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Vellox Group Ideas Portal
Status Gathering interest
Created by Monika Rae
Created on May 13, 2026

Allow Global Reports to Refresh and Include Newly Created Custom Fields

When a new custom field is created, it is not automatically available in existing reports within Global Reporting.

To include the new field:

  • A support ticket must be raised so the Dev team manually update the report OR

  • The user needs to create a new report

There is no option for users to refresh or re-sync an existing report to make newly added custom fields available in the field selection list.

This creates unnecessary operational overhead and delays:

  • Users cannot self-manage reporting updates

  • Every change to an existing report requires vendor intervention

  • Multiple reports must be manually updated after each field addition

  • Turnaround time depends on ticket queues rather than business urgency

This becomes particularly inefficient in environments where reporting evolves frequently.

Proposed Solution:

Introduce functionality that allows existing reports to automatically or manually incorporate newly created custom fields. Ideally, newly added custom fields would be automatically included in the list of available fields for all relevant reports. Alternatively, a “Refresh Fields” option could be provided within the report configuration, enabling users to manually re-sync and update the available fields dynamically. A further enhancement would be to allow configurable behaviour, giving users or administrators the choice between automatic updates or manual refresh, depending on their reporting preferences and control requirements.


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