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.

• 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.

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.

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.

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

Updated on: 07/26/2026