TABLE OF CONTENTS
I. Introduction
I. Introduction
The custom data report contains all responses added for each user to custom data fields in their settings, as well as any supporting documents posted to the same area.
Only admins can view the custom data report.
The following details are included in this report:
Question
Response
Expiration date
Supporting Document
II. View & Download Custom Data Report
To view the custom data report:
Click People on the main navigation menu
Click Custom Data
Select information to include in report
By default, report generated includes custom data for all users
To generate report which only includes custom data for active users:
Click the dropdown next to All users
Click Active users
By default, report generated includes responses for all custom data fields
To generate report which only includes responses for active custom data fields:
Click the dropdown next to Questions
Click Active Questions
Click Run Report
Custom data report including details described in Section I displays
For responses with supporting documents attached, Download button displays in Supporting Documents column
Click to download supporting document
To download full report, click Download CSV
CSV file saved to device
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