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How to Create a Report to Track the Task Instructions in Vault PromoMats and Vault Medical?

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Question:

How to create a report to track the Task Instructions in Vault PromoMats and Vault Medical?

Answer:

Once a task is marked as complete, the task instructions can be tracked by running a report. 

A user needs Report permission to create the report. 

 

In order to create the report, users follow the steps below: 

  1. Click on the Reports tab.

    reports_button_new_ui.png

  2. Click on Create.
  3. Select Report.

    create_report_new_ui.png

  4.  Select the Report type Workflow with Document.

    report_type_new_ui.png

  5. Click Continue.
  6. Set the Task Instructions filter to is not blank.

    task_instructions_new_ui.png

  7. Add additional columns using the Edit Columns option.

    edit_columns_new_ui.png

  8. Add the column Task Instructions to the Displayed Columns section and click OK.

    additional_task_instruiction_column.png

  9. Click on Run to see the results of the Report. 

    run_report_new_ui.png

  10. Click Save to save this new report once the results are satisfying. 

    save_report_new_ui.png

Related Documentation:

Knowledge Base: How to Create a New Report in PromoMats? 

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