Add custom fields to reports

Custom fields are not included as available columns in dynamic reports by default. Use this procedure to enable debtor (account) or document (invoice) custom fields so they can be selected when building reports.

Note: Once enabled, custom fields do not appear in report data until the following day - the system captures the information overnight before it becomes available in reports.

Add Debtor Custom Fields to Reports

1. Select Settings → Admin configuration.
2. Locate the setting for your custom field’s data type:

   Note: The settings labels below appear in Dutch in the Admin configuration list - this is a legacy behavior of the underlying platform. “Toevoegen” means “add” in Dutch.

   If your custom field type is…	Select this setting
   String	Reportage module: debtor customer string fields toevoegen
   Integer	Reportage module: debtor customer integer fields toevoegen
   Double	Reportage module: debtor customer double fields toevoegen
   Boolean	Reportage module: debtor customer boolean fields toevoegen
   Date	Reportage module: debtor customer date fields toevoegen
   Date/Time	Reportage module: debtor customer date_time fields toevoegen

3. Select the plus icon.
4. Select the dropdown and choose the custom field you want to add.

Add Document Custom Fields to Reports

1. Select Settings → Admin configuration.
2. Locate the setting for your custom field’s data type:

   If your custom field type is…	Select this setting
   String	Reportage module: document customer string fields toevoegen
   Integer	Reportage module: document customer integer fields toevoegen
   Double	Reportage module: document customer double fields toevoegen
   Boolean	Reportage module: document customer boolean fields toevoegen
   Date	Reportage module: document customer date fields toevoegen
   Date/Time	Reportage module: document customer date_time fields toevoegen

3. Select the plus icon.
4. Select the dropdown and choose the custom field you want to add.

Related Articles

• Create Dynamic Reports
• Use Advanced Columns in Dynamic Reports
• Add Complex Filters to Dynamic Reports
• Manage Dynamic Reports
• Download Basic Reports

Need Help?

If a custom field is not appearing in the dropdown in step 4, confirm that the field has been configured in your system and that you have selected the correct data type row. Contact the Billtrust Support team for further assistance.