Support Revenue Reports
How to Set Custom Profile Fields to Revenue Reports

How to Set Custom Profile Fields to Revenue Reports

Posted by Support Team on December 31, 2024 ā€” Updated on March 31, 2025

Within our Workout Software, you have the ability to set custom profile fields to revenue reports.

This guide provides a step by step process on how to set custom profile fields to revenue reports.

1. Account

Navigate to the “Account” section.

Account

2. Customize Platform

Access the “Customize Platform” tab from the options.

Customize Platform

3. PlatformĀ Settings

Go to the “Platform Settings” panel.

PlatformĀ Settings

4. Select Field

Under the ā€œAdd or Remove Custom Profile Fieldsā€ section, click inside the text field.

Select Field

5. Enter Custom Profile Field

Enter the Custom Profile Field.

Enter Custom Profile Field

6. Save

Save the settings.

Save

7. Reports

Go back to the “Reports” tab.

Reports

8. Charges Report

Select the “Charges” report.

Charges Report

9. Customize Report

Click the ā€œCustomize Reportā€ option.

Customize Report

10. Select the Field

Enable the newly added custom profile field.

Select the Field

11. Save

Click Save to apply the changes from the report customization.

Save

12. Refresh Report

Refresh your report to see the latest data reflecting your recent customizations.

Refresh Report

13. View New Column

Verify that the newly added field appears in the column of the report.

View New Column

This guide covered the steps to set custom profile fields to revenue reports.

This should apply to the following reports:

Clients

Nutrition Macros

Workout Compliance

Habit Compliance

Active / Scheduled Subscriptions

Charges

Itemized Sales

Itemized Visits

Started and Cancelled Subscriptions

Average Reply Time

Client Package with Visits Summary

Assessments

Birthday

MIA

VIP

Waiver

Visit Totals Per Client

Required Assessments

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