How To:

How to create a report with PI filter enabled in PromoMats?

Instructions:

Create Report permission is needed.

To create a new report with the PI filter enabled, follow the steps below:

1. Click on Reports tab.
   
   
   
   
2. Click on Create.
   
   
   
   
3. Select Report Type - Document Relationship - Other Source Document with Target Document.
   
   
   
   
4. Fill the fields Name and Description.
   
   
   
   
5. Click on Continue.
   
    
   
   
6. Expand and fill the Filters. 
   
   
   
   
7. Click on Edit Columns.
   
   
   
   
8. Select the necessary columns.
   
   
   
   
9. Click on Run.
   
   
   This report can be run for any relationship type enabled in the site.

Related Documentation:

Vault Documentation: Creating Reports

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