tips & tricks: vault submissions dashboards and reports · ®2014 veeva systems –company...

Tips & Tricks: Vault SubmissionsDashboards and Reports

John Lawrie – Director, Product Strategy

Ann-Marie Gardner – Senior Sales Engineer

October 22, 2014

®2014 Veeva Systems – Company Confidential veeva.com | 2

Agenda

Reporting and Dashboards Overview

Hands-on Exercises

Additional Examples (including Object Reports)


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


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


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?


What Is Vault Reporting?An interactive view into Vault data, making it easy to answer

important questions about your business in REAL TIME


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?


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


What Are Vault Dashboards?At-a-glance visualizations of key metrics derived from Vault reports


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


Dashboard Component Chart Types

Gauge

Column

NumberBar

Pie


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


Reports and Dashboards for Submissions

Program StatusDocument Status

• By Type

• By Module

Overdue Workflows

and Documents

Process Metrics Duration and

DelaysCycle Counts


Top Reports Customers Leverage

Application Chronology

Submission Status

Submission Status by Module

Overdue Approval Tasks

Hands-on Exercises


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!


System Log-in


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


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


Dashboard Component Chart Types

Gauge Column

Number

Bar Pie


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


Food for Thought…

Application Chronology

Correspondence and submissions

Application and Submissions

Drug Product Documentation

Thank YouAnn-Marie Gardner

[email protected]

John Lawrie

[email protected]