Generate a Report showing WHERE custom fields are used

We are trying to gain control of custom field creation within our organization as we have had very similar (almost identical) custom fields generated by different users. In an attempt to clean up our current listing, I would like to be able to generate some sort of report showing where the fields are used so we can consolidate to a single custom field and eliminate the duplicates.

Find more posts tagged with

Comments

Anna Giacobbe

Hey @Nikki Richardson!

Funny enough, I was doing the same thing this week!

So you can't export an excel of your custom fields unfortunately from the settings, however, you can email support and ask for a Custom Fields Report - they just sent mine over a few days after I asked! It didn't include times filled or last filled on though, which is important for us for our audit, so when emailing them I'd ask to include that! I recently reopened my support ticket to ask for those columns to be included so hopefully they can accommodate

Otherwise, if you go to your settings > account management > custom fields, you can see that complete table with all the info. I'd suggest sorting based on title so you can see duplicates.

Good luck!!

Florian Kislich

Hi Nikki,

here's an article about the cutom filed management that Anna mentioned:

Managing All Custom Fields in the Account – Wrike Help Center

Rohan V

@Anna Giacobbe and @Florian Kislich, thank you for stepping in and helping our Community members as always! 🙂

@Nikki Richardson, if you require further assistance, let me know. I’d be happy to raise a Support Ticket on your behalf so that one of our experts can get in touch with you.