How do I create a report using custom fields?
You can include any custom field you've created as a column in a report. This lets you see custom field values, such as T-shirt size or food allergies, for all employees in one place.
- Go to Insights, then click Reports.
- Open the report you want to add custom fields to, or create a new one.
- Choose the custom fields you want to include as columns in the report.
- Optional: Add a filter, for example First name, to narrow down the results, then click Add filter.
- Click Export to CSV if you want to download the report.
Note: You can click Edit on an existing report to change which custom fields are included.
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