# 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.

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### Report Creation Workflow

1. Click **Generate Report**.

![Generate Report Button](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2Fl07NUphpVPycuerkdsUR%2Fimage.png?alt=media\&token=8b231cea-e163-42ce-bb5b-3f693465a2c3)

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

![Search By Options](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FIvCwri1scsO0vyV1KaCp%2Fimage.png?alt=media\&token=12cf3190-99a5-4967-bab2-17c1de2e228e)

3. A popup will appear prompting for input parameters.

![Report Configuration Popup](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FmkRk2c8mmxctTQbCLbCv%2Fimage.png?alt=media\&token=5651cd9a-e322-45e0-bcc8-2d1018d2a132)

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](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FjUmFEQSkaqmyRpGtn6Ga%2Fimage.png?alt=media\&token=242d1706-6920-4f89-ad80-8867bfa58dfd)

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](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FJ6JaVVOgPGUoI2HS6BTt%2Fimage.png?alt=media\&token=abbcf6bd-6dd3-46ca-8205-5c8a33537edd)

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

![Report Preview](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FJ6B0EM5yjEY55JtwCEkM%2Fimage.png?alt=media\&token=05a61d25-e176-44b8-adea-9c2be1effdf4)

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

![Case Sensitivity Option](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FhuRLPg83YZH38Z45bldy%2Fimage.png?alt=media\&token=7b55844d-b3f2-42e6-ab04-f287f58b2923)

***

### Additional Features

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

  ![Export Options](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2Fk7DqvQn6bQvPH7IgEWQE%2Fimage.png?alt=media\&token=aa8c9933-37de-4735-b7bd-3f1d93913496)
* **Consolidated Report**: View a combined report across related data sets.

  ![Consolidated View](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FIpr1ulzEdy2OhJMSnRK6%2Fimage.png?alt=media\&token=0afa8c93-fbd6-49fe-a77a-5a3e21658eed)
* **Change View**: Customize visible columns by selecting from the available list.

  ![Column Selection](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2FPcfdHLppQXdSQ6GTjQHm%2Fimage.png?alt=media\&token=ce1c845d-9950-4150-a3a5-bfd48703c67a)
* **Column Search**: Locate specific fields using the column search.

  ![Search Columns](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2Fs7k51UjpPEWrsBiZrZI9%2Fimage.png?alt=media\&token=f50f6eef-f0d7-4896-b6ae-5dee5c32d6df)
* **Dynamic Operators**: Based on selected columns, applicable operators (e.g., equals, contains) are shown.

  ![Operator Selection](https://1912836914-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9vAxMuDrkUkB4OXlH9CL%2Fuploads%2Fy9yeAV5wtKdMZ5ILIBza%2Fimage.png?alt=media\&token=ed2981cb-8a89-4d42-a6a7-41e44dba10ec)