Question:

In the report results, the version number is always appended to the Document Name.

Is there a way to remove the version number from the Document Name?

Answer:

Users can do the following to remove the version number from the Document Name.

1. In the report edit page, click the Create Formula Field button to create a formula field with the formula expression below:
   
   

   Left(documents.name__v, Length(documents.name__v) - Find('(v', documents.name__v))

   
   
2. Add the formula field in the column.
3. Expand the Advanced Options section and click Sample to download the file.
   
   
   
   
4. In the downloaded sample Excel Template, remove the original Document Name column.
5. Go back to the report and upload the updated Excel Template by clicking the Upload button.
   
   
   
   
6. Once uploaded, save and run the report.
7. Export the report to the Excel Template by clicking the Action Menu --> Export to Excel --> Template.
   
   
   
   
   
8. In the exported report, the original Document Name column does not exist and only the Document Name No Version is left.
   
   

   Document Name No Version	Document Number	Document Status
   NDA-UK-Link Test_Single	Test-0108	Draft
   Test Loader	Test-0106	Draft
   Test Loader Owner	Test-0105	Approved

Related Documentation:

Vault Help Documentation: Formula Fields