Aggregate & Analyze data using Summary field

Zoho Project's new custom field is designed to simplify how you track, analyze, and understand your project information. With smarter aggregation, the Summary field instantly calculates an aggregate values like sum, min, max, count, record count, unique count of the data in the fields. It helps you compile values from a selected module directly into the parent entity column.

For example,

Finance teams can aggregate transaction records to calculate expenses, average spend per category, or the highest and lowest costs within a department.

HR managers can compile employee-related data such as total leaves taken, average performance scores, or count of training sessions completed per department or individual.

Healthcare coordinators can summarize patient data like total visits, average treatment duration, or count of unique diagnoses across departments to improve reporting and decision-making.

IT Support teams can compile ticket data to see total tickets handled, average resolution time, or number of open vs closed issues per agent or team.

Zoho project users, with custom field permissions can create up to 5 summary field per module. This is available Enterprise plan onwards and can be added to Projects, phases, and tasks layouts. The other default and custom modules can be added as Related modules to pull data from. This helps users simplify data, navigate and pick information from large datasets. Additionally, using the Summary field, users and teams can:

Eliminate manual calculations
Gain real time aggregated insights
Make faster data-driven decisions

Add summary field to your layouts and enable data aggregation to help your team make informed decisions without manual calculations in Zoho Projects.