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      Custom Data Report

      Learn how to view and download report on custom data collection

      TABLE OF CONTENTS

      I. Introduction

      II. How to View Custom Data Report

      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:

      1. Click People on the main navigation menu

        people in boardable nav men

      2. Click Custom Data

        custom-data-button

      3. Select information to include in report

        1. By default, report generated includes custom data for all users

          1. To generate report which only includes custom data for active users:

            • Click the dropdown next to All users

            • Click Active users

              active-users

          1. By default, report generated includes responses for all custom data fields

            1. To generate report which only includes responses for active custom data fields:

              • Click the dropdown next to Questions

              • Click Active Questions

                active-questions

      4. Click Run Report

        1. Custom data report including details described in Section I displays

        2. For responses with supporting documents attached, Download button displays in Supporting Documents column

          1. Click to download supporting document

        3. To download full report, click Download CSV

          1. CSV file saved to device

      Related Articles

      • Custom Data Fields — Create & Edit: Learn how to add a field to the settings of all users in an organization for any data wanted, and how to edit or deactivate this field

      • Complete Custom Data Fields: Learn how to fill out custom data fields for individual users

      • Custom Data Collection Best Practices: Learn how to get the best possible experience of Custom Data Collection

      • Export People Directory: Learn how Organization Admins can export the People Directory to view information in a user's profile and check 2FA

      • Overview of Reports: Learn about reports containing organizational data that Administrators can view and download

      • People Directory. Reports: Learn how to view reports that display information about the users, and their participation, within your organization, including 2FA.


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