Custom Tables (Client Vitals) Dataset
The view combines data from all Custom Tables attached to the Client Vitals screen in your community, making it much easier to utilize your custom data.
As a bonus, we're throwing in a free sample report that'll work with this dataset. It's designed for you to play with and make your own, so it's not terribly fancy. Make something beautiful with it!
This view contains the following columns, pulling data from all Custom Tables attached to the Client Vitals screen:
UniqueID - a unique value for each row in this table
CustomLinkID - a unique value corresponding to the instance of filling out the custom table
CustomTable - the name of the custom table
ClientID
ClientName
CreatedDate - when the custom table was filled out
CustomField - name of the custom field in the custom table
QuestionNumber - a non-unique number indiciating this question's position within the custom table (i.e. 1st, 2nd question)
FieldType - the type of field (i.e. date, drop-down)
Response - contains the field value, formatted as text regardless of field type
Response_DateAndTime - if the field was a date or datetime field, this column formats the response as a datetime, for analysis/manipulation
Response_Numeric - if the field was an interger, decimal, or currency field, this column formats the response as a decimal, for analysis/manipulation
Response_MultiSelect - if the field was a multi-select, this field creates extra rows that each contain one value, for analysis/manipulation
Documentation