What is custom data?
Your team can choose to collect custom data for each booking at checkout (e.g. department, cost code, reason for travel). You do this in Team Admin by creating a Booking custom field for each piece of data.
Where does the report show the custom data?
The report provides one column for each item of custom data at the end of the raw data.
The only exception is Select type custom fields that are set up as a 2-column list of codes and their labels.
The sample report below shows custom data output in a report in columns AZ-BD.
The custom field for department has Type set to Select and therefore takes up 2 columns (AZ and BA). The codes go into the column headed cust_data.id . We create an extra column cust_data.id.label for the labels.
Columns BB, BC and BD show one item each of custom data.
Reports output custom data in no particular order.
Can I change the order in which custom data shows on reports?
Yes you can. You can do this by editing the report template.
The ready-made templates that we provide are protected. Therefore, to make any changes, you need to create your own custom report template.
Once you are done, you and the rest of your team can run and schedule reports from the edited custom report template. You can also use the custom data to create pivot tables.
How do I re-order the custom data columns on a template?
To get started:
- Read the custom report templates overview.
- Find out more about the way we set up our report templates.
1 Create your own custom report template. To guide you, read the article on editing a custom report template in Excel.
2 Download the report template and open in Excel.
3 Open the RawData sheet and navigate to the end of the data. The last column has a cust_data column header:
When you generate a report, we replace the cust_data column with as many columns as needed to show all the custom data values. However, the order in which custom data shows can change each time.
To change the order in which custom data appears on reports, you remove the cust_data column. Then you add a column in the required order for each item of custom data you want to output in reports.
4 Remove the cust_data column at the end of the raw data.
5 At the end of the raw data, add a separate column for each item of custom data.
For 2-column custom data (i.e. Type set to
Select), you could choose to add just
one column for the labels, e.g.
Row 1 column headers
Please construct the column header as:
where id is the ID set up for the custom field in Team Admin
e.g. when the ID is 'reason-for-travel', use cust_data.reason-for-travel
The one exception is when adding a column for 2-column Select type custom data labels. Instead, please use:
where id is the custom field's ID in Team Admin.
Row 2 RawDataRange 'friendly' headers
Normally, Click Travel uses the Description set up for the custom field in Team Admin.
But now you have an opportunity to add your own meaningful descriptions.
6 When you are ready, save the template.
Make sure you save the report template
as a workbook in .xlsx format
(Excel 2007 onwards).
7 Upload the template file into Click Travel.
8 Run a report to check everything works as you expected.