How to Setup Custom Reporting Fields

How to Add Custom Reporting Fields

To add custom report fields, follow these steps:

1. Navigate to the setup panel of your platform and go to the Opportunity Reporting tab under Usage and Account.

2. Scroll down until you get to the Custom reporting fields group.

3. To add an item, click on the Add item button.

There are 8 types of items you can add:

1. Header
2. Text input
3. Number input
4. Date input
5. Yes/No button
6. Dropdown
7. Checklist
8. File upload

There are options for every field that would allow you to further customize them.

The three most recurring options are the following:

1. Question / Label / Title: This allows you to name your custom reporting field.
2. Note (optional): Provide clarity on what is asked, you may provide a note that further explains the purpose or intent of the field.
3. Required: When checked, this option requires the user to fill out the field before he can proceed to the next reporting section.

Aside from these three, there are other options for each type of field. More will be explained below.

1. Header

The header item is not really a field per se. But it's more like an element that would help you organize your fields especially if you plan to add more than one custom reporting field.

To add a header, click the Add item box and select Header from the options.

On the right side, you will see a section where you can customize the header.

For example, let's label the header Additional Information and leave the note blank.

If you want, you can also add some notes that would further expound on what the header and the section are all about.

New elements and fields are added at the bottom. Scroll down to see the new header added.

If you want to place any field higher or lower in the form, you will see up and down arrows on the right side. The x button will delete the field from the form.

2. Text Input

Text input is a good field to use if you want to ask an open-ended question. This requires a user to not just provide you with a yes or no question, but an explanation as well.

To add a text input, click the Add item box and select Text input from the options.

As an example, you can ask the participant for any suggestions.

There are also other options available here:

• Short: Makes the text form shorter, designed for shorter answers.
• Multi-line: Perfect if you are expecting lengthy answers from the user.

If you didn't choose anything, the field would use the default short line. If you enabled multi-line, this is how it looks on the reporting page:

3. Number Input

If you desire a numerical answer, go with a number input. The form has up and down arrows that users can click to increase/decrease the number input.

To add a number input, click the Add item box and select Number input from the options.

For example, you can ask users about the total number of people who attended the opportunity.

You can also add a note to clarify that you're asking for the total number of people who attended including attendees and beneficiaries.

Other options available are:

• Allow decimals: Normally, you can only input whole numbers on the form and increase/decrease it using the up/down arrows. However, if you wish to introduce decimals on the input, check this option.
• Minimum value: This option allows you to set a default minimum value. The input from the user cannot go lower than this.
• Maximum value: This option allows you to set a default maximum value. The input from the user cannot go higher than this.

Below is how a number input looks on the reporting page. Notice that there are up and down arrows on the field users can use to provide a number.

4. Date input

The date input will enable the users to enter a specific date.

To add a number input, click the Add item box and select Date input from the options.

For example, you can ask the users their next availability.

Other options available are:

• Minimum date allowed
• Maximum date allowed

Below is how a date input looks on the reporting page. When the user clicks on the field, a mini-calendar will appear where they can simply click on a date.

5. Yes/No button

If all you need is a yes or no answer, this field type is more than sufficient.

To add a yes/no button, click the Add item box and select the Yes/No button from the options.

For example, you can ask the user he or she find the event enjoyable.

This is how a yes/no button looks on the reporting page:

6. Drop Down

This type of input allows users to select an answer from a list of predetermined options.

To add a dropdown, click the Add item box and select the Drop down from the options.

For example, you can ask the user completing the report if he or she enjoyed the event and select one of three options: Bad, Good, or Excellent.

In the options part, you will see a field where you can enter the options that will be shown in the dropdown.

This is how a dropdown looks on the reporting page:

7. Checklist

The checklist field allows the user to check one or more answers from a list of predetermined options.

To add a dropdown, click the Add item box and select the Checklist from the options.

For example, you can ask the user doing the report which races are present during the event.

In the options part, you will see a field where you can enter the options that will be shown in the checklist.

This is how a dropdown looks on the reporting page:

8. File Upload

This option will allow the user to upload any file.

To add a file upload field, click the Add item box and select File upload from the options.

For example, you can ask the user to upload pictures of the event and restrict the file type only to image files.

Other available options include:

• Image files
  • Checking this allows the user to upload files with .jpg,.png,.jpeg,.tiff extensions.
• Text document
  • Checking this allows the user to upload files with .ott,.pdf,.doc,.txt,.odt,.rtf,.docx extensions.
• Spreadsheet files
  • Checking this allows the user to upload files with .xlsx,.xls,.csv,.ods extensions.

You can allow multiple file types in the options.

Below is how the custom reporting fields on the reporting page look like: