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Include More Fields in Reports

  • Updated:

This article will show you how to include more Fields in a Report.

 

 

Instructions

  1. Navigate to the Reports tab
    reports
  2. Select a report
    transaction - transaction report
  3. Click Fields at the top to reveal a list of fields you can include in the report
    fields
  4. Check the box next to a field name to include it in a report
    select fields
    • Note: You can include Custom Data fields and Prompt Responses where applicable.
      field categories
  5. Click Apply to refresh the report with the selected fields
    apply

Comments

Let us know what was helpful or not helpful about the article.

1 comment

Date Votes
  • Ray Pedrina

    Why isn't the team name one of the filters or fields option to check off? I can run a report with the manager of the team and all their information but can't include their team names with the same report. 

    0

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