Custom Fields (User Defined Fields)

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Report Writer supports creating custom fields to suit specialty appraisal database needs. The following custom field types are supported:

Currency ($###,###)
Currency ($###,###.##)
Currency ($###,###.###)
Date (MM/DD/YYYY)
Numbers (Numbers will be formatted as per input)
Numbers (###,###)
Numbers (###,###.##)
Numbers (###,###.######)
Percentage Value (#.##%)
Simple Text
Simple Text (Text Area - use for comments)
Dropdown List

Excel relies on the stored format for proper display. Take care when deciding on the best format for any new custom fields. Separately, if the custom field is a calculation, the format must be a number and the calculation checkbox must be checked. Read more about custom calculations, here.

Create a Custom Field

Click Create Field to create a new user-defined field.

Enter a unique Display Name and select a field format from the dropdown menu.

The field format determines what type of values can be entered in the field and how those values will be displayed. For example, both the Numbers format and the Currency format accept numerical values, but the Currency format will display those values as a dollar amount with two decimal points while the Numbers format will display the numbers as entered.

The Display on Search checkboxes define on what search pages the field will be available for selection in the Column Chooser tool. Note: For the best user experience, we recommend a maximum of twenty user-defined fields to each search page.

In the example above, this user-defined field will be available in the Column Chooser on the Commercial Lease search page.

Note that adding Custom fields to the Search Grids can cause performance degradation.

Optionally, enter comments that explain the purpose of the user-defined field. Comments are only visible in the Edit Field modal and cannot be seen in the Report Writer database frontend.

Click Save to create the field.

Edit or Delete a Custom Field

To edit or delete a user-defined field, click Manage Fields.

The Edit User Field modal appears. Select a field to edit from the dropdown menu at the top of the modal.

The Display Name and Comments can be edited and the field can be deleted. The Field Format cannot be modified. Make the desired changes, then click Update.

Or delete the field by clicking Delete. A popup will request confirmation. Click Yes to delete the field.

Note

If a user has an existing custom field with the preferred name, they should rename the field, re-create the field as a custom list and send a support request to migrate the previous field's data. Once the user is satisfied, they can delete the previous field.

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Custom Dropdown Lists

Table of contents

Create a Custom Field
Edit or Delete a Custom Field