Linking Custom Fields to an Adhoc Report
Here's how you can link custom fields into an adhoc report.
First, navigate to the Knowledge Base by heading to 'Setup' in the main left menu and then click 'Knowledge Base':
Once in the Knowledge Base, click on 'Custom Fields' under 'Other Templates' in the left menu:
Next, click the 'Adhoc Fields' button:
To make a custom field available for adhoc reports, click the checkbox on the left hand side of the pop-up, and then click yes in the drop-down to specify whether it's available for input or output:
Note: When adding Custom Fields to the Adhoc Reports section it will take 24 hours for them to be available to use.
To use these fields in an adhoc report, head to 'Reports' in the main left menu, then 'INSZoom Reports' and 'Adhoc Reports' in the reports options menu:
Click the 'Edit' icon next to the report that you want to include the custom fields. Click 'Link/Unlink Columns':
Switch the drop-down showing 'All Columns' to 'Custom Fields'. Then select the custom fields you want to include as inputs or outputs, and click 'Add':