How do I add a new column to a default sales report?

Hi all, I’m new to Infusionsoft and thought this would be a super easy task, but to save my life I can’t figure it out! I have been using the Sales Call Log report and the team has said it would be more useful if we could add the People Type field as a column…but…I can’t see to figure out how to do this simple task.

Any help would be very much appreciated, thanks!

Hi, @Kathleen_Quinn_Votaw,

In Infusionsoft, at the top of nearly every report/list, is a ‘edit search criteria’ button. In that there are tabs for categories of fields and filtering. The last tab to the right allows you to select what additional fields you’d like to see. Don’t forget to save :wink: