| Available for | Roles | Super Admin |
| Permissions | • Access Visual Insights report builder (Data Explorer) | |
| Packages | LeverTRM for Enterprise, Advanced Analytics add-on |
By incorporating custom offer and requisition fields into custom-built reports, you can highlight and report on specific information that's meaningful to your organization such as additional compensation, job level, or key recruitment dates. Before diving in, get started with instructions on building custom reports in our help article on using Data Explorer.
Adding custom fields to reports
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This example uses offer fields, though the same steps can be replicated when reporting on custom requisition fields in our requisition financials or requisition opportunities data sets. |
Super Admins using LeverTRM for Enterprise and/or Advanced Analytics can add custom fields as filters to reports in Data Explorer. When reporting on custom fields, you will need to add them as both filters and dimensions.
Step one - adding custom fields as filters
- Navigate to Visual Insights > Data Explorer > Opportunities.
- In the field menu, scroll down and click into the 'Offer form fields' > 'Choose offer custom fields' section (this is categorized as a "filter-only" field).
- Add the number of offer fields you want to add to your report by clicking the filter icons. The fields will be added to the top of the page in the 'Filters' section.
In this example, we want to look at two sets of data, so we will add two offer fields as filters: "Offer field 01" and "Offer field 02".
- In the filters editor, choose the dynamic offer field you wish to see from the dropdown menu.
In this example, Offer field 1 is looking at "custom_relocation" and Offer field 2 is looking at "custom_start_date".
Step two - Adding custom fields as dimensions
- In the field menu, scroll to 'Dimension' (still under the 'Offer form fields' header) and expand the 'Offer custom fields value' fields
- Select the offer fields that you wish to see displayed in the 'Data' section
In this example, consider a scenario in which you want to see results for Offer field 1 and Offer field 2 (previously added as filters). Select "Offer field 01 value (dynamic)" and "Offer field 02 (dynamic)" to add these fields in the 'Data' section of the report builder.
- Click the blue Run button
- The results will return the data in the table
Using different data types for custom fields
There are a total of three different data type options available: value (see examples above), date, and number. Each data type displays in a different format.
To display data using a different data type:
- In the left-hand menu, open the "Offer custom fields typed" section
- Click the data type option for the corresponding fields you wish to add to the table
In our example, the value data type for "Offer field 02 value (dynamic)" returned the full date including the time. The date data type for this field, "Offer field 02 date (dynamic)", returns just the date with year-month-day. Both formats are accurate, but you may have a preference for how you like the data displayed in your report.
Null (Ø) Returns
If the type of data does not apply to the value you are looking at, the chart will return null (Ø).
For example, if you apply the "Offer field 02 number (dynamic)" data type option, then your results may return 'null' since date information cannot be shown in that form. To solve this, remove the column and and choose a different data type.
Identifying the data type best-suited for your report
If you are not sure which type of data you are working with, choose the "type" option, which will return the type of data you should use.
- From the "Offer custom fields typed" section, choose the "type" option
In this example, "Offer field 02 type (dynamic)" returns "date", indicating that the date data type should be used for this field.