Custom Report Field

Greg Harkins shared this question 3 years ago

I am trying to create a report that shows events and status etc

One of the variables I want to add to the report is Deposit Paid.

Is there a way or a variable i can link in the report to show if the deposit has been paid?

There is a field or trigger somewhere in the system that does that since we get the status to change.. is that a variable we can export to the report, like a deposit paid yes / no ?

Comments (1)


Not as a column in the spreadsheet report. You can only see "Lead $ Paid" to see if the lead has a payment amount at all. But it is possible to put this into templates like the packing lists.