Fully Customize Your Reports with User Defined FieldsElance_Keith | Apr 19, 2012
Last week, we introduced a new set of analytics tools for clients that allow you to view spend history and trends by both jobs and contractors, over the date range of your choice. Today, we’re rolling out additional functionality that allows clients to include customer purchase order (PO) and user defined fields (UDF) to truly customize your views in analytics reporting.
These reports are in a simple, easy-to-understand format, and you can quickly download or print the data you need. Clients can view these reports by going to Manage > My Reports in the navigation bar.
Stay Organized with UDFs
If you haven’t been using user defined fields already to organize your payments, the new reporting feature makes it a great time to start. Once you set up your UDFs and assigned them to your jobs, each payment you make will be marked with all the UDF values you have assigned to the job. You can read more about other benefits of UDFs here in our previous blog post.
Every type of client can find an effective use for UDFs, whether it’s to categorize invoices and purchase orders, track all expenses related to a business unit or customer, or simply better organize your project records. You can create your UDFs as you post your job and then manage them using the jobs summary panel by selecting a field in the drop-down menu and selecting an existing value.
Lastly, since UDFs are only visible to you and your team, you have complete control of how you want to use them. For example, you can make certain UDFs a required field, and then hiring managers of the client account will need to populate all required UDFs in order to create a new job, ensuring you get the exact reports you want in the end.
For additional information, please have a look at our Release Notes here.