FAMILIES - Custom Fields

Modified on Tue, 5 Mar at 2:17 AM

This report will show data relating to the Custom Fields questions answered when parents complete the enrolment form, and are showing under the Custom Fields Tabs on either the Contact or Child Profiles. 


Building the report

To locate the report select Analytics from the main menu, then select Exports from the drop down options.

Select Run Export on the families report Custom Fields

Start at the top and work your way through the selections according to what you want to report on. You must have at least one selection from Account or Child Custom Fields selection boxes.

Select Run Export. The report will be downloaded to your files as an Excel report. 

Information found on the report

The report will show all selected Custom Fields, and any data entered under those Custom Fields under either the Child and/or Contact Profiles depending on your reporting choices. 
If you choose the Child Report Type, the report will also display the following information:

  • Child Name
  • Child DOB
  • Child Indigenous Status
  • Class Name

If you choose the Contact Report Type, the report will also display the following information:

  • Contact name
  • Is Primary Contact (Y/N)
  • Contact Phone Number
  • Contact Email

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