Including data from Custom Fields

If you have Custom Fields configured in one of your HammerTech modules, you can have this data feed through into Insights for inclusion.

Insights has a limit of 40 Custom Fields per module it can pull data from - you will need to manually select the fields you want included.

Please note: data from Subforms cannot be pulled into Insights.

To select a Custom Field to be included into Insights:

1. Go to the module you want to include the Custom Field from
2. Find the Custom Field and open the Permissions section under it
3. Tick the Report [Insights] check box
4. Click Save Changes

Note: The data will flow into Insights during the overnight data refresh - therefore, Custom Fields data points will not be available until the day after the changes are made.

Note: Only admin users will be able to make the change.

Checking Insights Custom Fields

To check how many Custom Fields currently feed data into Insights, and what those fields are:

1. Go to Administration > Insights Custom Fields
2. You can check the number of Custom Fields currently included into Insights from the list view
3. If a list of specific fields included into Insights from a specific module is needed, click the Download button - it will export the list of all the fields included from a module in spreadsheet format