Note: Depending on your Admin’s configuration, your Vault’s object, field, and section labels, lifecycle states, and workflows may differ from the general information in all articles. Refer to your organization’s business processes for guidance.
) icon to use filters and refine your search.
* **Report Category**: Select a value from the drop-down. Vault selects _Ad Hoc_ by default.
* **Report Subcategory**: Select a value from the drop-down.
* **Document Sensitivity**: Select a value from the drop-down. When you generate reports from this report definition, the report inherits this value.
* **API Name**: Enter an **API Name** ending in `__c`.
* Set up the _Layout_ section.
* In the _Advanced Options_ section, select a **Timezone** from the drop-down.
4. Select **Save**.
## Generate Reports from Report Definitions
You can generate reports directly from a _Workbench Report Definition_ or a _Workbench Report Definition_ associated with a _Workbench Report Set_.
### Generate Reports Directly from Report Definitions
To generate reports from a _Workbench Report Definition_ that is not associated with a _Workbench Report Set_:
1. Navigate to **Workbench > Report Definitions**.
2. From the **All Actions** menu of a _Workbench Report Definition_, select **Generate Report**.
### Generate Reports from Report Set Definitions on Workbench Report Sets
See Configure Workbench Report Sets for instructions on adding _Workbench Report Definitions_.
To generate reports from a _Workbench Report Definition_ on a _Workbench Report Set_:
1. Navigate to **Workbench > Report Sets > [Workbench Report Set]**.
2. Expand the **Reports to Generate** section.
3. From the **All Actions** menu of a _Workbench Report Definition_, select **Generate Report**.
### After Generating Reports from Report Definitions
When creating reports directly from a _Workbench Report Definition_ or from a _Workbench Report Definition_ on a _Workbench Report Set_, Vault executes this action asynchronously in the background.
After you trigger the _Generate Report_ action, Vault does the following:
* Creates a _Workbench Report_ with the following parameters:
* Names the report using the _Workbench Report Definition_ name and a timestamp. If multiple users concurrently trigger this action on the same report definition, Vault creates different reports and notifies the respective users. If your Admin configured _Workbench Reports_ to require unique name values, in the scenario where multiple users attempt to generate a report from the same report definition in the same millisecond, this action would result in an error.
* Includes the associated _Workbench View_ filters.
* Copies the report definition's properties, layout, and advanced options.
* Sets the generated _Workbench Report_ to the _Pending_ state.
* Sends a Vault notification to the user who generated the report indicating successful or failed report generation.
## Run Reports Created from Report Definitions
To run the _Workbench Report_ created from the _Workbench Report Definition_:
1. Navigate to **Workbench > Ad Hoc Reports > [Ad Hoc Report]**.
2. Review the report. If the _Workbench View_ associated with the report definition contains required filters, you must enter these values before running the report.
3. See Run, Download & Copy Workbench Reports on how to run and download the report.