Adding Number and Currency Custom Fields to Insights

Learn how to turn facts into metrics so that you can use Number and Currency custom fields in Insights reports.

 
Permissions Needed: Access Groups: Insights - OR - Reports Viewer (or higher) and Insights Can Edit permission

In this video, you'll learn how to add custom field currency or number fields to a custom report within Insights.

Overview

Custom fields provide a way to add additional data to projects, tasks, users, and groups. Choice and Text custom fields are pulled into Insights as attributes, and can be added to custom reports without any additional setup. However, Number and Currency custom fields are pulled into Insights as facts and must be turned into metrics before they can be used in custom reports.

In this article, you'll learn how to turn facts into metrics so that you can use Number and Currency custom fields in Insights reports.

Note: You must have Can Edit capabilities in order to create custom metrics in Insights.

How to Add Number and Currency Custom Fields to Insights

1. Navigate to the Advanced Editor.
2. Select the Manage tab.
   
3. In the Data section located on the left, select Metrics.
   
4. In the top-right corner of the metrics list, select Create Metric.
   
5. In the Metric Editor window, select Custom metric.
   
6. Enter a name for the custom metric.
   Tip: We recommend starting your custom metrics with a special character (e.g. ! ) to differentiate them from standard metrics.
7. In the editor, type SELECT SUM(.
   
8. In the Elements section to the right of the editor, select Facts.
   
9. Search for the Number or Currency custom field that you'd like to create a metric for. The custom field will appear under a Custom Fields heading (e.g. Project Custom Fields).
10. Select the fact name, then click Add Selected. The fact name is added in the editor.
    
11. If you’re creating a metric for a Currency custom field, add /100 after the fact name. This will turn the currency fact from subunits (e.g. cents) into the base unit (e.g. dollars). For Number custom fields, skip this step.
    
12. In the editor, type ) . This closes the SUM function.
    
13. Click Add at the lower-right of the Metric Editor.
    
    Note: If you receive an error, the error message will let you know which element the metric is missing. Review the previous steps to find where to add the missing element.

Once you finish creating a custom metric, it can be added to reports like any other metric:

• In the report editor for dynamic dashboards, the custom metric appears in the metrics (   ) list. See the Using the Report Editor for Insights Dynamic Dashboards article for more information.
• In the report editor for classic dashboards, the custom metric appears in the What list. See the Insights Classic: Edit a Report article for more information.

See the Creating Custom Metrics for Insights article for information on making custom metrics visible to other users and and using metric folders to organize custom metrics.