Custom Fields

Custom fields let you capture information that's specific to your organization, beyond the standard built-in fields.

What you can extend

You can define custom fields on:

• Users — for example an employee ID, department, or region.
• Courses — to tag or categorize training your own way.
• Customers — to record attributes about the organizations you manage.

Defining a field

Create a field by giving it a name and choosing where it applies. Once defined, the field appears wherever you manage that kind of record, and you can fill it in manually.

You can also fill in package custom fields from a CSV file when you import users or assign users with a CSV. Add a column with the field's name as its heading.

Using fields in reports

Custom field values can be included in your reports, so you can group and filter completion by the attributes that matter to you — for instance, completion by department or by region.

tip

Decide on your custom fields before a large import. Adding a column for each field to your CSV file is far easier than backfilling values afterward.