(P) How do I Set and Use Custom Profile Fields?

Global Administrators can add custom profile fields for each learner, providing additional learner information tailored to your business' needs and enhancing advanced reporting.

Adding/viewing Custom Profile Fields

1. From the administrative portal, login as an administrator with Global role
   
   
2. Click on Settings > Site Personalization > Custom Profile Fields
   
   
   
   
3. A listing of existing custom profile fields show in a grid.
   There are a totally of 20 custom fields split across 2 types: 10 text fields, and 10 dropdown fields.
   By default, none of the fields are active. 
   
   • To edit (including activating and inactivating), click on the custom profile field name
   • To reorder them, drag on the up/down arrow icon next to the custom profile field name
     
     
4. When editing, you can:
   • give the field a Label
   • decide if it shows on learner profiles when creating/editing a learner by turning on/off the Active flag
   • decide if it is used in reports as a filter (for dropdowns) and results field (for both text and dropdown types) by turning on/off the Use as Report Filter flag
   • if it's a dropdown field, specify the values by adding the values then clicking ADD next to it. Once added, it cannot be removed
   • finally, click SAVE to save all changes
     
     
5. All active fields will be available to use when creating/editing a learner
   
   
   
6. All custom dropdown fields with flag Use as Report Filter turned on will appear as report filter and be selectable as a report results field for the reports that support it. All custom text fields with that same flag turned on will be selectable as a report results field for the reports that support it