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Summary Functions On Reports

Why This Matters

Report summary functions are a part of the Report creation process. These report Summary functions are mainly used when you want to add formulas to specific fields and display your records according to your needs. You need to specify the column name and select the formula output type, indicating the kind of result you want (e.

What You'll Need

  • Admin access to SubcontractorHub

  • A web browser (Chrome or Edge recommended)

Step-by-Step Instructions

Step 1

When you click on “Add Row - Level formula” it directs you to the functions page. Here is where you can create the necessary formulas for your report summary functions and select the “functions” in the left-top.

Step 2

Enter the name of the column, Formula output type, and Select the function that you want to add and “Insert” When done click on the “Apply” and the Formula gets added to the assigned column with the expected output type. Step2: Click "Save & Run".Summary FunctionsHere is an explanation of each function type:FunctionsDescriptionsExampleConcatenateThe Concatenate function in SubcontractorHub combines data from multiple strings into a single string, useful for creating cohesive proposals or reports. Combining first and last names into a full name. Formula”Function DescriptionSyntax:CONCAT(expression1, expression2, expression3,...)Parameters:expression1 - requiredexpression2 - optionaletc..Example:CONCAT(" string1", " string2 ", " string3 ")“Days DifferenceCalculates the number of days between two dates, assisting in project management and scheduling tasks related to subcontractors. Calculates the number of days between two dates, assisting in project management and scheduling tasks related to subcontractors. Formula“Function DescriptionSyntax:DATEDIFF(end_date, start_date)Parameters:end_date - requiredstart_date - requiredExample:DATEDIFF("2017-01-01", "2016-12-24")“Timestamp DifferenceComputes the difference between two timestamps. Evaluating the time taken to complete a task. Formula“Function DescriptionSyntax:TIMESTAMPDIFF(unit, date1, date2)Parameters:unit - required (uints: MICROSECOND, SECOND, MINUTE, HOUR, DAY, WEEK, MONTH, QUARTER, YEAR)date1 - requireddate2 - requiredExample:TIMESTAMPDIFF(SECOND, "2010-01-01 10:10:20", "2010-01-01 10:45:59")“Date FormatConverts a date into a specified format. Displaying dates in “MM/DD/YYYY” format. Formula“Function DescriptionSyntax:DATE_FORMAT(date, format)Parameters:date - requiredformat - requiredExample:DATE_FORMAT("2017-06-15", "%M %d %Y")“YearExtracts the exact year from a date. Analyzing sales data by year. Formula“Function DescriptionSyntax:YEAR(date)Parameters:date - requiredExample:YEAR("2017-06-15 09:34:21"))“MonthExtracts the month from a date. Creates reporting monthly performance metrics. Formula“Function DescriptionSyntax:MONTH(date)Parameters:date - requiredExample:MONTH("2017-06-15 09:34:21"))“Month NameReturns the name of the month from a date. Creating a report that lists activities by month name. Formula“Function DescriptionSyntax:MONTHNAME(date)Parameters:date - requiredExample:MONTHNAME("2017-06-15 09:34:21"))“DayExtracts the day from a date. Evaluating daily task completion. Formula“Function DescriptionSyntax:DAY(date)Parameters:date - requiredExample:DAY("2017-06-15 09:34:21"))“Day NameReturns the name of the day from a date. Analyzing attendance patterns by weekday. Formula“Function DescriptionSyntax:DAYNAME(date)Parameters:date - requiredExample:DAYNAME("2017-06-15 09:34:21"))“Day of YearGives the day number within the year (1-365/366).Tracking project milestones within the year. Formula“Function DescriptionSyntax:DAYOFYEAR(date)Parameters:date - requiredExample:DAYOFYEAR("2017-06-15 09:34:21"))“Week DayReturns the day of the week for a given date. Scheduling tasks based on weekdays. Formula“Function DescriptionSyntax:DAYNAME(date)Parameters:date - requiredExample:“Week NumberReturns the week number of the year for a date. Weekly performance tracking. Formula“Function DescriptionSyntax:WEEK(date)Parameters:date - requiredExample:WEEK("2017-06-15 09:34:21"))“QuarterIdentifies the quarter of the year for a date. Analyzing financial performance by quarter. Formula“Function DescriptionSyntax:QUARTER(date)Parameters:date - requiredExample:QUARTER("2017-06-15 09:34:21"))“AbsoluteReturns the absolute value of a number. Evaluating financial data without negative signs. Formula“Function DescriptionSyntax:ABS(number)Parameters:number - requiredExample:ABS(-24.5))“CeilingRounds a number up to the nearest integer. Estimating required resources or materials. Formula“Function DescriptionSyntax:CEILING(number)Parameters:number - requiredExample:CEILING(-24.5))“IFEvaluate a condition and return one value if true and another if false. Decision-making in project status reports. Formula“Function DescriptionSyntax:IF(condition, value_if_true, value_if_false)Parameters:condition - requiredvalue_if_true - required. The value to return if condition is TRUEvalue_if_false -required. The value to return if condition is FALSEExample:IF(400<1000, 4, 10)“PositionReturns the position of a substring within a string. Identifying specific keywords in feedback. Formula“Function DescriptionSyntax:POSITION(substring IN string)Parameters:substring - required, the substring to search for in stringstring - required. The original string that will be searchedExample:POSITION("COM" IN " subcontractorhub.com")“FormatFormats a number or date into a specific style. Presenting financial data in currency format. Formula“Function DescriptionSyntax:FORMAT(number, decimal_places)Parameters:number - required. The number to be formatteddecimal_places - required. The number of decimal places for number. If this parameter is 0, this function returns a string with no decimal placesExample:FORMAT(360500.5664, 2)”Find in SetCheck if a value is present in a given set of values.I am validating project statuses against a predefined list. Formula“Function DescriptionSyntax:FIND_IN_SET(string, string_list)Parameters:string - required. The string to search fordecimal_places - required. The list of string values to be searched (separated by commas)Example:FIND_IN_SET(" q", " s,q,l")“

Real-World Example

💡 A solar contractor uses the add summary functions to reports for quick totals and averages feature to keep their daily operations running smoothly — saving time on every project and reducing manual errors for the whole team.

Pro Tips

  • Start small: Test this feature on one project before rolling it out company-wide.

  • Need help? Contact SubcontractorHub support — they're always happy to walk you through it.

  • Bookmark this guide: Come back anytime you need a quick refresher.

Troubleshooting

Problem

Solution

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Change Log

Date

Change

May 2026

Rewritten for clarity; simplified language for non-technical contractors

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