Question:
How to create a report to track all documents created by a user in PromoMats?
Answer:
- Navigate to Reports tab.
- Click the Create button.
- Select the +Report option from the dropdown list.
- Select the Document report type.
- Name the report and click Continue.
- Under FILTERS, set up the filter as below and enter the specific user name.
- Clicking Edit Column to select columns that will appear in the report.
- Save and Run the report. Users need to refresh the report when exporting data the next time.
Related Documentation:
Vault Documentation: Vault Help