Archive Reports

Vault Reporting

Introduction

Vault's Archive Reporting feature allows users to generate data-driven insights on actions performed on archived data. These reports help in auditing, compliance, and operational analysis.

Report Creation Workflow

1. Click Generate Report.

1. In the Search By dropdown, select the appropriate option.

1. A popup will appear prompting for input parameters.

1. Fill in the required fields:

   • Salesforce Org: Select the target Org for which the report is generated.

   • Report Label: Enter a custom label (no special characters).

   • Report Date Range: Choose a date range (maximum of 6 months).

     ⚠️ Note: Only a 6-month date range is allowed.

   • Object: Select the Salesforce object to report on.

   • Fields: Choose the relevant fields from the selected object.

   • Query: A query will be auto-generated based on selected fields. You can also define a custom SOQL query.

   • Click Generate to initiate the report creation.

     ⚠️ Note: Reports expire 7 days after creation.

1. Reports may take time to process depending on data volume. A maximum of 5 reports run simultaneously; additional reports are queued.

2. Once ready, reports are listed under Archive Reports.

1. Click on the Report Label to view the report.

1. Use the search bar to find records (default is case-insensitive). Enable case-sensitivity if needed.

Additional Features

• Export to CSV: Export report data using this feature.

  
• Consolidated Report: View a combined report across related data sets.

  
• Change View: Customize visible columns by selecting from the available list.

  
• Column Search: Locate specific fields using the column search.

  
• Dynamic Operators: Based on selected columns, applicable operators (e.g., equals, contains) are shown.