Tips & Tricks: Vault SubmissionsDashboards and Reports
John Lawrie – Director, Product Strategy
Ann-Marie Gardner – Senior Sales Engineer
October 22, 2014
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Agenda
Reporting and Dashboards Overview
Hands-on Exercises
Additional Examples (including Object Reports)
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Today’s Session
Interactive session to build reports and dashboards for
Vault Submissions
Explore the capabilities of Vault reporting
Learn how to get questions answered quickly with
ad-hoc reports
Tips and tricks to extract business insights from
your data
Vault Reporting and Dashboards Overview
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Easy and Powerful Reporting
Replace your tracking
sheets
Enable productivity
enhancements
Enhance compliance
tracking
Share your progress
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?
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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
product, application, 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?
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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
Power Reporting Tips
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What Are Vault Dashboards?At-a-glance visualizations of key metrics derived from Vault reports
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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
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Dashboard Component Chart Types
Gauge
Column
NumberBar
Pie
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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
Dashboard Tips
How This Helps Me
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Reports and Dashboards for Submissions
Program StatusDocument Status
• By Type
• By Module
Overdue Workflows
and Documents
Process Metrics Duration and
DelaysCycle Counts
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Top Reports Customers Leverage
Application Chronology
Submission Status
Submission Status by Module
Overdue Approval Tasks
Hands-on Exercises
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Exercises Overview
Document Status Report
Create from scratch
Filters and columns
Workflow Status Report
Make a copy
Program Dashboard
Pie chart
Gauge
Go ahead and explore!
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System Log-in
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Document Status Report
1. Go to REPORTS
2. Select Create
3. Select Report Type of Document and click Continue
4. Set filter to Product equals VeevaProm XR
5. Group on Type
6. Second level group on Document Status
7. Use Edit Columns to set columns
8. Save and Run
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Workflow Task Report
1. Select Overdue Approval Tasks from the list of reports
2. Using the action wheel, select Make a Copy
3. Save as Overdue Review Tasks
4. Edit Task Name from Approve to
Review and provide annotations (choose lower case)
5. Save and Run
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Dashboard Component Chart Types
Gauge Column
Number
Bar Pie
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Dashboard Components
1. Create a new Dashboard
2. Add Component
a. Chart Type = Column
b. Report = Your document status report
c. X-axis = Type
d. Y-axis = Document Status
3. Add component
a. Chart Type = Gauge
b. Report = Overdue Review Tasks
4. Save and Run
Additional Examples
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Food for Thought…
Application Chronology
Correspondence and submissions
Application and Submissions
Drug Product Documentation