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Adding Custom Fields to the Report Builder Follow

Overview

The Report Builder is a powerful tool. The Custom Fields tab within the Report Builder allows you to automatically add predetermined values to the end of your report. 

For example, you may need to add the value Year to each lead in your report. Therefore, in the Custom Fields tab, you can enter the column Year and the value 2020. 

 

Setup Process

1. Create a new report, or edit your current report

image of a current report called example report

 

2. Once you have populated the details you need, select the Custom Fields tab

image of the custom fields tab

 

3. In this section you can add your Custom Fields. Select the '+ Add Custom Fields' button to add your fields

image of custom fields

4. Once you are happy click Save and your report is ready.

 

Articles in this section

  • Report Builder: Creating and Generating Reports
  • Report Builder - What is Grouping?
  • Report Builder - Sending Your Report As A Password Protected XLSX
  • Adding Custom Fields to the Report Builder
  • Creating an Advertiser Performance Report
  • Publisher Report

Related articles

  • Integration Requirements
  • Report Builder: Creating and Generating Reports
  • Report Builder - What is Grouping?
  • Adding a New Field to a Lead
  • Lead Export
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Related articles

  • Integration Requirements
  • Report Builder: Creating and Generating Reports
  • Report Builder - What is Grouping?
  • Adding a New Field to a Lead
  • Lead Export
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