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Administrator Guide
Last Updated: 2026-04-17
Create Reports from Templates

Create Reports from Templates

  • You must have the
    custom.reports.base.report.manage
     permission.
VNDLY has many prebuilt, base reports that you can use as templates for different reporting needs. Base reports can save you time, since they already contain the relevant fields, which might include calculated fields, sorts, and filters. Example: The
Contractor Daily Hours
base report has 18 fields already added and sorted on the report, including a pre-made calculated field for
Contractor Name
.
You can use base reports as-is, or modify them into a new custom report. Modified base reports save as a copy, not as a new template. You can keep the report as a saved report, or change the report type to convert it into a base report template. 
  1. Navigate to the
    Reports
     page.
    Depending on your permissions, you can access this page directly from the VNDLY header or in the
    Reports
    Reports
    drop-down menu.
  2. Click
    Create from Report Template
    .
  3. Enter a
    Report Name
    .
  4. In the
    Choose Base Report
     section, search or select from the list of base reports.
  5. Click
    Create New Report
    .
  6. Click
    Save Report
    .
Modify any fields as necessary. See Manage Reports.