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Administrator Guide
Last Updated: 2026-04-17
Add Fields to Your Reports

Add Fields to Your Reports

  • You must be the Report Owner or have shared access to the report.
  • You must have the
    custom.reports.create.full
    permission.
You can add, remove, and modify fields on base reports and custom reports. You can also create custom values and calculated fields for your organization's specific needs.
We continue to support existing reports with multiple joined datasets but you can't add new fields that are outside of the join relationship. If you need to add new fields to your report containing multiple datasets, submit a brainstorm and we’ll review your request.
  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 you want to edit.
  3. Click
    Fields
    .
  4. Click
    Add Fields
    .
  5. Click
    Add
    for each field you wish to add to your report.
    From the list of available fields, click the down arrow next to the Dataset column header to filter the list of fields or click
    Browse All 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 area. 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.
    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.
  6. Click
    Add to report
    .
  7. (Optional): You can re-order the fields by dragging them to a new position in the
    Report Editor
    pane.
  8. Click
    Save Report
    .
We update all changes in real time on the report.