How to create new report in PromoMats?
Create Report permission is needed. To create a new report in PromoMats, use the following steps:
- Open the Reports tab.
- Click Create and select Report.
- Select a Report Type to indicate the kind of data that the report should include.
- Enter a Name and Description for the report. If the user skips this step, the details can be entered when saving the report.
- Click Continue.
- Add any relevant filters.
- Optional: Click on Edit Columns to add, remove and rearrange columns.
- Click Run to view the results. The user can return to the Report Builder to modify the report details.
- Click Save.
Vault Help Documentation: Creating Reports
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