# 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**.

![Generate Report Button](/files/aKE2aAm0CqDOyX4ihDcq)

2. In the **Search By** dropdown, select the appropriate option.

![Search By Options](/files/yvGvXu0xK4gu8uUzTbwr)

3. A popup will appear prompting for input parameters.

![Report Configuration Popup](/files/UEOBYjGmVmfHf7RfSn6T)

4. 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.

![Form Example](/files/Di7P72B1kjcpsvS37Pk0)

5. Reports may take time to process depending on data volume. A maximum of 5 reports run simultaneously; additional reports are queued.
6. Once ready, reports are listed under **Archive Reports**.

![Reports List](/files/uY2xYpohYIn1uEPBltXX)

7. Click on the **Report Label** to view the report.

![Report Preview](/files/O6Spt7Bg9qa2Fm1smt2J)

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

![Case Sensitivity Option](/files/gPXYdLafoXKh3Ajw3krI)

***

### Additional Features

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

  ![Export Options](/files/cIKzJXyuyrKMniTeWnJ3)
* **Consolidated Report**: View a combined report across related data sets.

  ![Consolidated View](/files/fG1MSIMBedYo8ED7a6M7)
* **Change View**: Customize visible columns by selecting from the available list.

  ![Column Selection](/files/KUtROpmydYJXkepPou9I)
* **Column Search**: Locate specific fields using the column search.

  ![Search Columns](/files/STryIjZ9htlrhdDJ9LHC)
* **Dynamic Operators**: Based on selected columns, applicable operators (e.g., equals, contains) are shown.

  ![Operator Selection](/files/Jr7IsAgLsAYVQdcjyT66)


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