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Reporting on Custom Fields with Eloqua Insight

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Starting with Eloqua Summer 2013 Release you can now report on Custom Fields that are created in Eloqua.

 

To use a Custom Field in a report you will need to:

  1. Create a Custom Field.
  2. Add the Custom Field to a report

 

To create a Custom Field:

 

1. Click Setup in the navigation bar at the top of the application window.

Create custom fields.png

2. Select Fields & Views.

 

Custom Fields can be created on Contacts, Accounts and Campaigns.  Fields can have text, numeric or date/time formats.

Create custom fields2.png


Add the Custom Field to a Report

  1. In Eloqua Insight, open an existing report, or create a new report. 
  2. Select the the Custom Field you wish to add to the report.  The Custom Field is listed as an atribute under the Account, Contact or Campaign folder according to where the Custom Field was created.  Each Custom Field type is located in its own folder.

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Notes:

  • You can quickly find a Custom Field by searching for the name in the search bar in the left-hand (navigation) pane.
  • There is a limit of 250 Custom Fields per data type (text, number, date/time) that are replicated to Insight.
  • After adding a custom field in Eloqua you may need to wait up to ten minutes for the field to show up in Insight.



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