# Manage Reports in Safety

Vault reports make it easy to track content and business processes in a Vault. The report type determines the reporting objects for the new report. For example, Product with Study means that your report looks at Product and Study records. See <a href="/en/gr/3606/">Creating Reports</a> and <a href="/en/gr/3622/">Exporting, Sharing & Copying Reports</a> for more information.

## Report Configuration Examples 

### Create a Report on Non-Serious DMEs

1. Create a report with the <a href="/en/gr/39659/">**Report Type**</a> set to **Case**.
2. Under **Filters**, add the following filter:
    1. For the field, select **Case > Watchlist Tags**.
    2. For the condition, select **contains**.
    3. For the field value, select **DME**.
3. Add the following second filter:
    1. For the field, select **Case > Serious**.
    2. For the condition, select **equals**.
    3. For the field value, select **No**.
4. (Optional) To filter, by Case state, add the following third filter:
    1. For the field, select **Case > Lifecycle State**.
    2. For the condition, select **contains**.
    3. For the field value, add each Lifecycle state to include in the report.
5. Select **Save**.
6. Select **Run**.

**Result**

The report lists any Cases that are flagged as DMEs evaluated as non-serious.

<a href="https://platform.veevavault.help/assets/images/saf-non-serious-dme-report-example.png" data-lightbox="saf-non-serious-dme-report-example.png" data-title="" data-alt="Non-Serious DME Cases Report">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-non-serious-dme-report-example.png" alt="Non-Serious DME Cases Report" style=""  />
</a>

You can schedule flash reports to receive alerts about non-serious DME cases. To schedule a flash report, expand the **All Actions** menu, and then select **Schedule Flash Report**.

See <a href="/en/gr/51842/">Flash Reports</a> for more information.

### Create a Report on Cases by Seriousness Criteria

1. Create a report with the <a href="/en/gr/39659/">**Report Type**</a>  set to **Case**.
2. Under Case, in the **Group Rows By** field, select **Case > Seriousness**.
3. Select **Save**.
4. Select **Run**.

**Result**

The report groups all Cases by their seriousness criteria.

<a href="https://platform.veevavault.help/assets/images/saf-cases-by-seriousness-report.png" data-lightbox="saf-cases-by-seriousness-report.png" data-title="" data-alt="Cases by Seriousness Assessment Report">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-cases-by-seriousness-report.png" alt="Cases by Seriousness Assessment Report" style=""  />
</a>

### Create a Report on Active Cases by Adverse Event Classification per Country

1. Create a report with the <a href="/en/gr/39659/">**Report Type**</a>  set to **Case**.
2. To limit the report to only active cases, specify the following **Filters**:
  * Case > Lifecycle State is not equal to Closed
  * Case > Lifecycle State is not equal to Duplicate
  * Case > Lifecycle State is not equal to Rejected
3. Under **Case**, in the **Group Rows By** field, select **Case > Classification**.
4. Select **Add field to group by (optional)**, and then select **Country** from the drop-down list.
5. Select **Save**.
6. Select **Run**.

**Result**

The report lists all active Cases grouped by classification.

<a href="https://platform.veevavault.help/assets/images/saf-active-cases-by-classification.png" data-lightbox="saf-active-cases-by-classification.png" data-title="" data-alt="Active Cases by Classification Report">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-active-cases-by-classification.png" alt="Active Cases by Classification Report" style=""  />
</a>

### Create a Report on Adverse Events for a Specific Product

1. Create a report with the <a href="/en/gr/39659/">**Report Type**</a> set to **Case**.
2. Under **Filters**, add the following filter:
    1. For the field, select **Case > Product**.
    2. For the condition, select **in**.
    3. For the field value, enter the product name. In the example below, the product is **Cholecap**.
3. Under **Case**, in the **Group Rows By** field, select **Case > Event (MedDRA)**.
4. Select **Save**.
5. Select **Run**.

**Result**

The report lists adverse events for the specified Product.

<a href="https://platform.veevavault.help/assets/images/saf-ae-for-cholecap-report.png" data-lightbox="saf-ae-for-cholecap-report.png" data-title="" data-alt="Adverse Events by Product Report">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-ae-for-cholecap-report.png" alt="Adverse Events by Product Report" style=""  />
</a>

### Create a Report on Expedited Cases by Age

1. Create a report with the <a href="/en/gr/39659/">**Report Type**</a>  set to **Case**.
2. (Optional) Under **Conditional Fields**, create the following conditional fields: <br><a href="https://platform.veevavault.help/assets/images/saf-conditional-fields-age.png" data-lightbox="saf-conditional-fields-age.png" data-title="" data-alt="Conditional Fields">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-conditional-fields-age.png" alt="Conditional Fields" style="max-width: 70%;"  />
</a>
3. To limit the report to only active cases, specify the following **Filters**:
  *   Case > Lifecycle State is not equal to Closed
  * Case > Lifecycle State is not equal to Duplicate
  * Case > Lifecycle State is not equal to Rejected
4. Add the following filter:
    1. For the field, select **Case > Expedited**.
    2. For the condition, select **equals**.
    3. For the field value, enter **Yes**.
5. Under **Case**, in the **Group Rows By** field, select **Age**.
6. Select **Save**.
7. Select **Run**.

**Result**

The report lists expedited Cases grouped and labeled by age.

<a href="https://platform.veevavault.help/assets/images/saf-case aging expedited report.png" data-lightbox="saf-case aging expedited report.png" data-title="" data-alt="Case Aging Expedited Report">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-case aging expedited report.png" alt="Case Aging Expedited Report" style="max-width: 70%;"  />
</a>

### Create a Report on Study Cases by Sponsor Organization

1. Create a report with the <a href="/en/gr/39659/">**Report Type**</a>  set to **Case with Study**.
2. Add the following filter:
    1. For the field, select **Study > Organization**.
    2. For the condition, select **is not blank**.
3. Under **Case**, in the **Group Rows By** field, select **Study > Organization**.
4. Select **Save**.
5. Select **Run**.

**Result**

The report lists all study Cases grouped by sponsor organization.

<a href="https://platform.veevavault.help/assets/images/saf-study-cases-by-sponsor.png" data-lightbox="saf-study-cases-by-sponsor.png" data-title="" data-alt="Study Cases by Sponsor Report">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-study-cases-by-sponsor.png" alt="Study Cases by Sponsor Report" style=""  />
</a>

## CRO Security Considerations

If you are scheduling a flash report in a Contract Research Organization (CRO) Vault, consider the following security limitations: 

* The security privileges of the user who schedules the report determines the records included in the report. If a CRO user who has access to multiple organizations schedules a flash report, sponsor users who receive the report may see other organizations in the email body.
* Report sharing settings cannot be hidden. If multiple sponsors can see the same report, they can see each sponsor the report is shared with from Sharing Settings.

In a CRO Vault, we recommend that you set up and schedule separate reports for each organization to prevent security issues. 