Add New Client Reporting Field

1. Go to: Configuration, then click on “Client Reporting Fields” found in the sidebar under Connections 

2. Click the [+] button in the “Reporting Field” header (or click the [+ New Client Reporting Field] button at the bottom of the list) 

3. Display on reports as: Enter the name you want displayed on your reports (maximum 50 characters) 

4. Display to volunteers as: Enter the name you want displayed to volunteers (maximum 200 characters). Be very precise here about what you want to ask 

5. Select whether or not the Client Reporting Field is active 
   • If you ever want to stop using a Client Reporting Field but want to keep the data, you can turn it off by making it inactive 

6. Select whether or not a response is Required when logging a Client Encounter using the Client Reporting Field 

7. Select the Type of answer you are looking for: 
   • Number – These are totalled in reports. Valid numbers only with optional decimal place (no leading zero) 
     • Please note: A “Number” field is recommended only for information you will perform mathematical calculations on. For telephone numbers, membership IDs, etc., please use “Short Text”. 
   • Short Text – Reports will show a list of all responses and a list of response for a particular volunteer; Up to 100 characters (a leading zero can be used) 
   • Long Text – Reports will show a list of all responses and a list of response for a particular volunteer; Longer text or paragraphs 
   • Drop-Down List – A custom list of choices, displayed in alphabetical order; the number of responses for each option are totalled in reports. Only one value can be selected from a drop-down list feedback field when providing feedback in an hours log entry 

8. Optional: Enter a Description that is visible to volunteers. Use this if you want to provide more information about how to approach answering the question 

9. Click the [Save] button 

IMPORTANT: Volunteers will not be able to see or edit the Client Reporting Fields they have submitted for their Client Interactions once they have saved it unless you enable them to do so in the Connection Settings.