Now that you have User Summary Custom Fields, how do you go about getting data into the fields for users? How can you use that data in Reports and Analytics? Depending on the settings for the User Summary Custom Fields, there are 2 ways for data to be entered into Custom Fields and once there is data in the fields, then reports can be built to leverage that data.
Who is this article for?
Based on the default user settings in the Sibme platform, you should have permission to complete this task if you are one of the user levels listed below. If you do not see the screens in this article, you can ask your Sibme account administrator if you have permission.
Steps to accomplish the task:
Depending on how the settings were selected for the User Summary Custom Fields on who can enter the data into the fields dictates which approach will be used for data entry. Both approaches will be discussed in this Help Article.
Admins/Users Can Modify Custom Fields
If Admins and Users were given permission to modify data in their User Summary Custom Fields, then they will be able to enter the data for the fields themselves. Account Owners and Super Admins can confirm the settings by going to Account Settings > Custom Fields and looking at the 2 settings dictating who can modify their data.
If Admins or Users have permission to enter data in their Custom Fields, then they can click on their name in the top right corner and choose User Settings or click the . . . icon above their name on the landing page and choose User Settings.
On the User Settings page, User Summary Custom Fields will appear below the user’s Username. In this screenshot, you can see a Grade Level Custom Field that is available for data to be entered by the user.
If this Custom Field is shared with child accounts, then data entered here will show up on all the child accounts this user is participating in. Be sure to click Save in the bottom right corner to save your changes.
Account Owners/Super Admins Can Modify Custom Fields
If Account Owners and Super Admins are the only roles that can enter data, then they will need to go to the People page to enter data for a user.
The Account Owner/Super Admin needs to find the user they want to enter data and then click on Settings.
Once you have clicked Settings on the user you want to enter data, a pop-up will appear with all the fields available to have data entered. Again, the screenshot shows a Grade Level field available to enter data in.
Once the data has been entered for the users in an account, then you can begin to use Reports and Analytics with Custom Fields to better understand your data.