Question:
How to export reports in PromoMats and Veeva Medical?
Answer:
- In the Reports tab, find the report to be exported.
- Hover over the report preview or access the report to find the Actions Menu (...).
Select the Export option needed.
-If Export To Excel is selected, choose Data Only or Formatted. To see headers, choose Formatted.
- A dialog opens while Vault processes request. Users can choose to cancel the request from this dialog. The dialog closes automatically when the file is ready.
- Depending on the device's configuration, the file is downloaded automatically or users may have to choose to save it.
Related Documentation:
Vault Help Documentation: Exporting, Sharing & Copying Reports
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