New Formula Options in the Custom Report Builder

What it is

The Custom Report Builder now offers two guided ways to write formulas alongside the existing syntax approach. Conditional logic handles if-then-else cases through an interface rather than written syntax, and a summary measure builds an aggregation on a measure the same guided way. If deal amount is over a thousand, return high value, otherwise return low value, without hand-writing the formula. This is in public beta across Professional and Enterprise tiers for all hubs.

Why it matters

The real shift here is being able to handle reporting logic inside the report instead of creating a calculation property you do not otherwise need. A lot of portals carry tech debt from the opposite habit, where every bit of report logic became a new property. There is still a place for a property, like combining several integration-specific fields into one durable value. For one-off reporting cases, this keeps the logic where it belongs and your property count lower.