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How to Edit Columns in a Report in Vault?

  • Updated

Question:

How to Edit Columns in a Report in Vault PromoMats and Medical?

Answer:

The default table can be edited with more Columns to show all the information needed from each result:

 

  1. Click Edit Columns.

    columns.png

  2. The right box shows the default columns. Scroll through the list on the left or use the Search box to find different columns, try with key words like "date" or "task".

    search.png

  3. Click on the column name and use the right arrow button to send it to the right box.

    add.png

  4. Click the up and down arrow buttons to move the column. Once completed, click OK.

    save.png

  5. Optional: use Group Rows by to organise the report in smaller groups.

 

Note: User needs to be assigned a role in the Sharing Settings of the Report to be able to edit it.

Related Documentation:

Vault Help: Creating Reports

Knowledge Base:

 

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