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# Create and Replace Custom Fields in Reports

## Overview: custom fields in reports

Custom fields in CxPlanner reports let you create placeholders that you can replace with specific text across the entire report in one action, which is used when recurring names, titles, or project data must stay consistent without editing each occurrence by hand.

For building the report structure, see [Create and customize project reports](https://help.cxplanner.com/en-us/article/create-and-customize-project-reports-mn7gn2/).

* Your role must be **Manager** or higher.
* You can find the menu at Reports - report template editing / project report view - **Replace template text**.
* This changes all matching placeholders in the project-level report. It does not change the original template.

|| Only users with the project role **Manager** or higher can create and update custom fields in reports.

Typical placeholders include Project Manager name, client company, or inspection date.

## How to create and replace custom fields

### Create a custom field
1. In your report template, type your placeholder text between two curly braces with spaces inside, for example `{{ Project Manager }}`.
2. Repeat for any additional placeholders you want to define.

![Screenshot: Placeholder text with spaces inside curly braces](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1ggc16a.png)

### Update a custom field in a project report
1. Open the report in your project.
2. Click the yellow **Replace template text** button.
3. Enter the new value for the placeholder.
4. Confirm to update all matching fields in the report.

![Screenshot: Replace template text button and values](https://storage.crisp.chat/users/helpdesk/website/-/e/a/2/c/ea2cfd7bb6130800/image_1yty6rr.png)

## Results: custom fields in reports

* Placeholders must have spaces inside the curly braces to be recognised
* Updating a placeholder updates all instances of it in the report
* You can define multiple custom fields in the same report template
* Replacements apply in the project-level report only

## Troubleshooting: custom fields in reports

| Problem | Cause | Solution |
|---|---|---|
| Placeholder not detected | Missing spaces inside curly braces | Use `{{ Placeholder }}` with spaces inside the braces |
| Replace button not visible | Report does not contain any valid placeholders | Add at least one correctly formatted placeholder, then reopen the report |
| Only some fields updated | Placeholders use slightly different text or formatting | Make every placeholder string match exactly, then run **Replace template text** again |