The Goal: Enter data into an Overall Event Custom Field so staff can track expenses and other internal event information and compare results from event to event and year over year.
Before You Begin:
- You need staff permissions to edit events.
- Have your Overall Event Custom Fields already created. These fields are intended for staff members to track expenses and other internal event information.
- Once populated, this data can be included in various event reports, such as the Events Overview Report, Event Attendee Report, and the Event Activity Report.
Step-by-Step Instructions
- Go to Events & Learning, Events section, and open the event you want to update.
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Select the event’s Overview tab and click the pencil icon
in the Overall Event Custom Fields section.
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In the Edit Event Fields window, populate the fields as needed.
- Click Done.
Common Pitfalls
- No custom fields appear: If the Overall Event Custom Fields section is empty, the fields haven’t been created yet. Add them first (see the linked article above) before trying to populate data.