The Custom fields report shows one row per employee, with their main profile details and every custom field your company has added, such as T-shirt size, emergency contact, contract number or laptop model. Instead of opening profiles one by one, you get the whole picture in a single table you can filter, sort and export.
What you can use it for
Check your data quality. Sort by a field to bring empty values to the top and see who's missing important information, such as a tax number or emergency contact.
Prepare data for other teams. Export exactly the employees and fields that payroll, IT, finance or your benefits provider need.
Answer questions quickly. For example, find everyone in a location with a specific certificate, or list all employees with their work phone numbers.
Prepare for audits. Export a complete snapshot of employee records when auditors or management ask for it.
Before you begin
Check your access. Administrators can open every report. Other users need the Custom fields report on their role (see Give access to the report below).
Custom fields must be active. The report shows custom fields that are switched on in your employee fields settings. Fields that are switched off don't appear.
Open the report
Go to Reports → CoreHR → Custom fields.
What the report shows
Each row is one employee. The columns are:
Person, with their position and a link to their profile.
Main profile details: Gender, Job level, Position, Department, Division, Location, Email and Date of birth.
Optional system fields, if they're switched on in your account, for example Personal email, Employee ID, Mobile number, Work phone number, Slack username, LinkedIn URL, Facebook URL and X username. Companies using Active Directory also see AD username.
All your active custom fields, after the standard columns.
Custom field values are shown in a readable form: checkboxes as Yes or No, employee reference fields as the person's name, and file fields as the file name.
Click a column heading to sort by it. Most columns can be sorted, except Multiple select, Employee reference and File custom fields.
Find what you need
Use search to find a specific employee.
Click Add filter to narrow the report by employee details, such as Position, Department, Division, Location or Employment type.
Export the report
Click Export to.
In Format, choose Excel or CSV.
The file includes all employees matching your filters and search, with every column from the report. In the export, the employee's name is split into first, middle and last name, and formatted text is exported as plain text.
Give access to the report
Go to Settings → Roles and permissions.
Open the role you want to change.
In Company reports, select Custom fields in the CoreHR group.
Click Save.
Everyone with this role can now open the report in Reports → CoreHR → Custom fields.
Good to know
People only see what they're allowed to see. Each person sees field values the same way as on employee profiles, so a field their role can't view stays hidden in the report too. This makes it safe to give the report to managers or other teams.
The report always shows current values. For the history of changes, such as past positions or departments, use the Job history report.