Using additional fields in reports
Release date:
The created additional fields will be able to be used not only in the modules when creating records, but also in the reports of those modules. For example, if you have created an additional filter for the invoices module, then you can use this filter in the invoices report as well.
First, create the required additional fields by specifying the field name, type and module for which it is being created. More detailedinstructions can be found here.
When creating additional fields, it is important to:
- to select an optionUse in filters, if you want to see an additional filter in the report;
- to select an optionShow in lists, if you want to see an additional column in the report.
If you cannot see the additional fields in the report after you create them, make sure the visibility of these fields is enabled in the report templateFiltersorColumnssections.