Forum Discussion

NC-CAA's avatar
NC-CAA
Experienced Cover User
2 months ago

Assigned Custom Field Names not showing on report

For employee card files, I have created a custom report to show Name, Address, Phone, Email, Notes, Emergency Contact Name, and Emergency Contact Details.

 

I created the Emergency Contact Name, and Emergency Contact Details fields by going into Lists > Custom Lists and Field Names > Employees  (see screenshot below)

 

These field names are visible on the employee cards as below:

However, when I create my custom report (Reports > Index to Reports > Card > Card List [Detail] > Card Type [Employee] and then want to show \ hide the required fields, it still shows as "Custom Field 1" etc:

 

and so when I run the report, it comes out as below.

 

Also, does anyone know how to delete the default report name i.e. Card List [Detail]....  I've tried, but couldn't so I just moved it about the page.

 

I can export this report to .pdf, but can't export it to excel (the option is greyed out) otherwise I could have done a find and replace for those field names.

 

I had hoped to give each employee a copy so that they could check and update their details.

 

My workaround for now has just been to tell them what the custom field name is for if the details aren't recorded.

 

Thanks and regards,

Narelle

  • NC-CAA's avatar
    NC-CAA
    Experienced Cover User

    Hi Princess,

    Thank you so much for this.  I haven't been back to this for a couple of months, I will be revisiting it tomorrow.

    Regards,

    Narelle

  • Hi NC-CAA,

     

    Looks like the custom field you created isn't showing up in your Card Details report because some necessary fields might not be set up correctly. From what I can see in your description and screenshot, it seems like you might have missed a step in creating the custom field. To get this sorted, you'll need to create the custom field from the employee's card file. Check out the attached screenshot for a visual guide.

     

    • Go to Lists > Custom List and create the name of your custom field
    • Enter the details in the employee's card file
    • Once you've set this up and saved it, you can include the custom list and field in your report by using the Insert/Modify option

    For more detailed info, you can also look up Saving and deleting custom reports.

     

    Cheers,

    Princess