated : 2nd March 2026 This post is to help you become more familiar with the IF statement within a Report, it will cover how it can be used in a Reporting. IF statements are a great way to see Continue Reading
Introduction to the CASE Statement Last updated : 18th February 2026 The CASE statement is similar to the IF statement. However, it allows you to apply more complicated logic than a simple yes or no response. The structure of a CASE Statement is as follows: You Continue Reading
Using Calculated Criteria Last updated : 5th February 2013 How to use Calculated Criteria in order to refine the results to only include records in a report that fit one or another criteria, which don’t refer to the same field. Continue Reading