Reporting

Vault Reporting

Introduction

This will help the user to draw data driven metrics from Vault, on the activities that are performed on the archived data in Vault.

Report Creation

Users can follow the depicted flow for the creation of reports.

  1. The user clicks on the “Generate Report” button.

  1. In 'Search By,' the following options will be available for the user to select:

  1. On clicking the “Generate Report” button, the user will see the following popup.

  1. The user can input/select all the required fields:

    1. Salesforce Org: The ORG on which the intended report is being generated.

    2. Report Label: The user has to input the label they want to use.

      The report label should not have special characters.

    3. Report Date Range: The user has to input the date range. This data range will be the input for fetching the data.

      Note: Only the six months date range is allowed.

    4. Object: The Object for whose data will be considered for data retrieval

    5. Fields: This will be the list of fields from the object selected above

    6. Query:

      The fields selected above will form the query, using which the report will be formed.

      The user can form a custom query as well.

  2. Generate: Clicking this button will initiate the report creation

    Note: The report created will expire after 7 days from the day of creation of the report.

  3. Please observe the following screenshot for reference

  1. Based on the data within the time range selected, the report may take some time to run and generate the report.

  2. If multiple reports were created:

    Five reports will run simultaneously, and the rest will be queued.

  3. Once the report is created, the report will be available under the “Archive Reports” as shown below.

  1. The user can click open the report created by clicking on “Report Label.”

  2. On clicking the report, the contents of the report can be viewed as shown.

  1. The contents of the report are searchable, the search is “case insensitive” by default. The case sensitivity can be turned on as shown below.

  1. The generated report can be "Exported to CSV” with the options shown below:

  1. Consolidated Report: By clicking on this button, the user can view the consolidated report.

  1. Change View: The user can adjust the columns visible on the report by adding or removing the columns from the list of columns available as shown below.

  1. The user can search through the columns of the selected object as shown below

  1. Based on the columns selected, the operators may vary in the “operator” column:

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