Question:
How to choose the Report Type needed in PromoMats and Medical?
Answer:
The system offers different Report Types and each includes relevant Filters and Columns for different purposes.
Please find below a short summary of the most used Report Types:
- Document: displays information about the metadata (document's fields such as Product), annotations and general information about the duration and times of workflows.
- Document Relationship: displays information about the nature of the relationship between documents. It also counts with all the information available for Document Report Type.
- Workflow: displays all the information related to workflows such as tasks and roles. It is important to verify the workflow's name from an example document before adding it to the filters since the System shows all workflows from all lifecycles and the list can repeat names and create confusion. It is suggested to always include the Workflow name filter to narrow down results. It also counts with all the information available for Document Report Type.
- User: displays information about users in the system. It is important to note that when users are created the fields Locale, Location or Country might be left blank or with a Country that is different from where the user is based (this depends on how the users' profiles have been created).
Note: Veeva GSC Associates are not able to view the Company's Report results.
Related Documentation:
Vault Help Documentation: About Report Types
Knowledge Base Documentation:
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