Configure Workbench Report Sets

Workbench Report Sets allow you to generate, run, and download multiple Workbench Reports that have a common purpose from a single record. You can create reusable Workbench Report Sets by:

  • Creating Workbench Report Set Definitions: To group Workbench Report Definitions so that they can be reused together for report generation, and to provide report parameters from a Principal View. From this record, users can generate Workbench Report Sets and its respective child reports.
  • Creating Workbench Report Definitions: To provide the layout and other parameters (for example, Workbench View and Document Sensitivity) for a Workbench Report.

The following example is a use case for configuring reusable Workbench Report Sets: PADER aggregate reports require the same set of report definitions for each generation, therefore, you can create a Workbench Report Set Definition and add the Workbench Report Definitions required in PADER generation. Users can generate a report set from this Workbench Report Set Definition to efficiently produce the PADERs and then run these reports at an interval depending on their business needs.

Prerequisite

You must enable reusable Workbench Report Sets.

Create Workbench Report Set Definitions

To create Workbench Report Set Definitions: 

  1. Navigate to Business Admin > Objects > Workbench Report Set Definitions.
  2. Select Create.
  3. On the Create Workbench Report Set Definition page, complete the following information: 
    • Name: Enter a Name for the Workbench Report Set Definition.
    • API Name: Enter an API Name ending in __c.
    • Description: Enter a Description for the Workbench Report Set Definition.
  4. Select Save.

Add Workbench Report Definitions

To add Workbench Report Definitions to the Workbench Report Set Definition:

  1. In the Workbench Report Set Definition, expand the Workbench Report Definitions section. 
  2. Select Add.
  3. In the Search: Workbench Report Definition dialog, select definitions from the list or use the search bar and filters to refine your search.
  4. To create a new report definition, select Create. 
  5. On the Create Workbench Report Definition page, complete the applicable fields and select Save.
  6. Select OK.
  7. Set up the Layout section. Workbench Report Definitions can reference up to five Dynamic Views in the Layout.
  8. Select Save.

You can add up to 50 Workbench Report Definitions on a Workbench Report Set Definition. If you copy a Workbench Report Set Definition, the new record will include the same Workbench Report Definitions as the original record. Additionally, if you delete a Workbench Report Set Definition, Vault does not delete the associated Workbench Report Definitions.

Workbench Report Definition Fields

The following fields may be available:

Field Description
Name Enter a Name for the Workbench Report Definition.
API Name Enter an API Name ending in __c.
Workbench View Select a value from the drop-down or use the Advanced Search (binoculars) icon to use filters and refine your search.
Report Category Select a value from the drop-down. Vault selects Ad Hoc by default. For more information on Report Categories, see Manage Workbench Reports.
Report Subcategory Select a value from the drop-down.
Document Sensitivity Select a value from the drop-down. For more information about Document Sensitivity values, see Manage Workbench Reports. When you generate reports from an associated report set, the report inherits this value.
Excel Template Upload an Excel template by dragging and dropping the file from your local folder to this field or by selecting the Upload (Upload Icon) icon. As best practice, run a Workbench Report with this template to test before uploading it to a Workbench Report Definition.
Timezone Select a value from the drop-down.