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Data Management Page

Jomar
  • Updated

Introduction

The Data Management Page in AskNicely gives Admin users powerful tools to shape how data is organized, labeled, and displayed across the platform. Whether you want to simplify the user interface for your team, manage visibility of custom fields, or audit the origins of your data, this page is your command center for customizing your data structure.

This is especially helpful for:

  • Streamlining filters and reports on the Dashboard

  • Aligning custom fields with internal terminology

  • Managing which fields are visible to team members

  • Structuring hierarchical team views (for Frontline accounts)

Video Tutorial

Step-by-Step Instructions

✅ Accessing the Data Management Page

  1. Navigate to Settings > Data Management

  2. You’ll see a list of all historically imported Custom Fields

  3. Each field can be edited for:

    • Label

    • Data definition

    • Visibility

    • Grouping (for Frontline accounts)

Editing Custom Fields

🏷️ Field Label

Change how a field appears across the AskNicely platform to improve clarity for your team.

  • Click the field name

  • Enter a simplified or user-friendly label

  • Special characters and punctuation are not allowed

🔔 This only affects visual naming—your raw data remains unchanged

🧠 Data Definition

You can redefine certain fields to align with how they're used by different teams.

Examples:

  • Define a Scorecard metric using a specific custom field

  • Adjust a Date Field format (e.g., ISO vs. US format)

Some changes will trigger an icon in the Definition column to indicate that a manual override is in place.

🛠️ For advanced data strategies, contact your Customer Success Manager (CSM)

👁️ Visibility Controls

By default, all custom fields are visible in filters, dashboards, and reporting.

To hide a field:

  • Deselect the visibility checkbox for that field

  • The field will still be included in CSV/API exports but not shown in the UI

🧹 Use this to declutter the interface and simplify filter choices for your team

🔍 Custom Field Origins

Each newly updated or imported field will now include its data origin. This helps you:

  • Audit where your data is coming from (e.g., CSV, API, integration)

  • Ensure accurate data mapping

  • Prevent import errors due to mismatched field names

Team Groups (Frontline Accounts Only)

Frontline-enabled accounts can:

  • Create data hierarchies that reflect your organizational structure

  • Rank data fields to match team visibility tiers

This feature is key for assigning visibility based on roles such as:

  • Regional Managers

  • Team Leads

  • Frontline Staff

Team_Groups.jpg

📊 For guidance on team group strategy, contact your CSM

Custom Groups

Some data fields need to be grouped to provide better insights or context. With Custom Groups, you can:

  • Create entirely new data points

  • Group related fields together (e.g., Product + Version)

  • Use CSV imports to bulk assign fields to groups

📚 Learn more:

FAQs & Common Issues

  • Q: Will hiding a field remove it from exports?
    A: No, it will still be included in all CSV/API exports.

  • Q: What if a field doesn’t appear where expected?
    A: Check that it’s visible and defined correctly in the Data Management Page.

  • Q: Can I undo a field label change?
    A: Yes, simply edit the label field and revert it to its original name.

  • Q: I’m not seeing field origins for older data—why?
    A: Field origin tracking only applies to fields updated or imported after Fall 2022.

Next Steps & Related Articles

Video Tutorial

🎥 

Need Help?

Contact your Customer Success Manager or reach out via the in-app chat icon for help configuring data definitions, setting up groups, or managing visibility settings.

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