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Oct. 23, 2025

Kanban Column Aggregates

View totals directly within your Kanban columns to quickly see aggregate data across your jobs, customers, or vendors. For example, you can display the total Projected Profit for all jobs in a phase or the total amount of open invoices grouped by Project Manager.
Get started:
  • Navigate to your Customers, Vendors, or Jobs directory and open a Kanban view.
  • Click the gear icon to open your view settings, select the Fields tab, and toggle on any currency, numeric, or formula fields you’d like to see aggregated.
  • Expand the column header to view totals for the fields you enabled.
  • To show aggregates by default, make sure the field is within the top five fields in your list, and displayed on the Kanban cards.
    • All other aggregates remain available when you expand the column header. Save your changes once your view looks just right.
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