The formula field isn’t included at the correct summary level.

Problem Explanation

Report formulas and field-level formulas behave differently depending on grouping and aggregation.

Root Cause(s)

1. Formula field set to row-level only

2. Incorrect summary function

3. Field excluded from report type

Step-by-Step Solution

1. Edit report and check field properties

2. Change summary type (SUM, MAX, etc.)

3. Confirm report type includes formula field

Edge Cases & Variations

1. Cross-object formulas may lag

2. Joined reports handle formulas per block

Common Mistakes to Avoid

1. Expecting row-level formulas to auto-summarize

2. Using text formulas in numeric summaries