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How to Add Custom Fields to a Report

How to Add Custom Fields to a Report

Customize a report by adding a drop-down menu. Use drop-down menus to filter report data with custom attributes or metrics.

Opening a report

Click Reports on the main menu.

Select a tab and open the report you want to customize.

In this example, we open the Sales Orders report, which by default shows the Customer attribute.

Adding custom fields

The next step is to add fields to the report.

Go to the left pane and locate the object you want to add.

Drag the object to the table. RevLock inserts a new column.

Right-click the heading of the new column and select Move > To Page-by Axis.

Click Save.

RevLock adds a drop-down menu to the table and filters the data using the default field.

To filter the table with a different field, click the drop-down menu and select an option.

Removing a custom field

To remove a custom field from a table:

Hover the object name next to the drop-down menu.

Right-click the object name and select Remove from Grid.

RevLock removes the drop-down menu and custom field.

Updated on: 29/09/2021

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