Report Fields let workspace admins collect additional header-level information on reports, such as project names, client codes, or trip types. This feature is only available on the Control plan.

Note: If your workspace is connected to an accounting system like QuickBooks Online, QuickBooks Desktop, Intacct, Xero, or NetSuite, Report Fields must be created in that system directly. Learn more about connecting integrations.

Enable Report Fields

To enable Report Fields in a workspace:

1. In the left-hand navigation bar (LHB), click Workspaces.
2. Click your workspace name.
3. Click More Features.
4. Toggle on Report Fields.

Note: If you’re not on a Control plan, you’ll be prompted to upgrade before enabling this feature.

Create New Report Fields

Once Report Fields are enabled, follow these steps to create a new field:

1. Go to Workspaces > [Workspace Name] > Report Fields.
   • If you don’t see Report Fields, first enable it using the steps above.
2. Click Add Field in the top-right corner.
3. Enter a name for your field under Name.
4. Choose a Field Type:
   • Text – Free-text entry.
   • Date – Calendar date selection.
   • List – Predefined list of values.
     • To create list options, click List Values > Add Values.
5. After naming and choosing the field type, click Save.

Edit or Delete Report Fields

To modify or remove an existing Report Field:

1. Go to Workspaces > [Workspace Name] > Report Fields.
2. Click the field you want to update.
3. Make your edits in the right-hand panel, or click Delete to remove the field entirely.