How to include Custom Fields in Reports

Modified on Tue, 8 Sep at 8:14 PM

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.

  1. Go to Insights, then click Reports.
  2. Open the report you want to add custom fields to, or create a new one.
  3. Choose the custom fields you want to include as columns in the report.
  4. Optional: Add a filter, for example First name, to narrow down the results, then click Add filter.
  5. 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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