How to Pull a Custom Fields Report Courtney Allbee
Followup CRM now allows you to export a custom fields report. The custom fields your administrator sets up in the miscellaneous information section now appears when you export an excel report. Here’s how it works:
Click on “reports” at the top. Make sure you have all the correct fields selected at the top, including date range, user, office, and contract type.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/followup-crm.intercom-attachments-1.comio228019986f26daf4921ff09efb726cb611.png)
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/followup-crm.intercom-attachments-1.comio22801999587066ad89ef053d1b75a2c292.png)
Then, click on “excel report” and hit “get report.”
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/followup-crm.intercom-attachments-1.comio228020004a10694bef33d05e163d76e4b3.png)
Once you open the document, you’ll notice that your custom fields will now appear in this report.
![](https://support.followupcrm.com/hubfs/Knowledge%20Base%20Import/followup-crm.intercom-attachments-1.comio228020006b3232936d6da954b76b3834f4.png)