difference between tabular reports and matrix reports

This makes your report more flexible because a single report can be used to focus on many different time periods for example.īecause reports that return more records take longer to run, for users with access to hundreds of thousands or even millions of documents or records, defining filters can help ensure the report provides a good user experience. Prompts are special filters that are determined at runtime and allow the user who is running the report to determine the value to filter by. By default all of your filters will have an implicit AND between them. You may define as many filters as you like in your report. Depending on the data type of the field, for example, Date, Text, and Number, you will see different operators like equals, greater than, in, and contains. Filters may be defined on all of the fields for any of the entities included in your report type.

Instead of seeing all records for the entities in your report type, you can focus the results down to only those that are currently relevant to you. All users who run a report will only see data that their permission sets allow.įilters and prompts are an important part of creating an effective report. By default, until the report is shared, only the user who created the report and members of the Report Owner and Report Administrators groups may access the report. Users who have the ability to edit or create a report may also share the report with other users. Because this user is an admin, the bulk actions options are available in addition to export options. You can see the available actions by clicking on the ellipsis icon on the far right. Users may export the results to Excel, CSV and PDF. Users may add fields for the included objects by clicking on the Edit Columns button on the far right below the filter section.Īfter defining the report, users can click on the Run button to see the results. Below we have selected the Study with Document report type.Īfter selecting a report type and clicking continue on the creator page, users are taken to the report builder page where they define the details of the report including columns, sorting, filters and groups. Users may optionally define a Name and Description on the creator page, but they will have an opportunity to do this later when saving their report as well. Report types are grouped based on the primary object in the report type, and users shall only see report types they have access to. Users with permission to create reports based on application and object permissions may navigate to the report creator page and select a report type.

Once you click Save, end users who have read access to all of the underlying objects will be able to create reports using this report type. As you add objects to your report type the Label and the Name are automatically updated unless you have previously defined a Label. You may add up to 10 objects to your report type.Ībove we have selected the object Study as our primary reporting object and added Document as a “down” object. Up arrows will be placed next to the objects that the primary object directly references and down arrows will be placed next to the objects that directly reference the primary object. This will present all of the objects that have a direct relationship with your object.

If you select one, you may then decide to add related objects to the report type by selecting the Add Related Object button. When you click on the dropdown in the Primary Reporting Object box within the Report Types tab, you will see all of the objects in your Vault. Report Types determine which objects and combinations of objects are available for end-users to create reports from. Vault admins have the ability to create Report Types within Admin > Configuration > Report Types. This overview will introduce you to the core capabilities of Vault Reporting and Dashboards and will provide links to helpful additional content if you would like to learn more. Vault Reporting and Dashboards allow you to track, analyze and visualize your global data.

Difference between tabular reports and matrix reports