Can I see the custom field while running the analytics?

Yes, you can see the custom fields while running the analytics and also filter the analytic report based on the custom field. To do that, perform the following steps:

  • Navigate to the Analytics section.
  • Choose a category for running the analytics i.e expense based analytics, report based analytics etc.
  • In the page that follows, click on the Customise Report option located on top of the page.
  • Under Show/Hide tab, choose the custom field(s) you would like to see while running the analytics.
  • If you would like to filter the report based on the custom field data, click on the General tab.
  • Provide the data against the custom field along with other important parameters like users, date range, currencies etc.
  • Click on Run Report to view the analytics as customised.