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Filter Reports Using Custom Fields
Filter Reports Using Custom Fields

Use Custom Fields to filter projects reports

Sarah Cusack avatar
Written by Sarah Cusack
Updated over a week ago

How to filter a report by custom fields:

  1. Click Reports in the left side of the Plan View

  2. Select a report from the Report type drop-down menu

  3. Select Filter by custom fields in the Filters section

  4. Choose a custom field from the Custom Field drop-down menu

  5. Set a custom field value

  6. Add any additional filters for the time period, roles, plans, or location

  7. Click Run Report

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