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Use custom fields in reports

Add your own patient and appointment fields as report columns or filters.

Table of Contents
  • Open a report and click Edit Columns, or open it in the builder.

  • Look for your field among the groups. Tick it to show it.

  • To filter by it, click Add filter and find it under Custom fields.

  • Click Run.

Some field types can't be sorted or filtered. To keep this setup, save a custom report.

Up next

Next, read Edit a saved report.