How to Set Custom Profile Fields to Revenue Reports

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

1. Open the Account Menu

Navigate to the “Account” section.

2. Click “Customize Platform”

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

3. Select “Platform Settings”

Go to the “Platform Settings” panel.

4. Select a Custom Profile Field

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

5. Add the Custom Profile Field

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

6. Save the Settings

Scroll down and click the Save button.

7. Go to Reports

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

8. Open the Charges Report

Click Charges to open the Charges report.

9. Click “Customize Report”

Click the “Customize Report” option.

10. Enable the Custom Profile Field

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

11. Save the Report

Click Save to apply your report changes.

12. Refresh the Report

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

13. Confirm the New Column

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:

Clients
Nutrition Macros
Workout Compliance
Habit Compliance
Active / Scheduled Subscriptions
Charges
Itemized Sales
Itemized Visits
Started and Cancelled Subscriptions
Average Reply Time
Client Package with Visits Summary
Assessments
Birthday
MIA
VIP
Waiver
Visit Totals Per Client
Required Assessments

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This guide walks you through how to add custom profile fields to revenue reports in the Exercise.com for Business platform. 1. Open the Account Menu Navigate to the “Account” section. 2. Click “Customize Platform” Click Customize Platform to access the customization options for your account. 3. Select “Platform Settings” Go to the “Platform Settings” panel. […]

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

1. Open the Account Menu

Navigate to the “Account” section.

2. Click “Customize Platform”

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

3. Select “Platform Settings”

Go to the “Platform Settings” panel.

4. Select a Custom Profile Field

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

5. Add the Custom Profile Field

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

6. Save the Settings

Scroll down and click the Save button.

7. Go to Reports

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

8. Open the Charges Report

Click Charges to open the Charges report.

9. Click “Customize Report”

Click the “Customize Report” option.

10. Enable the Custom Profile Field

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

11. Save the Report

Click Save to apply your report changes.

12. Refresh the Report

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

13. Confirm the New Column

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:

Clients
Nutrition Macros
Workout Compliance
Habit Compliance
Active / Scheduled Subscriptions
Charges
Itemized Sales
Itemized Visits
Started and Cancelled Subscriptions
Average Reply Time
Client Package with Visits Summary
Assessments
Birthday
MIA
VIP
Waiver
Visit Totals Per Client
Required Assessments

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