Before you begin: Custom fields in TapOrders can be made available for reporting when configuring forms in TapOrders. The best practice is to only make fields available that are specifically required for reporting. It is possible to activate too many custom fields and break the “crunch” process (although the number is quite high).
Navigate to the Fields
1] Log in to TapClicks and, on the Orders menu, click Orders.
2] The Classic TapOrders interface will open.
3] On the left side menu, in the Administration section, click Products to find a product form or click Order, Task & Client Forms to find one of those forms.
4] Locate the product in the product list with the custom fields you want to make available and click the View button underneath it.
5] Locate the group in the group list with the custom fields you want to make available and click the right arrow. The list of product fields appears.
Show in Dashboards
6] From within the list of fields, double-click the field you'd like to add as a metric to reporting.
7] Check the Show in Dashboards checkbox.
8] Click OK on the field configuration modal to save.
9] Navigate back to the Products page.
10] Click the Publish to Dashboards button (paper airplane) at the top of the page.
| Note: Once the publishing process is complete, you will see the below message indicating that all the data views have been successfully processed. If any of these are red, then that data view did not successfully “crunch” and troubleshooting may be required. |