Power BI Connector for Vault CRM

Build 25.0.9454

HTMLReports

Stores metadata for HTML-based reports generated within Vault, including report structure, layout templates, embedded parameters, and linkage to reporting modules or dashboards.

Columns

Name Type ReadOnly Description
ID [KEY] String True

Unique identifier for the HTML report record within the system.

HTML Report Type String True

Specifies the object type classification for the HTML report, mapped from the Vault object_type__v field.

Global ID String True

System-generated globally unique identifier used for cross-environment consistency and integrations.

Link String False

Direct system-generated URL link that points to the HTML report within Vault.

Report Name String False

The human-readable name or title of the HTML report, typically used in the user interface.

Status String False

The current lifecycle state of the HTML report, such as Active, Inactive, or Draft, sourced from the status__v field.

Created By String True

The user who initially created the HTML report record, identified by their Vault user ID.

Created Date Datetime True

Timestamp indicating when the HTML report record was originally created.

Last Modified By String True

The Vault user ID of the individual who most recently updated the HTML report.

Last Modified Date Datetime True

Timestamp indicating the most recent update to the HTML report record.

Description String False

Optional free-text field used to provide a detailed explanation or summary of the HTML report's purpose or contents.

External ID String False

Custom external identifier used to map the report to an external system or process.

Status Details String False

Supplementary status information that can explain why a report is in a given publish state.

Platform String False

Target platform on which the HTML report is designed to operate, such as Web or Mobile.

Published Date Datetime False

Timestamp representing when the HTML report was officially published through the Vault publishing process.

Enforce Report Review Before Submit Bool False

Boolean flag that determines whether the HTML report must be reviewed before submission can proceed.

Sharing Group String False

Identifier for the user group with which the HTML report is shared, governing access permissions.

HTML Report Status String False

System-calculated status of the HTML report's publishing or generation process.

Studio Id String False

Reference to the originating Studio workspace ID used during HTML report creation or editing.

Studio Version Decimal False

Numeric value indicating the version of the Studio environment used to generate the report.

Visibility Criteria String False

Conditions or rules that control the visibility of the HTML report to different user roles or contexts.

Owner String False

Vault user ID or group responsible for the HTML report's ownership and administrative control.

Legacy CRM Id String False

Historical Customer Relationship Management (CRM) system identifier that can have been used before migration to Vault.

Content Target Platform String False

Specifies the destination system or platform where the HTML content is intended to be deployed, such as Salesforce, iPad, or Web.

Profile String False

Profile associated with the HTML report, often used for content configuration or audience targeting.

Object Type String False

Indicates the record type of the object the report is related to, based on Vault record type settings.

Application Profile String False

Defines the application-level configuration profile used during report rendering or publishing.

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Build 25.0.9454