Question:

What are Report Types in PromoMats and Veeva Medical?

Answer:

A Report Type determines the reporting objects for the new report. 

Please find below a short summary of the most used Types on the Create Report page:

• Document: Displays information about the Metadata (document's fields such as Product), Annotations and general information about the duration and times of workflows.
• Document Relationship: Displays information about the nature of the relationship between documents. It also counts with all the information available for Document Report Type.
• Workflow: Displays all the information related to workflows such as tasks and roles. It is important to verify the workflow's name from an example document before adding it to the filters since the System shows all workflows from all lifecycles and the list can repeat names and create confusion. It is suggested to always include the Workflow name filter to narrow down results. It also counts with all the information available for Document Report Type. 
• User: Displays information about users in the system. It is important to note that when users are created the fields Locale, Location or Country might be left blank or with a Country that is different from where the user is based.

Within the Report Types, there are several subtypes:

• 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