Add Fields to Your Reports
- You must be the Report Owner or have shared access to the report.
- You must have thecustom.reports.create.fullpermission.
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.
- Navigate to theReportspage.Depending on your permissions, you can access this page directly from the VNDLY header or in the drop-down menu.
- Select the report you want to edit.
- ClickFields.
- ClickAdd Fields.
- ClickAddfor 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 clickBrowse All Fields.As you search for available fields to add to your report, consider:
Option Description Dataset FieldsIf 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 FieldsSelect from calculated fields previously created for this report.Parameter FieldsSelect 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.ValuesSelect from custom values created for this report.System VariablesSelect from fields related to system and report data.Browse All FieldsView all available fields with descriptions in a full page view.Create a ValueAdd a custom field to the report.Create a Calculated FieldAdd a calculation on report fields. - ClickAdd to report.
- (Optional): You can re-order the fields by dragging them to a new position in theReport Editorpane.
- ClickSave Report.
We update all changes in real time on the report.