Question:

How to create new report in PromoMats and Medical?

Answer:

Create Report permission is needed.

To create a new report in Vault, use the following steps:

1. Open the Reports tab.
   
   
   
   
2. Click Create and select Report.
   
   
   
   
3. Select a Report Type to indicate the kind of data that the report should include. (See Report Types)
   
   
   
   
4. Enter a Name and Description for the report. If the user skips this step, the details can be entered when saving the report.
   
   
5. Click Continue in the top right corner of the screen.
6. Add any relevant filters. (See Add Filters)
7. Click on Edit Columns to add, remove and rearrange columns. (See Edit Columns)
8. Click Run to view the results. To edit the report details, return to the Report Builder by clicking the pencil icon.
9. Click Save. 
10. Optional: Export the Report. (See Export Reports)

Related Documentation:

Vault Help: Creating Reports

Knowledge Base:

• Report Types in PromoMats and Veeva Medical
• How to Add Filters To a Report In PromoMats and Veeva Medical?
• What is the Meaning of the Filters or Columns in a Report in Vault?
• How to Edit Columns in a Report?
• How to Export Reports?