Manage Reports

Have these permissions:

custom.reports.settings.admin
to edit a report.

custom.reports.create.full
to edit a report.

custom.reports.create.limited
to sort and download a report.

Use this page to edit the fields of your report or change how the data displays using filters and sorting.

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.

To edit a report, click the name of the report you want to edit from the list.

Click

Fields

to modify the fields of the report or to add more fields. Consider:

Option	Description
Fields	Click Add Fields to select from a list of available fields, or create custom values and calculated fields. To re-order fields, click into the field item to drag and drop it into the desired position. To remove or rename fields, click the three dots on each field item and click Rename or Remove . You can also rename fields directly on the report by double clicking the column header and entering the desired field name after you add the field.

Option

Description

Fields

Click

Add Fields

to select from a list of available fields, or create custom values and calculated fields.

To re-order fields, click into the field item to drag and drop it into the desired position.

To remove or rename fields, click the three dots on each field item and click

Rename

Remove

You can also rename fields directly on the report by double clicking the column header and entering the desired field name after you add the field.

Click

Filters

to manage the filters within your report. When you click

Save

the filters remain in place after you close the report.

You can quickly filter content by clicking the 3 dots in the column header and entering the

Filter Value

. These filters don't remain after closing the report.

Click

Sorts

to manages the order of how VNDLY returns data in your report. When you click

Save

the sorting order remains in place after you close the report.

You can quickly sort content by clicking the 3 dots in the column header. The sorting order doesn't remain after closing the report.

When you add sorts from the report editor they can be exported. You can't export sorts that you add from the column header.