We’ve added additional data fields to your workspace member lists!
Administrators can customize these to add fields such as gender, region, department, and more. This can track additional attributes for initiatives such as DE&I program. This article will guide you through how to customize your data settings, update your workspace members, and track your custom data.
Step 1: Customize your Workspace Member settings
Navigate to Workspaces > General Settings > Advanced Reporting.
Member Data displays additional data fields you can customize and filter for your workspace. A few options include Region and Gender. You may add up to 10 additional data fields.
Click on Save Changes to capture your new data fields for your Workspace. Navigate to another Workspace name in the header to update member data if you need to update data fields for more than one Workspace.
Step 2: Update Workspace Member data
Update your data fields by uploading a CSV list. Navigate to Workspaces > Manage members and upload a CSV with the appropriate fields. You will be prompted to upload a new list or update existing Workspace Member data.
You can always add one member at a time by clicking add a member on the top of the page.
Step 3: Track Member Data
Track and report activity on additional data fields by clicking on Reports. Click on "Filter" to track data by each custom member field.
You’re all set!