Please ensure you have read the prerequisites, which illustrates the permissions required for custom reporting in Sunwave.
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Custom Fields and Reportable Checkboxes do not work with Patient Engagement |
How do I know if I have a Parent-Child Realm?
In Sunwave, click on your logo. If you see multiple realms, you have parent-child realms.
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Custom Fields
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Setting up Custom Fields in List of Values
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In the parent realm, go to Left Panel → CRM → Custom Fields Report
Set your report date duration and search parameters and click the
icon to generate your report 
Pull over the following fields (bubbles), or more, to see your Custom Field in action in parent and child realms
Reportable Checkboxes
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Compatible Form Builder Fields for Reportable Checkboxes
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