Manage Report Versions

Set up

Version History

in your environment.

To manage versions for a specific report, you must be the Report Owner.

To manage versions for all reports, you must have the custom.reports.settings.admin
permission.

The

Version History

section of a report enables you to:

View the history of a report.

Track changes every time a user saves the report.

View or revert to earlier versions of reports.

Export an earlier version of a report.

Create a new report using an earlier version as a template.

Version history displays earlier versions of the report with current data. Older versions don't show older data.

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 with versions you want to manage.

Click

Version History

When you click on a version of the report, you can view updates for that report in the

Changes

section.

When you select

View Version

, consider:

Option	Description
Back to current version	There are no changes to the selected version. Return to the most recent version of the report.
Make this the current version	Replace the current version of the report with the selected version.

To save the selected version of the report, consider:

Option	Description
Download	Export the selected version of the report as a spreadsheet.
More Save As New	Create a copy of the selected version as a new report.

The Payroll team uses an Invoicing report and modifies it a few times throughout the year due to process changes. As part of an audit, you want to compare how the report was structured in the beginning of the year to how the report is structured now. You access the report's

Version History

to find an earlier version and export it for comparison with the current version.