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Where to find Custom Fields in Reporting
How to add a Custom Field to Projectworks Managed Reports
Access Level Requirements
As with all report creation and editing, you must have the Reporting feature turned on and the ‘Can View’ and ‘Can Edit’ permissions granted to your Access Level. Read more about how Access Levels work for reporting.
Where to find Custom Fields in Reporting
Because Custom Fields are, by definition, custom, and can be edited at will within Projectworks, they are managed through ‘Models’ in the Report builder instead of through Reporting Views. You will see Models as an option for your starting data. Clicking Models shows you all the entities your company has created Custom Fields against e.g. Projects, Invoices etc.
The Models work exactly the same as the Reporting Views. You can join them together with the Reporting Views if they share a common attribute e.g. Project ID.
Updates to Custom Fields will be immediately available to use in the Report builder, however, if you deactivate/delete a Custom Field that has been used in a report, the report will break.
Updates to Custom Fields will be immediately available to use in the Report builder, however, if you deactivate/delete a Custom Field that has been used in a report, the report will break.
How to add a Custom Field to Projectworks Managed Reports
To customize a Projectworks Managed Report, you must first duplicate it. Open the Report Builder for the duplicated report, then join the Model that contains the custom field you want to include in the report.
Click here to learn more about how to clone a Projectworks Managed Report.