Completing the Custom Field Metadata Pull for Reporting

Objective

After completing this lesson, you will be able to complete the custom field metadata pull to reporting

Pull Custom Field Metadata for Reporting

When a new custom reportable field is first published in the site, it does not immediately appear in reporting. The same is true for label changes of reportable custom fields. You must pull the metadata for the new field and/or label change into reporting after the configurations are published.

Prerequisites

You must be a member of the Report Administrator or Analysis Administrator Group.

Steps

  1. On the dashboard, select ManageAdministration.

  2. Select Reporting ManagerFlex Field Reporting.

  3. Select retrieve flexible fields metadata for reporting.

Result

A message confirms the operation is complete. As a result, the new custom field and/or custom field label change now appears in reporting.

Note

Label changes on Standard fields are not reflected in reporting.

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