Learn about the different sections of Workbench Reports and how to create them.
About Workbench Reports
Workbench Reports supports ad-hoc and periodic reporting for organizations that process a large number of cases.
In a Workbench Report, you can select a safety view to predefine the available report data and specify the parameters Vault will use to generate a report. Safety views define each individual record in a report, for example, a document, a product, or a specific instance of a workflow. Safety views also determine what fields are available as filters, report columns, and more. When you create a new Workbench Report, the first step is selecting a safety view. For more information, see Configure Safety Views in Safety Workbench.
To create a Workbench Report, navigate to the Workbench > Ad-Hoc Reports tab and select Create.
Note: Depending on your Admin’s configuration, your Vault’s navigation may appear differently.
The following sections in this article describe the different sections of a Workbench Report and how to complete them.
Properties
Use the Properties section to define the name of the Workbench Report and the safety view this report will use.
Vault uses the selected safety view to structure the Workbench Report, for example, preconfigured filters and layout.
Filters
Use the Filters section to add filters for the Workbench Report to narrow the scope of your report.
For more information about Workbench Report filters and how to define them, see Use Workbench Report Filters.
Layout
Use the Layout section to specify the tabular structure of the report data. This section determines the organization of data in the supported format after report generation.
For more information about the Layout section, see Set Up the Workbench Report Layout.
Advanced Options
Use the Advanced Options section to perform the following actions:
- Download a sample template for the report to learn how to use tokens to insert report data.
- Upload an Excel template file with a customized tabular structure for the Workbench Report. This Excel template formats the specified tabular structure in the Layout section.
For more information about the Advanced Options section, see Use Custom Templates for Workbench Reports.
Last Run Report
The Last Run Report section appears after saving the report. You can download a report that was previously generated or re-run and download a newly generated report. This section does not appear when editing a report.
The following table describes the fields in this section:
| Field | Description |
|---|---|
| Date | The day and time the Workbench Report was last run. |
| User | The user who last ran the Workbench Report. |
| Last ETL Update | Data transfer from Vault Safety to Vault Safety Workbench occurs daily. This field defines the cut-off day and time for the transfer of Safety data that was reported on. As you can download a Workbench Report days or weeks after it was last run, this field indicates how recent the report's data is. |
| Download As | The specified download format. Select one (1) of the options to download the report. The supported formats include:
|
Workbench Report Actions
After setting up the Workbench Report, there are a few actions you can use to run it. For more information on the Workbench Report actions, see Run, Download & Copy Workbench Reports.