If you need to include the information from a custom field in a report, you can do that. There are a couple of things that work differently than the standard fields, however.
- On the Columns tab of the Custom Report screen, click on the Custom option at the top right (it defaults to Standard). Note the explanation that says custom fields can only be used if you select the correct portion of the hierarchy.
- For fields marked "Entry:", the custom field was added at a specific dept/division/class. Under the field, the hierarchy path is shown in gray.
- For fields marked "Exhibitor:", the custom field was added at the Fair level (once per exhibitor).
- Select the field that you want, then click the Change or Select button in the top gray box to select the correct part of the hierarchy.
- Click SAVE after adding the field and selecting the hierarchy.
- You cannot filter or sort on the contents of custom fields, so you will do those things in Excel after you download to Excel.
- The entire text of the custom field is going to be the header in your Excel file. If your custom field is a very long question, there is a possibility that Excel will "unexpectedly close" when you open the file. If you can, shorten that header before it crashes.
- Best practices for the custom questions would be to include long explanations in a Content Block, keeping the question itself short and to the point.