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Administrator Guide
Last Updated: 2026-04-17
Create Custom Reports

Create Custom Reports

  • You must have the
    custom.reports.create.full
     permission.
Custom reports enable you to select only the required fields and filters you need in a report. This can be helpful when you know exactly what data you're looking for and may be more efficient than starting with a generic base report.
Example: A program team wants to create a quick report that lists all jobs for a certain resource manager. Instead of starting with a base report and removing unneeded fields, they create a custom report that pulls in only the necessary fields such as
Job Title
,
Job ID
,
Dates
, and a filter for the resource manager.
  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 Custom Report
     and select the
    Starting Dataset
    .
  3. Click
    Continue
    .
  4. Search for fields to add to your report.
    Click the down arrow next to the column name to filter the list of fields.
    As you search for available fields to add to your report, consider:
    Option Description
    Dataset Fields
    If you haven't added any fields to the report, we display all available fields and their corresponding datasets within the selected report domain. After you add the first field, we display a filtered list of all fields that are available in the starting dataset.
    Calculated Fields
    Select from calculated fields previously created for this report.
    Parameter Fields
    Select from the custom parameters to pass a value into the report when executing from the Custom Report API. See Manage Report Settings to set up APIs.
    Values
    Select from custom values created for this report.
    System Variables
    Select from fields related to system and report data.
    All Fields
    Select from fields that are available from all datasets in the report domain.
    Browse All Fields
    View all available fields with descriptions in a full page view.
    Create a Value
    Add a custom field to the report.
    Create a Calculated Field
    Add a calculation on report fields.
  5. Click
    Save Report
    .
When you download the report, you can change the export format by selecting
More
Download As
.