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Report Filters

Is there a document that tells me what all the filters mean in the report function? For instance, is there a filter that says to run the report when only a certain level of documents are returned? Would that be size? 

 

Thank you

4 comments

  • Avatar
    Aaron E Official comment

    Hello Kaitlin,

    Here is our Documentation for Reporting Filters

    Vault Reporting Documentation: Reporting Filters

    Size and the other options are fields on the document. It refers to the source file size.

     

    You can set Flash Reports to only send when there is at least one record.

    Vault Flash Report Documentation: Scheduling Flash Reports

     

     

    Regards,
    Aaron

  • Avatar
    Kaitlin Owens

    Thanks, Aaron. 

    Is there a way to filter the report to send when there are say 20 or more documents rather than only 1? I know for the schedule the flash report you can set it for one record, but is there a filter for more records than that? 

    Kaitlin 

  • Avatar
    Aaron E

    Hi Kaitlin, 

    Only preventing the Flash Report with 0 records is currently supported.

    I can move this post to the Product Suggestions section for the Project Manager's consideration if you would like. 

     

    Regards,

    Aaron

  • Avatar
    Kaitlin Owens

    Hi Aaron, 

    Sure. I do think this would be a good function to consider for future updates. 

    Thank you for passing that along and answering my question.

    Kaitlin 

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