Creating Insights Report for Organization Data


  • Graeme Carmichael
    Comment actions Permalink

    Custom organisation fields are available in Insights.

    You should see them listed under the 'Organizations' folder under the HOW option. You can then filter your report based on your 'signed' check box.

    You cannot change how the 'signed' value is displayed on the body of the report. It will only show as True\ False\(empty value)

    But you can double click the column heading to change the text there...

    ... to something more appropriate.



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