How to Set Custom Profile Fields to Revenue Reports
Posted by
Support Team
on
December 31, 2024
ā Updated on
December 31, 2024
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 “Account”.
2. Customize Platform
Go to the “Customize Platform” section.
3. PlatformĀ Settings
Click on the “PlatformĀ Settings” tab.
4. Add or Remove Custom Profile Fields
Scroll down to the “Add or Remove Custom Profile Fields” section.
5. Select Field
Click into the “Add or Remove Custom Profile Field” textbox.
6. Enter Custom Profile Field
Enter a custom profile field.
7. Save
Save the settings.
8. Customization Settings
“Customization settings saved!” should display.
9. Reports
Navigate to the “Reports” section.
10. Revenue Tab
Click on the “Revenue” tab.
11. Charges Report
Select the “Charges” report.
12. Customize Report
Choose the “Customize Report” option.
13. Enable New Field
Enable the newly added field.
14. Save
Save the report customization.
15. Refresh Report
Select the “Refresh Report” option.
16. New Column
Check new added field 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
