The Goal: Use Overall Event Custom Fields to track expenses and other internal event information so you can easily compare event to event, and even year over year.
Before You Begin:
- You need staff access to view and edit events.
- Understand that these Overall Event Custom Fields are intended for staff members to track expenses and other internal event information. They can be included in various event reports, such as the Events Overview Report, Event Attendee Report, and the Event Activity Report.
- NOTE: These overall event custom fields are not the custom fields that you wish to include on your event registration pages or custom fields used for internal purposes specific to an individual event.
Step-by-Step Instructions
- Go to Events & Learning, Events section, then open any event.
- ALL custom fields that have been created of type Event will automatically be displayed on each of your event's Overview tab.
- Populate these fields with the desired information and/or add additional custom fields directly from the Overview tab.
- Click Save to finalize your changes.
| NOTE: The Overall Custom Fields are NOT custom fields that you wish to include on your event registration pages or custom fields used for internal purposes specific to an individual event. See Add Individual Custom Fields to Your Event Registration Page and/or Add Custom Fields to Event Registration Form for instructions on setting up custom fields for your event registration page. |
Common Pitfalls
- Confusing overall fields with registration fields: Overall Event Custom Fields are for internal staff tracking across all events. They are not the fields you add to a specific event's registration page—use the linked articles above for those.