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Cooking with Vault Part 2: Reports, Dashboards, Custom Actions October, 2014
Cooking with Vault Part 2: Reports, Dashboards, Custom ActionsOctober, 2014
®2014 Veeva Systems – Company Confidential veeva.com | 2
Introduction and Recap of Part I
Adding the Trimmings (Reports and Dashboards)
The Extras (Custom Defined Actions)
Agenda
Introduction andRecap of Part I
®2014 Veeva Systems – Company Confidential veeva.com | 4
Who We Are
Eric Makovsky
Director, Sales Engineering
George Lee
Senior Product Manager
®2014 Veeva Systems – Company Confidential veeva.com | 5
Welcome to our Show
Interactive session to build a platform application
Examine the major parts of an application configuration
Learn the latest and greatest vault
configuration features
Tips and tricks to a better,
faster configuration
®2014 Veeva Systems – Company Confidential veeva.com | 6
Recap of Part I
Mixing the Batter
(Data and Content Definition)
Pouring the Mold
(Lifecycles and Workflows)
Adding the Trimmings (Reports and Dashboards)
®2014 Veeva Systems – Company Confidential veeva.com | 8
Adding the Trimmings
1 Report to track label artwork
1 Report to track distribution
Tie the reports to a dashboard
®2014 Veeva Systems – Company Confidential veeva.com | 9
Process Analysis
How long does it take for a label to go through review and
approval? How many cycles?
Where did approved labels get distributed to? Which sites will
need updates?
Another key business question.
®2014 Veeva Systems – Company Confidential veeva.com | 10
Metrics and Status
What is the status of labels at a packaging site?
How long for review and approval? How many cycles?
Where did approved labels get distributed to?
Gain insights,
take actions
Analyze with
metrics and status
Questions about
process and status
®2014 Veeva Systems – Company Confidential veeva.com | 11
Vault Reports
An interactive view into Vault data
Report data can include
Document metadata
Workflow
Read and understood
Object
Point and click UI to build reports
Tabular
Matrix
Prompt Based
®2014 Veeva Systems – Company Confidential veeva.com | 12
Reporting Tips
Reporting on Objects
Use relationships between documents and objects
Use relationships between objects
Grouping and summary calculations
Formula Properties
Find out how long it took for a doc field to go from one value to another
Find out how many times a doc field was in a particular value
Use Run-Time Inputs
Build a report, get results under different context
Coming Soon:
®2014 Veeva Systems – Company Confidential veeva.com | 13
Vault Dashboards
An visual representation of report results
Dashboard widgets:
Bar charts
Pie charts
Gauge
Number
Point and click UI to build dashboards
Prompt based
Layout
®2014 Veeva Systems – Company Confidential veeva.com | 14
Dashboard Tips
Use stacked bar/columns for multi-level grouping
Add target values in chart to compare to goals
Use run-time input to create one dashboard that can be used
under different context
Export chart images to include in PowerPoint
Coming soon: Showing trends over time
The Extras (Custom Actions)
®2014 Veeva Systems – Company Confidential veeva.com | 16
1 new custom action
One-click report
1 action to invoke script
Create cover page
The Extras
®2014 Veeva Systems – Company Confidential veeva.com | 17
Custom Actions
Extend Vault functionality
Define new action
End point URL
Tie to a menu action
Leverage Vault API
Finished Product
®2014 Veeva Systems – Company Confidential veeva.com | 19
Complete the session survey with the Veeva app
Thank you
Search “Veeva” in app store
Password: rdsummit
