What are Report Types in PromoMats?
A Report Type determines the reporting objects for the new report.
On the Create Report page, the following types can be selected:
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.
Vault Help Documentation: About Report Types
Send us your feedback: We are always looking for feedback to help improve our Knowledge Base! Please let us know if this article is helpful or provide feedback on how we can improve your experience by clicking here.