Reference: Reports Page

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. From the

Reports

page, you can:

Select an existing base or custom report to view, modify, or export.

Create a report from a report template.

Create a custom report.

View report settings.

After selecting a report, you see several tabs and buttons. The options used to adjust report primary settings and results are:

Table tab:

Fields

Filters

Sorts

Settings tab

Fields Button

The

Fields

button manages the base dataset, calculated fields, parameter fields, values, and system variables for your report. You can rearrange, rename, add, and remove fields on your report from this button.

Options available to you on the

Fields

button include:

Field	Description
Dataset Fields	The base dataset used for this report. You can rearrange, rename, add, and remove fields on your report.
Calculated Fields	Displays calculated fields applied to your report. You can also add additional calculated fields here.
Parameter Fields	Displays API parameter fields available as well as ones already added to the base dataset.
Values	Displays datasets that you might find valuable in addition to your base dataset.
System Variables	Displays field names that can be used to customize the report. Example: You could insert The report run date system variable to customize the report to include the report date automatically.

Filters Button

The

Filters

button manages the filters within your report. When you use filters, you can further control what data returns when you run your report.

Options available to you on the

Filters

button include:

Field	Description
Dataset	Defines where the field's information lives in VNDLY; whether it's a dataset, calculated field, or value. The filter will only pull information from this dataset.
Field Name	The name of the data that displays as a field name.
Condition	Triggers for including specific data in a report. You can use relative dates in this field as well.
Use Parameter	Enables you to use custom parameters to pass a value into the report when executing from the Custom Report API.
Value	Further defines filter in relation to condition. Depending on the Condition you select, this field can be unavailable.

Sorts Button

The

Sorts

button manages the order of how VNDLY returns data in your report.

Options available to you on the

Sorts

button include:

Field	Description
Dataset	Defines where the field's information lives in VNDLY; whether it's a dataset, calculated field, or value. The sort criteria will only pull information from this dataset
Field Name	The name of the data that displays as a field name
Sort Direction	The criteria that determines which direction the data returns in your report (ascending or descending).

Settings Tab

The

Settings

tab manages the information that your report displays on the Reports Home page. Options available to you on the

Settings

tab include:

Field	Description
Report Name	The name of the report that displays on the Reports page.
Report Description	Although this box is optional, 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	This option enables you to change the user with ownership of the report.
Report Section	This prompt aids with filtering on the Reports page. Depending on the selection you make, the report displays when you select the corresponding type under the Report Section filtering options. Example: If you select Contractors for the Report Section field, and then click Contractors under the Report Section filter, the report displays in the list
Report Type	This option enables you to change the report type between Saved Report and Base Report . A Base Report is globally visible to users who have access to the underlying data.
Hyperlinks in Excel	This option enables you to include or exclude hyperlinks in downloaded Excel files.
API Parameter Fields	This option enables you to manage API Parameter fields.