How to create a report with PI filter enabled in PromoMats?
Create Report permission is needed.
To create a new report with the PI filter enabled, follow the steps below:
- Click on Reports tab.
- Click on Create.
- Select Report Type - Document Relationship - Other Source Document with Target Document.
- Fill the fields Name and Description.
- Click on Continue.
- Expand and fill the Filters.
- Click on Edit Columns.
- Select the necessary columns.
- Click on Run.
This report can be run for any relationship type enabled in the site.
Vault Documentation: Creating Reports
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