Learn how to generate Workbench Reports from a Workbench Report Set.
Note: Depending on your Admin’s configuration, object, field, and section labels, lifecycle states, and workflows may differ from the general information on this page. Refer to your organization’s business processes for guidance.
About Generating and Running Reports from Workbench Report Sets
After completing the sections on a Workbench Report Set, you can generate and run multiple Workbench Reports at once.
Generate Reports
The Generate Reports action creates Workbench Reports using the parameters specified by the Workbench Report Definitions and Workbench Report Set filters. Any Workbench Reports you generate in the Workbench Report Set are available only on the Workbench Report Set and cannot be accessed in the Workbench > Ad Hoc Reports tab.
Note: You can trigger this action only once, and after Vault generates reports for the report set, you can no longer add or modify definitions.
To trigger this action, from the All Actions menu of the Workbench Report Set, select Generate Reports. If you do not see this action, ensure there is at least one (1) Workbench Report Definition.
After you trigger the action, Vault does the following:
- Moves the Workbench Report Set to the Pending state.
- For each Workbench Report Definition in the set, Vault creates a Workbench Report, applies the report set’s filters, and copies the definition’s properties, layout, and advanced options to the reports. You can access the reports in the Reports section of the Workbench Report Set.
- Sets the generated Workbench Reports to the Pending state.
If you add filters or modify existing filters on the Workbench Report Set after running the action, Vault does not apply these updates to the already generated Workbench Reports. To further modify the reports, you must edit them directly or run all reports. See Manage Workbench Reports to learn more about editing the Properties, Filters, and Layout sections.
Run all Reports
After reviewing each individual Workbench Report, you can either run the reports separately or simultaneously from the Workbench Report Set. To run all the reports at once, from the All Actions menu of the Workbench Report Set, select Run all Reports. Vault executes this action asynchronously in the background.
After you trigger the action, Vault does the following:
- Ensures every report includes only the filters specified in the report set. If filters were added or edited on a report directly, the Run all Reports action removes those filters and ensures all reports are using the report set’s filters.
- Sends you a notification and an email with a link to the Workbench Report Set once the action is complete. The notification and email also list any reports that failed to run.
- Moves the Workbench Reports to the In Progress state.
Download Workbench Reports
To download all Workbench Reports from the Workbench Report Set, select one (1) of the following actions from the All Actions menu:
- Download All as CSV
- Download All as Excel
When the action is complete, Vault sends you a notification and an email with a link to download the reports in ZIP format.