See totals from a glance using the Rollup column — such as the sum of a particular field across all the records linked to that object (e.g. sum of “hours worked” across all the shifts for that user) or compare a sum against a total (e.g. % of all documents that are “approved” on a user’s profile).

To add Rollup as a new column directly to a table:

To add a Rollup column inside the record details:

Count - number of records of a selected object

For example, use the Count type to calculate the number of shifts (first field) per role type (second field).

Progress Tracker - progress against a goal or percentage against a total

For example, use the Progress Tracker type to determine the percentage (%) of all shifts that are “unfulfilled” at a certain location.

Sum - total of a particular field across all records linked to that object

For example, use the Sum type to calculate the total number of “hours scheduled” this week per user.

Q: Can I change the color of the progress bar?

A: The color of the progress bar will change automatically based on the range it falls in:

Q: Why am I getting a ‘field not supported’ message?

A: Certain fields such as "total pay" or "overtime pay" cannot be used within a filter to calculate a Rollup value as of now.

Have feedback on the Rollup column, want to request a new feature, or spotted a bug? Let us know on our Canny!