Custom fields in reports

Group by custom fields

 

In both the detailed work and financial report it is possible to group by custom fields. This means that you are able to take out reports based on and grouped by the information that is entered into the custom fields that you have created in Scoro.

 

Only selection, drop-down list, date and relation type custom fields can be used to group in the detailed work and financial report.

 

The setting can be activated when creating or editing a custom field for modules which are the basis for the work and financial report - calendar, tasks, invoices, quotes and orders.

 

For example, create a selection type custom field for invoices, "Contract". The setting will appear when checking the invoices box.

 

 

 

When the setting is activated "Contract" will appear in the detailed financial report grouping possibilities.

 

 

 

Choose this option to group the information in the report by the custom field.