Change Report Types

Administrator Guide

Change Report Types

You must be the Report Owner or have permissions to access and edit the report.

You must have the custom.reports.create.full
permission.

You can change report types to allow or restrict global access to reports.

Navigate to the

Reports

page.

Depending on your permissions, you can access this page directly from the VNDLY header or in the

Reports

drop-down menu.

Select the report you want to change.

On the

Settings

tab, in the

Report Details

section, click

Edit

As you select a

Report Type

, consider:

Option	Description
Saved Report	Only accessible to the Report Owner and users with shared access to the report. Example: You create a Custom Work Order Report that enables you and some of your team members to view data specific to the vendors that you manage. Save it as a Saved Report .
Base Report	Globally accessible to all users in a tenant who have permission to access the underlying data. Example: You create a Global Expense Report template that can be used by anyone in your company. Save it as a Base Report .