How to Setup Custom Reporting Fields



Objective:

  • Learn the basics of the custom reporting field feature
  • Learn how to add custom reporting fields
  • Learn the different types of forms/fields you can add
  • Learn how to customize each type of forms/fields

Introduction


The Custom Reporting Fields feature is allows you to have more fields to be filled out on the opportunity reporting page. All added fields will apply to all the opportunities on your portal and will be displayed under the "Noteworthy" tab.


As a super administrator, you can setup custom reporting fields according to your needs and desires.


Adding Custom Reporting Fields


You can only add custom reporting fields from the Setup Panel. To access it, click [Settings] at the left-hand sidebar.



Under the "Usage and Account", click "Reporting".



Scroll down until you get to the "Custom reporting fields" section, just blow the "Custom self-reporting fields" section. (If you want to read about "Custom self-reporting fields", click here.)


As of now, there are 7 items you can add:

  • Header
  • Text input
  • Number input
  • Yes/No button
  • Drop down
  • Checklist
  • File upload


For every reporting field, a list of options is given to allow further customisation on the reporting fields. However, there are three recurring options:

  1. Question / Label / Title
    • This option allows you to name your custom reporting field.
  2. Note (optional)
    • To 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 on the next reporting section.

Note: Aside from these three, there are various options for each and every field. It will all be explained in each of type of custom reporting field below.


Header


If you are planning to add more than one custom reporting field, consider adding a header to break down the fields according to their purposes.


To add a header, click the [Add item] box and select "Header" from the drop down options.



For this demonstration, let us name the header "Additional Information".



Text Input


A text input is very a good choice if you wanted to ask an open ended question. This provides a user to not just provide you a yes or no question, but an explanation as well.


To add a text input, select "Text input" from the drop down options. For this demonstration, let us ask the user for suggestions.



For this demonstration, let us ask the user for suggestions.



Available options:

  • Short
    • This makes the text form shorter, designed for shorter answers.
  • Multi-line
    • This is perfect if you are expecting lengthy answers from the user.


Number Input


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


To add a number input, select "Number input" from the drop down options. 



For this demonstration, let us ask the user about the total number of people who attended the opportunity. To provide further clarity, let us note that we are asking for the total number of people including attendees, participants, and beneficiaries.



Available options:

  • 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.


Yes/No Button


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


To add this button, select "Yes/No input" from the drop down options. 



For this demonstration, let us simply ask the user if the event was enjoyable.



Drop Down


This type of input allows the user to select an answer from a list with predetermine options.


To add this input, select "Drown down" from the drop down options. 



For this demonstration, let us ask the user to rate the event with these three options: Bad, Good, and Excellent.



Available option:

  • Items (1 per line)
    • This is the place where you can input your options for the drop down, 1 option per line. This is what users see after clicking the drop down.


Checklist


Like the drop down input, a checklist allows the user to select (by checking) an answer from a list with predetermine options. However, you can select more than one answer using checklist.


To add this input, select "Checklist" from the drop down options. 



For this demonstration, let us find out the races present during the event.



Available option:

  • Items (1 per line)
    • This is the place where you can input your options for the drop down, 1 option per line. This is what users see after clicking the drop down.


File Upload


This option allows the user to upload any file. 


To add this input, select "File upload" from the drop down options. 



For this demonstration, let us ask the user to upload pictures of the event.



Available option:

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

Note: You can select more than one file type.


Once you are done, click "Save".



This is how it looks like in the "Noteworthy" section of "Do Reporting".



For more information: