Custom fields you have added in Upsales are not part of the standard Insights Explores. To report on them, ask Upsales to add them to your Insights. This also goes for custom fields that an integration creates, such as the Fortnox order fields Fakturadatum and Er referens.
Insights requires the Insights add-on. You open it from Analytics → Upsales Insights.
Add custom fields to Insights
- Make a list of the custom fields you want to report on, with the object each field belongs to (for example company, contact or order).
- Contact Upsales support with the list.
- Our BI team adds the fields to the Insights setup for your account. When they are in place, they show up as fields in your Explores and you can use them in reports and dashboards like any other field.
Custom fields can be added from companies, contacts, orders, order rows, products, activities, appointments, subscriptions and users.
If you add a new custom field in Upsales later, it is not added to Insights automatically. Send a new request for it.
If a standard field is missing from the Explore you are using, see Missing fields in Insights? Here's what to do.