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Custom fields in CRM analytical reports

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By default, your Bitrix24 CRM will construct an analytical report based on the standard (default) fields.






If you have added custom fields to your CRM & would like them to be included in the report you need to configure that in CRM Settings> Form & Report Settings > Analytical Reports:




 


On this page you can select custom fields that will be added to the available reports (currently reports are available for leads, invoices, deals).

Choose report type (leads, invoices, deals), click “add field” and select one of the available fields.



Important: you can select custom fields of “number” & “integer” type only.



If you need to create a new custom filed first, please go to CRM > Settings > Form & Report Settings > Custom Fields.


Total sum


Here you can change the default total sum calculation & select which filed the system should take into account here. Why may you need that? By default, the system calculates the total sum as the total of all products added to the deal.

 

In case you need to use numbers from your custom fields instead – please click edit and select the custom field.

 

If you need to have both total sum of products sold in this deal - and your custom field number (e.g. cost of delivery) to be calculated, please click “add product amount”.



 



Please note that these settings will be applied to all reports for this record type (e.g. deals).

 

Important: reports require that you update deal statistics to run correctly. If you won’t perform the update, the system won’t be able to recalculate analytics based on new conditions for the previous periods.



 



Please note that deal statistics update can take some time - from a couple of minutes to several hours, depending on your database size.

 



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