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How do I include my UDF fields in reports?

Gav Willis avatar
Written by Gav Willis
Updated over 4 years ago

If you have set up User Defined Forms for a record type, you can include these form fields in report outputs for that record type. The following reports can display UDF fields:

  • Learners Report

  • Applicants Report

  • Officers Report

  • Organisations Report

In order to include a form field:

  • The UDF that it is a part of must be available for the same record type as the report you are running.

  • The fields you want to include will need a Unique Field Name added. You can enter this by editing the field in the UDF builder.

When you run one of the reports above, any valid UDF fields will be available at the bottom of the Optional Fields tab, along with their unique field name. Use the tickboxes as normal to include or exclude UDF fields from the report output.

When you run the report, the spreadsheet will feature each ticked UDF field in a new column.

For more information, take a look at the full help page for Including User Defined Form (UDF) Fields in Reports.

Keywords: Custom fields, report outputs, provider fields in reporting, User Defined Fields

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