Question:

How to create new report in PromoMats and Medical?

Answer:

User Profiles with permission to Create Reports can follow the below steps:

1. Open the Reports tab.
   
   
    
2. Click Create.
   
   
    
3. Select a Report Type to indicate the kind of data that the report should include. (See Report Types)
   The list of Types includes the Recently Viewed Report Types for easier access. 
   
   
    
4. The page shows Existing Reports in case the one needed already exists.
   To create a new Report click Continue on the top right corner.
    
5.  A pop up window appears: enter a Name for the report. 
   Click OK.
   
    
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) or Share it (See Share 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?
• How to Add Run-Time Filter Prompts When Creating Reports in PromoMats?
• What do Conditional Fields Mean When Creating Report in PromoMats?