Navigation Menu: Settings > (Cost Management) > Custom Fields


TIP: For best results, use Google Chrome when working in the platform

 

OverviewThis article provides information on the custom fields functionality that is available in the SES platform.


 

Creating Customer fields (also referred to as custom fields) are setup via the platform management console by you. Once created, the field displays in 

the Dashboard as a filter option, in the Customers > Client screen area under the "Custom Fields" section and also displays as a column heading when extracting the detailed 

billing and usage report via the CSV file format.     

 

To create/add a custom field, follow these steps:


1. From the Settings module (or menu), scroll to the Cost Management section (bottom-left), then click on the Customer Fields menu option



2. Click [Add]

3. Enter a name for the customer field.  This field takes alphanumeric characters, is limited to 255 characters and does not allow for spaces. 

You will need to add an ‘_’ symbol in order to separate the words in this field.  

Note: The name field displays as a column header when extracting billing and usage report data via the [Export CSV] button. 

4. Enter a label for the customer field. Note: This label is what will be displayed in the Customers screen.

 


 

5. Click [Save]

6. Repeat steps 1 through 5 for each customer field you want to create.

 

 

To edit a custom field name, follow these steps:

1. From the Settings menu, select the Customer Fields menu

2. Select the custom field you want to change

3. Click [Edit]

4. Modify the field name

5. Click [Save]

 

To delete a custom field, follow these steps:

1. From the Settings menu, select the Customer Fields menu

2. Select the custom field you want to change

3. Click [Delete] then click [Ok] on the confirmation window popup

 

 

To view the label that you created and enter data in that field, follow these steps:

1. Select the Customer module

2. Select a customer then click on [Edit]

3. Scroll to the Customer Fields section of the client screen

  



4. Enter a value in the custom field

5. Click [Save]

To view the label and data that you entered in the client screen, follow these steps:


1. Select the Dashboard module

2. Select the [Add KPI Card]. From the 'Setup' options pick the dimension you want to display to the dashboard.

 


Custom fields (sometimes referred to as Customer fields) display as follow in reports when exported from the platform.