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Adding Custom Fields to the Report Builder Follow

Alice Jaeb
  • February 23, 2021 14:07
  • Updated

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

Screenshot_2020-08-19_at_11.02.08.png

 

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

Screenshot_2020-08-19_at_11.00.06.png

 

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

Screenshot_2020-08-19_at_11.00.47.png

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

 

Articles in this section

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  • Report Builder - What is Grouping?
  • Report Builder - Sending Your Report As A Password Protected XLSX
  • Adding Custom Fields to the Report Builder
  • Report Builder: Editing a Report
  • Using Convertr Insights
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  • Archive Report
  • Campaign Leads Report
  • Publisher Performance Report
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Related articles

  • Report Builder: Creating and Generating Reports
  • Global Telephone Test Job
  • Introduction to Bulk Editing
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