Question:
What are Report Types in PromoMats?
Answer:
A Report Type determines the reporting objects for the new report.
On the Create Report page, the following types can be selected:
- Document:
Lists documents as unique records and allows the user to use the document fields. - Copy with Original:
Lists all documents that are created using the Make a Copy action, as well as each original document. - Original with Copy:
Lists all documents where the Make a Copy action is used, as well as each copy. - Other Source Document with Target Document:
Lists all documents with at least one document relationship. In the report builder, it must be chosen manually a relationship type for the report. - Other Target document with Source Document:
Lists all documents that are the target in at least one document relationship. In the report builder, it must be chosen manually a relationship type for the report. -
Supported Document with Supporting Document:
Lists all documents with at least one Supporting Document relationship. -
Supporting Document with Supported Document:
Lists all documents that are the target in at least one Supporting Document relationship. This report groups by target document. -
Workflow with Document:
Lists workflows or tasks as unique records and allows a user to use document fields as well as workflow fields such as: Task Owner, Workflow Due Date, and Workflow Name. -
Binder Section with Document:
Lists binder sections and the documents contained in them, as unique records.
Note: Vault can only report on the first level of sections in a binder. -
Binder with Document:
Lists binders and the documents contained in them, as unique records.
Note: This report type does not reflect the binder’s structure. -
Binder Section with Document and Binder:
Allows a user to report on both binder and binder sections at the first level and group documents within a binder by both binder and binder section.
Note: For binders and binder sections containing nested sub-binders, the report lists all documents in sub-binders but does not list the sub-binders themselves as documents. -
[Object] with Document:
Lists Vault object records for a specific object as unique records and allows a user to use document fields. These report types are available for each standard object (Product, Study, etc.) in the Vault.
Related Documentation:
Vault Help Documentation: About Report Types
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