We’ve been contacted by a number of clients who are making who are making extensive use of custom fields…far more extensive than we had anticipated. As a result, our clients are finding it difficult to retrieve this data in a useable format.
To help, we’ve added an “Export Fields” button on the view page. To export, select the appropriate category. If needed…add a date range. Now…simply hit the “Export Fields” button. This will export any related custom fields into an Excel spreadsheet.
Once the spreadsheet opens, you can parse the data as you see fit.
We’ve prepared a short video about the feature.
We hope you find the feature helpful. Please contact us if you have any questions.