How to Customise Reporting According to Activity Type

Modified on Tue, 14 Dec 2021 at 08:32 AM




Custom reporting fields enable you to customise the report depending on the type of activity done. This allows you to collect a particular type of data that is directly linked to the type of activity. 


For example, you can use custom reporting fields to manage pre and post-assessment questions linked to training as a type of activity. 


The good news is, you can now limit the fields and make them show according to the activity type you prefer.





You will need to have super admin rights for you to set up custom self reporting fields.

How to show a custom self-reporting field on a specific activity type only



Types of activities need to be set up before you can link the custom self-reporting fields to the activity.


Click here to learn about setting up types of activities which can only be done if you have have super admin rights on your account.


To limit custom self-reporting fields according to activity type, follow the steps below




1. Navigate to the setup panel



Click on the "Settings" link on the left-hand sidebar and go to the "Opportunity reporting" under usage and account settings.





2. Add a custom self-reporting field



As you may know, the fields you can add here are the same ones when you set up custom reporting fields.


If you want to read more about the type of fields you add, kindly check out this article on how to set up custom reporting fields.


Scroll down until you get to the section where you can change the settings for custom self-reporting fields.


For demo purposes, let's add a yes/no button at the top that asks the user whether or not the payroll was given on time.





3. Determine which activity type the custom self-reporting field would appear



On the right side, you would see options where you can select the activity type where the self-reporting field would show up.


There's also a button to directly select all activity types or none at all.



To select an activity type, simply tick its checkbox.


For example, let's say you want to show the new field only to "Payroll Giving" activity types.



Save the changes



After you determine which activity types the self-reporting field should appear, scroll down to the bottom of the usage and account settings until you see the "Save" button.


Click on it.



To see the changes, here's the opportunity part for a payroll giving opportunity:



On the other hand, observe the opportunity reporting form for an opportunity unrelated to payroll giving:



Setting up and Tracking Trends



Custom self reporting fields can be used to track the change your program is having on the users by tracking only numeric outcomes such as the % change or the exams marks achieved by the beneficiary of the program. 


This is a great feature to use for your pre and post assessments especially when you are running a program that is time bared and you would like a record of the change beneficiaries have had from starting the program to completing it.


For the custom self reporting outcome to show on a user profile, the field needs to enabled to appear by clicking on "Show Trends" when creating the custom field


Ensure the type of field selected is 'number', otherwise the "show trend" option will not be available




Once a report is completed that is linked to the type of activity that you have linked the custom self report to, the % difference will appear of the user profile as below.



From the profile above, you are able to see the % increase or decrease of the change being measured by the program on an ongoing basis. 


As a super admin you are able to access a report on the trends from the insights page. To learn more about how to access the report click here


That's it! As you must have noticed, it's quite possible to do this for every custom self-reporting field that you add and link it to the correct type of activity.

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