Removing the Deleted Custom Fields From a Custom Report

Overview

Using custom reports gives you direct access to all of your conversations and customer data. It makes them available for quick export into a CSV spreadsheet. When you generate a custom report, however, it may still include previously deleted custom fields.

 

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Diagnosis

You create custom reports from the Insights section of the agent area. During this process, you can define the criteria for each custom report and save them so that you and your team can run them at the push of a button.

The reports generated by Kayako list all the data for all conversations that match the conditions you specify in the report, and this includes all the custom fields you created. Even if you subsequently delete the field, it continues to show up on the report because the field remains a component of the report.

Let's suppose you start with a custom field that says, "Select Your State." You then create a custom report for "All Completed Conversations in the Last 7 Days" that includes this custom field. After some time, you delete the "Select Your State" field from your custom fields because you no longer need to track this information. When you now run the "All Completed Conversations in the Last 7 Days" report, the "Select Your State" field continues to appear on that report. It always was and continues to be a part of that report, and this is by design.

 

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Solution

There is no way to edit the existing custom report to remove the deleted custom field. To resolve this issue, you need to recreate the custom report after deleting the custom field.

1. After you have deleted the custom field, go to the Insights section of Kayako.

2. Click the Custom Reports link in the sidebar.

   

3. Click the New Report button.

4. From here, define the conditions that conversations must meet to be included in this report. 

5. Click the Save button to create and run your report.

NOTE: Please visit the Generating Custom Reports in New Kayako article for reference in creating custom reports.

 

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Confirmation

Recreating the custom report allows it to capture the changes you made within Kayako, which includes the deletion of the custom field. From then on, the new report will no longer include the deleted conversation fields.

 

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