This guide walks you through how to add custom profile fields to revenue reports in the Exercise.com for Business platform.

Navigate to the “Account” section.

Click Customize Platform to access the customization options for your account.

Go to the “Platform Settings” panel.

Under the “Add or Remove Custom Profile Fields” section, click inside the text field.

Enter the custom profile field name and click Add to include it in your list of custom profile fields.

Scroll down and click the Save button.

Click Reports to access the reporting tools where custom fields can be applied.

Click Charges to open the Charges report.

Click the “Customize Report” option.

Enable the newly added custom profile field from the available column options.

Click Save to apply your report changes.

Click Refresh Report to update the Charges report with your new settings.

Confirm the new custom profile field appears as a column in the Charges report.

You can now view custom profile fields directly in revenue reports, giving you more flexible and detailed insight into your business data.

This customization applies across multiple reports, allowing you to maintain consistent reporting based on your custom client data.

This applies to the following reports:

How to Set Custom Profile Fields to Revenue Reports