Unlock deeper insights into database records by generating custom reports that pull specific People attributes and fields. This functionality extends reporting beyond Entities, enabling granular tracking of details such as addresses, internal status, and custom data points.
Overview
This feature operates exclusively within the New Report format (when the "New Experience" toggle is on). It allows users to query People records, filter by status, and view standard or custom fields.
To ensure custom fields appear in these reports, the Reportable checkbox must be selected within the custom field configuration. Note that while People reports function similarly to Entity reports regarding saving and scheduling, bulk updating People records via reports is not currently supported.
Availability: All customers.
Ensure Custom Fields are Reportable
Important: Only applicable for customers who have purchased the Custom Fields add-on. Refer to the dedicated article on this topic: Self Manage Custom Fields for more details.
Before generating a report containing non-standard data, ensure the specific custom fields are configured correctly to appear in the report builder.
Navigate to the Settings > Custom Fields settings for People records
Select the Person tab
Locate the desired custom field
Under the Field options, select the Reportable checkbox to ensure visibility in the Reports section
Click Save
Create a People Report
Navigate to Reports in the left sidebar
Toggle the New Experience switch to On to view the updated interface
In the New Report view under Report details, enter a Name for the report
Select People from the data Source options
Click Discard if prompted to clear existing Entity filters
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Click Filters to define specific criteria and set the parameters to refine the list:
Select Filter: Select a filter option from the dropdown
Select Modifier: Select a modifier (contains, is, is not, starts with, does not contain, is blank)
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Select Value or Enter Value: Select a value from the dropdown or enter one if prompted
Example: Person Details: Status [filter] is [modifier] Active [value]
Select Apply filter to generate the initial list of results
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Click Edit Columns to add or remove data points such as Address, Address Notes, Address Type, or specific custom fields:
Check the boxes for the standard Person and Custom fields to add them as columns
In the Selected Columns tab on the right side, drag and drop to arrange display order
Click Apply
Review the data in the grid column view
Click on a Name in the Person Details: Name column to redirect to the specific Person Profile if a detailed review is required
Save and Manage Reports
Once a report is generated, it can be stored and managed alongside existing reports.
Click Save once the report configuration is complete
Navigate to the Reports list to view the saved item, labelled as a People Report
Use the Actions menu to Lock, Copy, Delete, Move, or Schedule the report