Hi Trailblazers,
I need help with a summary formula in a Salesforce report. I have a matrix report with two groupings:
- The first grouping is by Subject (e.g., “Eligibility Check” and “KYC Review Repair 1: QCC1”)
- The second is by Month (e.g., July 2025)
Each subject has a “Unique Count of Case Id” and a “Count” value.
I want to create a summary formula that divides the count of one grouped row (specifically KYC Review Repair 1: QCC1 which has 1027 counts) by the Eligibility Check count (4342).
Basically, I want to show a percentage like:
(KYC Count / Eligibility Count)
Is there a way to do this within a summary formula directly in the report?
