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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