Collect extra information about your event, such as the type, region, or anything you want included in reports by creating custom event fields. Once you've gathered this information, you can also use it to organize your event calendars.
Adding a Custom Event Field
1 Access the Custom Fields page. Click Admin in the top right. Hover over Account and, under General, click Custom Fields.
From the View dropdown, select Custom Event Fields.
2 Add the custom event field. Click Create Custom Field.
Name the custom event field. Feel free to reuse this name for the Code. The code is necessary to generate a data tag for the new field. Consider entering help text to give guidance to fellow users who are filling out these fields in an event. In the example below, the help text instructs users on how to enter the event's purpose.
Select a field type. Your choices include:
|NOTE: The button will not appear if you have reached the limit for your account. |
Depending on the Field Type you selected, add the answer options, set a character limit, determine whether this custom event field is required, and whether you want the field to display in the Event Creation Wizard. Once you're done, click Save. This custom field will now be available in every event.
- Open Ended Text - Date/Time provides a series of dropdowns for each collected field. To make date selection faster, enable a pop-up calendar (circled below).
3 Collect the information in your event. Under Solutions at the top, click Events. Then, select your event. Hover over Event Details and, under General, click Event Information.
|NOTE: If you want to ensure that this field is completed for each event, set Required and Display in Event Creation Wizard to Yes. |
The Details tab opens by default. Click the neighboring tab, Custom Fields, and click Edit.
The fields you created in Admin appear here automatically. Use them to describe your event, then click Save.
Running Reports on Custom Event Fields
Use your custom event fields to refine account-wide and cross event reports.
1 Run an Admin report. To access your account-wide reports, click Admin in the top right. Hover over Reporting and, under View, click Standard Reports. Click on the Transactions report to run it, hover over Data, then click Change Report Data. The Selection Criteria tab opens by default. Click the neighboring tab, Fields, then scroll down to the Custom Event Fields section. Click on a field to add it to your report, then click Run.
Or run a Cross Event report to add a filter. To find a cross event report, hover over the Cross Events tab in the top navigation menu and select Cross Event Reports (New) from the dropdown.
Open a report by clicking its name. The Selection Criteria tab opens by default. To add an event custom field to the report, click the neighboring tab, Fields. Scroll down to the Custom Event Fields section, then click on the field you want to add. Click Run.
To filter the report, hover over Data in the top-right, then click Filter Report Data. Click Edit Filters in the top-right and ensure the toggle next to your custom field is switched to green. Click Apply and you'll be directed back to the Filters pane.
Scroll down to the event custom field, then check the selections that you want to include in the report. Click Apply.
|NOTE: You must first add the field to the report in order to filter by it. |
To save the report, hover over Actions in the top-right, then click Save As. Name the report, then click Save.
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