Question:
How to add filters to a Report in Vault PromoMats and Medical?
Answer:
Under the Filters section, users can add multiple values to restrict the view to the data required.
To add a Filter to a Report, please follow the instructions below:
- From the Reports Tab, click Create.
- Select the appropriate Report Type
- Once selected, click Continue on the top right side of the screen.
- On the Report page, expand the Filters section and select a field.
- To add or remove a Filter, click the (+) or (-) icon to the right.
For reports with numerous results, it is recommended to use any Date range filter to narrow down the results.
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