8.1.6 Creating Reports using Custom Field Tables

Custom field tables behave differently than standard custom fields in reports.This lesson will show you how to create a report using them. Before attempting this you should know how to create a simple report, a report with custom fields and a report with conditions.

Add the custom field table entities

In order to add column from a custom field table to a report, you must ensure that you add the correct entities when creating the report. These entities can be found under "CustomFieldGroupTable" under the "Admin Tables" section.

First of all you must add "CustomFieldGroupID" as a condition. After this you must add the columns from the table that you want to display as columns within your report.

The following steps will show you how to locate your custom field table ID value and columns for creating reports, once these have been added you can complete the report as normal.

Finding the custom field group ID

In order to locate the custom field table ID, hover your mouse over the custom field group that contains the table, in this case "Client Customers". The field group ID number will be displayed in the URl that appears along the bottom edge of your screen, in this example the ID is "1213". Enter this number as the condition for your custom field group ID in order to pick out this custom field table for your report.

Finding the column number

The column numbers for your report are sequential, so the leftmost column is "Column 1", the next "Column 2" and so on. However, if you are unsure then simply hover your mouse over the column you wish to include and the column number will be displayed in the URL.

Complete Custom field table report

When you run a report including custom field group columns, they will be displayed exactly as standard columns within the report.