Selecting User-defined Fields for Reports

The Manage user-defined fields, e-signatures, and user-defined reporting permission is required.

Configuration > [Onboarding (Transitions)] Administration > User-defined Reporting

1. Click Transitions Process.
2. In the list of available items, select the desired fields and click Add.
3. Use the up and down arrows to indicate which UDF will be reportable in which slot in the reporting tool.
4. Click Save.
5. Click Yes to confirm.

That data is available for reporting.