Forum Discussion

LarissaLovejoy's avatar
LarissaLovejoy
Community Member
5 days ago

Reach360: Custom Registration Fields

So, I recently discovered the ability to add custom registration fields. I've added one as a drop down to help further sort our staff into departments. Two questions though: 

  1. Can I rearrange/alphabetize the values in the dropdown after I add them?
  2. Can I filter reports based on these custom field values? (This would be VERY time saving for me since different departments ask me for metrics from just their team and I have to manually go through and select each specific learner at this point.) 
reach 360

1 Reply

  • StevenBenassi's avatar
    StevenBenassi
    Staff
    3 days ago

    Hi LarissaLovejoy​,

    Thanks for the feedback on the type of functionality you'd like to see in Reach 360.

    With custom registration fields, dropdown values appear in the order you originally enter them. There's currently no built-in way to sort, or drag to reorder them. As a workaround, we suggest:

    1. Editing the field.
    2. Removing the values.
    3. Re-add them in the order you require (alphabetical or other).

     

    However, if learners have already selected those values, removing them can affect existing data. Please be mindful if those fields are already in use.

    Also, custom profile fields are not available as report filters yet. Instead of relying on custom fields for reporting, I suggest using Groups for departments. An example setup could look like:

    • Group: HR
    • Group: Finance
    • Group: Operations

     

    Then, when someone asks for metrics you can:

    1. Go to Analyze > Group Reports.
    2. Select the department Group.
    3. Export only that Group.

     

    This is more efficient than selecting individual learners.

    Having said that, I do understand the need for your original requests. I've submitted both of those as feature requests for our product team. We'll be sure to notify you if we release a future update that helps!