Using customized fields in reports

[Product User]

How do I run a report showing fields I added in new tabs? And can I filter by this field?



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[Support Team]

Re: Using customized fields in reports

In order to see customized fields in reports, you can customize the report and add your fields to the report. You should copy a similar report into your custom reports. Then you can click the Design button, and add other fields to the reports, including your own customized fields, which will appear in the report's field list, under your own customized subject (field's group). You can read more about reports customizations on our web site, in the FAQ > Reports.

You can also filter the report according to your customized field – in the report generation window, click Expand>> , go to the By Subject tab, and in the Subject, select your customized subject. Now you can select your own customized fields and filter the report by them.

Eitan