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Administrator Guide
Last Updated: 2026-04-17
Manage Report Settings

Manage Report Settings

Have these permissions:
  • custom.reports.schedule.admin
     to see and modify other users' report schedules.
  • custom.reports.settings.admin
     to modify Report Settings in all reports.
You must be the Report Owner or have shared access.
Use the
Settings
 tab to manage details of reports, schedule the delivery of a report or share the report with others.
  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. Select the report that you want to manage.
  3. On the
    Settings
     tab, in the
    Report Details
     section, click
    Edit
    .
  4. Complete the
    Report Details
     section:
    Option Description
    Report Description
    You could use this space to document the types of data the report covers or why you created the report. This displays on the
    Reports
     page.
    Report Owner
    You can assign the Report Owner by user, role tag, or role. Assigning by role tag or role enables group ownership.
    Report Section
    Enables you to categorize similar reports.
    Report Config Export
    You can enable users to share the report with others using a configuration export.
    Report Type
    Select
    Saved Report
     to restrict access to the Report Owner and select users.
    Select
    Base Report
     to enable global access to all users with access to the underlying data.
    Hyperlinks in Excel
    You can enable the report to automatically convert URLs into hyperlinks when you export it.
    Reporting API Dependency
    If you select
    Yes
    , the system displays a warning when a user tries to edit the report configuration. The warning shows the API or integration affected.
  6. Complete the
    Report Sharing
     section:
    Option Description
    Vendor Companies
    Select specific vendor companies from the list to share the report with. This is a multi-select list.
    Share with all vendor companies
    Select the checkbox to share the report with all vendor companies.
    The report displays on the
    Reports Home
     page for the Role Tags, Users, or Vendor Companies you selected.
  7. Click
    Save
     to save the changes for the
    Report Sharing
     section.
  8. (Optional) Under
    API Parameter Fields
    , click
    New Parameter Field
    .
    You can configure parameter fields to pull data from a report without having to manually filter it. Example: You need a specific Invoice Number.
    Option Description
    Parameter Name
    The exact ID or label the external system users to request data.
    (Optional) Description
    Enables you to add additional details about the parameter.
    Data Type
    The format of the data.
    Default Value
    The fallback value used if the field contains null or missing data.
  9. Click
    Done
    .