Table of Contents

Creating a New Reporting Field (Adding a Reporting Field)

Also known as: Add Reporting Field, New Reporting Field, Custom Field

To create a new reporting field:

  1. Navigate to the Reporting Fields module from the Dashboard.
  2. Click on Add New Reporting Field.
  3. Fill in the reporting field details:

    • Name: The field label (e.g., Part Number, Job Number).

    • Required: Must be filled out before checkout is allowed.

    • Allow User Input: Lets users type or scan data at checkout. If unchecked, users must choose from a dropdown.

    • Restrict User Input: Allows users to type into this field, but only accepts values that already exist in the preloaded list.

      • Useful when there are many possible values and you want to prevent mistakes.
      • Works well with barcode scanners — users can scan a valid value instead of typing it.

    • Enable: Activates or deactivates the field at checkout.

    • View Order: Sets the order in which fields appear at the kiosk. Lower numbers show first.

    • Character Min: Minimum number of characters the user must enter if typing.

    • Character Max: Maximum number of characters the user can enter if typing.

  4. Click Add Reporting Field.

After Creating a Field

  • Use the Settings button to adjust requirements.
  • Add data options by either:
    • Typing and clicking the + button (adds a single value).
    • Uploading a list (see Importing Data).

FAQ

What happens if a field is required?

Users cannot complete checkout unless they provide a value for that field.

Can I change a field’s name later?

Yes. The field name can be edited from the Settings screen.

Can I deactivate a field without deleting it?

Yes. Uncheck Enable to disable the field at checkout.

What is View Order?

It controls the order in which reporting fields are shown at the kiosk. For example, a field with View Order = 1 will appear above a field with View Order = 2.

What are Character Min and Max?

  • Character Min: The minimum number of characters a user must enter.
  • Character Max: The maximum number of characters a user is allowed to enter.
    These settings only apply if Allow User Input is enabled.

What does Restrict User Input mean?

This setting lets users type into the field, but only accepts values that already exist in the preloaded list.

  • Helps prevent typos or invalid entries.
  • Often paired with barcode scanners so users can scan valid values directly.
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