Expressions and KPIs

Create custom formulas and KPIs to automate advanced calculations within your reports.

In Report Designer, you can create Expressions and KPIs to save time when you are building your reports.

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KPIs

Create reusable KPIs to ensure consistent calculations across all your reports.

Examples: Create Expressions and KPIs

See how expressions and KPIs combine to calculate advanced metrics automatically.

Expressions

Use expressions to update account selections across all reports from one place.

Last modified May 8, 2026