Question:
How to export reports in Vault PromoMats and Medical?
Answer:
To export reports in Vault:
- From the Reports page or report viewer, select the Action menu. Users may see different options according to types of reports and Vault settings.
- Select the Export option.
-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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