Best Practices for Using Custom Fields in Reports

Overview:
Custom Fields can be powerful when used to filter, segment, or label your data in reports.

Steps:

1. Go to the relevant module (e.g., Projects, Clients).

2. Use the Advanced Filters or Search bar.

3. Select your custom field to filter or group results.

4. Export to Excel or PDF with custom data included.

Tips & Best Practices:

• Plan your custom field structure with reporting in mind.

• Use consistent field types (like dropdowns) to make reporting easier.

• Label fields clearly for better understanding across teams.

Troubleshooting / FAQs:

• Custom field missing in export? Not all modules support custom field exports.

• Can I build dashboards from custom fields? Only if the reporting module allows it (coming soon in Laywork).