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How to Add Custom Fields to a CRM Snapshot: https://help.pm.leapevent.tech/a/989690
If you have custom fields on the Contact or Account and want to include or filter by them in a CRM Snapshot result report, you first need to create a custom CRM Snapshot Report Type.
We'll use the following scenario as an example: We've run the "One Time Ticket Buyers" CRM Snapshot and want to add a filter using the "Head of Household?" field, but the field isn't in our standard snapshot. How do we add it? Let's find out!
As you can see, the Head of Household field isn't available on the CRM snapshot we just generated
The field isn't there because it is a custom field and snapshot reports don't include custom fields by default. (Some non-custom fields will also not be available in the default snapshot result reports, so you can follow these instructions for those situations as well.)
With all that said, let's go create a custom Report Type and add our custom field to the CRM snapshot!
1. Determine the Report type of your Snapshot result report
First things first - we need to find out what the Snapshot Report Type is called so we know what to look for.
2. Clone the Report Type and add custom fields
Now that we have our Report Type, we'll need to clone it and build a custom Report Type that includes the Head of Household field and any other custom fields we want.
2. Search and click on Report Types

3. Click on the "Only Time Ticket Buyers" Label
If there is already a Custom version of this Report Type called something like "Only Time Ticket Buyers, Custom," don't create another one. Refer to the How to Modify an Existing Report Type article.
5. Fill in information about the Report Type clone and click "Save"
- Add language to the Report Type Label, Name and Description to indicate that this is a customized version of the "Only Time Ticket Buyers" Report Type
- Make sure that the Status is "Deployed"
- Click the "Save" button when complete
6. Click "Edit Layout"
Now that you have a custom Report Type, you can add fields to it using the steps here!
3. Rebuild the CRM snapshot report
Now we're ready to rebuild the CRM snapshot report with our new Report Type; essentially we'll replace the existing CRM snapshot template with our new and improved one. There's a lot of back and forth between the old report and the new report in this step, so exercise a bit of caution on this last leg of configuration.
1. Click on the App Launcher and go to the Reports tab
5. Search for and select the Only Time Ticket Buyers, Custom report type in the Report builder, and click "Continue"
6. Refer back to the existing "Only Time Ticket Buyers" report and customize this new report to match it
- Change the Show Me tile from "My Contacts" to "All Contacts"
- Change the Account Name: Created Date tile to "All Time"
- Add the filter "CRM Snapshot Result" equals blank ("")
9. Change the report name to "Only Time Ticket Buyers OLD", and click "Save"

10. Go to the report tab with your new report that includes custom fields

11. In the new report, click the "Save" button and paste the Report Name and Report Unique Name from the existing report into the appropriate fields
Note: you should still have both reports open in browser tabs at this point.
Make sure the Report Unique Name is exactly what the old report's was! If it's any different (i.e. a number at the end), then this won't work!
Don't click the Save button here yet.
12. Go back to the old report tab

15. Go back to the new report tab

16. Save the NEW "Only Time Ticket Buyers" report to the "CRM Snapshot Reports" folder

Now we're ready to work with the custom fields in the snapshot!