Creating A Custom Fields Report

Users often need the ability to create a Custom Report for data listed in their custom fields. In order for a report to reflect your custom field data separately vs repeating the ticket ID per row, you will need to set up a pivot column.

Here are steps in setting this up.

First step you will need to select the DataSource = TicketCustomField

NOTE: If you need to access designated fields from other data sources then you will need to create a join.

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Once you have selected the data source you are then able to add all the fields you need in your report.

Once all of the fields are selected you will need to create a pivot column for Custom Fields,

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It is then suggested that you create a filter and remove all the values from the report that are blank. You can do this under the Filters tab.

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When you preview your report you will then see each Custom Field in each column.


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