Question:
Users may need to identify which documents are not included in binders. To see this, Admins could create a Multi-Pass report that shows the relevant documents and all binders with documents, which allows users to determine which documents are not in a binder. How to Create Documents Orphan Report in Vault?
Answer:
Admins can follow the steps below to create documents orphan report:
- Go to Admin --> Configurations --> Report Views to create a Binder with Document Report view
- Go to Admin --> Configurations --> Report Types
- Create a Report Type for Orphan Report
- Select Class as Multi-Pass
- Select Document as Left Report view
- Click Add Relationship
- Enter the fields as followings:
- Go to the Report tab
- Create a new report
- Select the Report Type that is created in step 3.
- Save and run
Related Documentation:
Vault Help Documentation: N/A