Tips & Tricks: Vault QualityDocsDashboards and Reports October 22, 2014
®2014 Veeva Systems – Company Confidential veeva.com | 2
Today’s Session
Interactive session to build reports and
dashboards in Vault QualityDocs
Overview of the capabilities of Vault
reporting & dashboarding
Hands-on practice building reports &
dashboards to answer top of mind
business questions
Preview V10 reporting features including
object reports
Ethan Smith
Market OwnerVault QualityDocs, R&D
Jeff Shuran
Senior Sales EngineerVault R&D
Vault Reporting and Dashboards Overview
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Easy and Powerful Reporting
Replace your manual
tracking reports
Enable productivity
enhancements
Enhance compliance
tracking
Ensure training record
availability for
inspections
Point-and-click report building
Available to all Full Users
Report on documents, workflows,
or Vault objects
Private reports or shared reports
Features
Benefits
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Configuration, not Customization
Considerations while you’re configuring…
What metadata do I need?
Define calculated fields for metrics
How can Vault Objects support my
reporting objectives?
Vault Reporting and Dashboard Overview
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What Is Vault Reporting?An interactive view into Vault data, making it easy to answer
important questions about your business in REAL TIME
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What Can Vault Reporting Do?
Custom Metrics
How long are my review cycles?
What are the bottlenecks in my
process?
How do I display custom formula
properties?
Historical Reports
What is the breakdown of
documents in my vault? By
department, doc type, or status?
How many documents have been
reviewed and approved?
What is the duration documents
spent in each workflow?
Forward Looking Reports
Which documents are
approaching expiration/review?
Which documents are on this
month’s meeting agenda?
What is the workload for
coordinators? For reviewers?
®2014 Veeva Systems – Company Confidential veeva.com | 9
Reporting Tips
Reporting on Objects (v10)
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
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What Are Vault Dashboards?At-a-glance visualizations of key metrics derived from Vault reports
®2014 Veeva Systems – Company Confidential veeva.com | 11
What Can Vault Dashboards Do?
Provide a graphical representation of the underlying data
Populate monthly reports or presentations to management
Charts can be downloaded as image files (.png) and included in presentations
or other materials
Vary the chart type to reflect the business metric
Chart types include: gauge, bar, column, and number charts
®2014 Veeva Systems – Company Confidential veeva.com | 12
Dashboard Component Chart Types
Gauge
Column
NumberBar
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Dashboard Tips
Use stacked bar/columns for multi-level grouping
Add target values in chart to compare to goals
Export chart images to include in PowerPoint
Coming soon:
Show trends over time
Use run-time input to create one dashboard that can be used under
different context
How This Helps Me
®2014 Veeva Systems – Company Confidential veeva.com | 15
Reports and Dashboards for Quality
Single, validated
repository for
all content
Training records
and certification
• By user
• By document
Periodic review of
controlled content
Process visibility
of tasks and
escalations
Job role training
associationsOne source
of truth
®2014 Veeva Systems – Company Confidential veeva.com | 16
Top Reports Customers Leverage
All Past Due In-Progress Read & Understood Workflows
Enterprise Wide
By Discipline
By Document (SOP)
All Effective Version of an SOP
Upcoming Periodic Review by Date (month)
Training Records
By User
By Document (SOP)
Hands-on Exercises
®2014 Veeva Systems – Company Confidential veeva.com | 18
Exercise #1 — Training
Business Case Track user training tasks on a new SOP
Track new hire training on all applicable SOPs
Exercise Steps New SOP A in “Issued” status and Jeff
assigns training tasks
Participants create report and name it <Your Name> Document Training Report
Jeff assigns training for SOPs B, C, D, E and mark some training tasks complete
Participants run their reports for SOP A - E to see updated data
Jeff creates new user account for a new hire – Nancy Newbie and assign training
Participants create report and name it <Your Name> User Training Report
Participants run the report for Nancy Newbie and see 5 SOPs
®2014 Veeva Systems – Company Confidential veeva.com | 19
Exercise #2 — Periodic Review
Business Case Provide visibility into upcoming Periodic
Review tasks and see if any are overdue
Exercise Steps Jeff makes SOPs123.A - E Effective and
assigns Next Periodic Review Date for each
Participants create report and name it <Your Name> Periodic Review by Date
Run the report and see the data for SOPs A – E
Participants build dashboard named <Your Name> Periodic Review
Include a column graph component called Upcoming Periodic Reviews by Date (month)
Include a gauge component called Overdue Periodic Reviews
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Complete the session survey with the Veeva app
Thank you
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