What is Custom Reporting?
Gnomes avatar
Written by Gnomes
Updated over a week ago

Custom Report Fields allow you to add data at the client level that then are processed when you run your reports. Examples include unique ID numbers that link to other applications, like QuickBooks or Salesforce, or adding programmatic plan details like “member,” “scholarship,” or “free.” 

You can use the 4 additional Reporting Fields however you want, just make sure it is consistent across users so the data lines up when you pull the report.

To add data to these fields for each client, go to your Clients tab > General > Click 'Edit' next to Custom Reporting > Turn 'Custom reporting fields are' ON (green) > Enter data > Save.

Contact us if you have any questions about adding custom reporting fields.

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