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How to Include Custom Registration Fields Filter in Reports

Published:
6 mins read

This article provides a step-by-step guide on how to include custom registration fields in your reports, enabling you to filter users based on specific criteria. By following these instructions, you can create detailed and customized reports for courses and assessments using your system's custom registration fields.


Configure Custom Registration Fields

Step 1:

Go to Global Settings and select User Registration.
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Step 2:

Navigate to the 'Custom registration fields' section and click 'Add custom signup field'.

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Step 3:

Choose the type of field you want to create: 'Text Box', 'Dropdown', or 'Check Box'.
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Step 4:

Fill in the label and other details. Set the field to 'Required' or 'Active' as needed. Once done, 'Save' the changes.
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Step 5:

Once the label is added, make sure to switch the toggle to make it active.
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Step 6:

To make any changes after saving, click on the options and 'Edit' or 'Delete' the label.
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Filter Reports by Custom User Attributes

Step 7:

Now, navigate to the dashboard, select 'Reports & Analytics', and open 'Courses' within it.
The same steps can be followed for Tests under Reports & Analytics.
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Step 8:

 Scroll down to the 'Custom User Attributes' section and select the custom fields you created.
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Step 9:

Now, you'll be able to see the fields created in the list. You can now filter the reports using the dropdown option.
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Create and Customize Reports

Step 10:

In the reports field, click on 'Create Custom Report'.
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Step 11:

In the custom report setup, look for the 'Custom Fields' section. Select the custom fields you created earlier and click 'Submit'.

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Step 12:

After submitting, you can view the generated report.
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By following these steps, you can create and filter reports based on custom registration fields, making it easier to analyze data relevant to your courses and assessments.
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