Configuring Reports & Dashboards


About Report Types

Report Type determines the “reporting objects” for the new report. For example, Product with Study means that your report looks at Product and Study records.

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Configuring Report Types

Report types define what an individual ”record” is in a report, for example, a document, a product, or a specific instance of a workflow. The report type...

Managing Report Export Cover Pages

Vault auto-generates report export cover pages and attaches them to PDF exports of reports. By editing the default Report Export Cover Page template, you can change...

Reporting Configuration & Permissions

In 18R1, we updated Vault’s reporting capabilities to make it easier for customers to organize reports across their vaults. Changes include:

Using Report Filters

Filters narrow the scope of your report. There are two kinds of filters: standard and run-time. Most document and object fields are available as filters....