# Create PSUR and CIOMS II Line Listing Reports

Vault Safety provides Periodic Safety Update Report (PSUR) authoring and table generation capabilities, including CIOMS II line listings. The Vault Safety PSUR report adheres to the ICH E2C (R1) regulatory guideline.

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      <p><strong>Note</strong>: See <a href="/en/gr/01279/">Create CIOMS II Reports</a> if you need to create a standalone CIOMS II report.
The CIOMS II standalone report supports masking and can optionally include additional information beyond that required by regulations.</p>
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The following table summarizes the PSUR tabulations that Vault Safety generates:

<table>
    <thead>
        <tr>
            <th>Tabulation</th>
            <th>Generated by Default?</th>
            <th>Masking Support?</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td><a href="#cioms-ii-line-listing">CIOMS II Interval Line Listing of Adverse Drug Reactions</a></td>
            <td>Yes</td>
            <td>No</td>
        </tr>
        <tr>
            <td><a href="#summary-tabulation-serious-unlisted">Summary Tabulation of Serious Unlisted Adverse Drug Reactions</a></td>
            <td>Yes</td>
            <td>No</td>
        </tr>
        <tr>
            <td><a href="#summary-tabulation-serious-listed-and-non-serious">Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions</a></td>
            <td>Yes</td>
            <td>No</td>
        </tr>
    </tbody>
</table>

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      <p><strong>Note</strong>: An Admin can configure custom <a href="/en/gr/01178/">PSUR report templates</a> for your organization.</p>
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## Prerequisites

Consider the following prerequisites before you generate PSUR tables:

* You must be assigned permissions to view and prepare aggregate reports. Typically, these permissions are reserved for the Safety Writer and Head of Safety roles.
* An Admin must have enabled <a href="/en/gr/01423/">PSUR Tabulations and CIOMS II Line Listings</a>
* The <a href="/en/gr/01179/">Reporting Family</a> with the Products, Studies, and Substances to include in the PSUR tabulations and CIOMS II line listings.
* Depending on your Admin's configuration, Case Products with the Drug Role of Drug Not Administered may be included when generating PSUR and CIOMS II Line Listing reports. See <a href="/en/gr/01294/">Enable Extend Definition of Suspect to Drug Not Administered</a>  for more information. If your Vault is not configured to include Drug Not Administered, only Case Products with the Suspect or Interacting Drug Role are included.
* An Admin must have configured each product's <a href="/en/gr/01198/">Core Datasheet</a> with a list of expected adverse events for the reporting family product. Vault Safety uses Core Product Datasheets to classify adverse events as listed or unlisted in PSUR tabulations.
* To add a tab at the beginning of the aggregate report document detailing the criteria used to generate the report, your Admin must enable the <a href="/en/gr/01416/">Criteria Page for Aggregate reports</a>.

## <a id="create-psur"></a>Create a PSUR Aggregate Report

Create a PSUR Aggregate Report and specify the report settings.

### Add a PSUR

1. In the Vault primary navigation bar, select **Aggregate Reports > PSUR**, and then select **Create**. If you do not see PSUR as an option, an Admin must update your Vault to <a href="/en/gr/01423/">enable PSUR</a>.
2. In the **Create Aggregate Report** window, under **Select Aggregate Report Type**, select **PSUR**.
3. Complete the fields on the **Create PSUR** page.
4. Save the record.

**Result**

The PSUR record enters the Pending state. Vault assigns a task to users in the Safety Writer role to review the report details.

#### PSUR Fields

You can specify the following fields for a PSUR Aggregate Report:



<table>
       <thead>
        <tr>
            <th>Field</th>
            <th>Description</th>
        </tr>
    </thead>
            <tbody>
            
            
            
            
                <tr>
                    <td>Product Family (Required)</td>
                    <td><p>Select the Reporting Family configured for aggregate reporting.</p>
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         <strong>Note</strong>: The Reporting Family object type should be Product Family.
       </div>
     </div>
   </div>

                        
                        To learn more, see <a href="/en/gr/01179/">Configure Aggregate Reporting Families</a>.
                        </td>
                            </tr>
            
            
            
                <tr>
                    <td>Organization</td>
                    <td>Vault populates this field with the Organization on the selected Reporting Family.
                        </td>
                            </tr>
            
            
            
                <tr>
                    <td>Data Period Start (Required)</td>
                    <td><p>Enter the start date for the reporting period.</p> <p>Vault uses the Cases within the reporting period to generate the table data. Cases are included when the date corresponding to the <strong>Filter Case By</strong> setting is within the reporting period.</p> <p>Cumulative reports do not consider the start date. The data period contains all Cases up to the <strong>Data Period End Date</strong>.</p>

                        
                        To learn more, see <a href="/en/gr/01127/">How Aggregate Reports Filter by Data Period</a>.
                        </td>
                            </tr>
            
            
            
            
            
                <tr>
                    <td>Data Period End (Required)</td>
                    <td><p>Enter the end date for the reporting period.</p>

                        
                        To learn more, see <a href="/en/gr/01127/">How Aggregate Reports Filter by Data Period</a>.
                        </td>
                            </tr>
            
            
            
            
            
            
            
                <tr>
                    <td>Filter Case By</td>
                    <td><p>To customize how Vault filters Cases within the specified date range, select an option:</p> <ul>
    <li><strong>Case Receipt Date / New Info Date</strong>: The latest date when the source provided information, from the most recent available date in the <em>Receipt Date</em> and <em>New Info Date</em> fields.</li>
    <li><strong>Case Approval Date</strong>: The date when the <em>Case</em> moved into the <em>Approved</em> state. If the <em>Case</em> was revised for a non-significant follow-up, the most recent approval date is used.</li>
</ul> <p>If this field is blank, Vault uses the <em>Case Receipt Date/New Info Date</em>.</p>

                        </td>
                            </tr>
            
            
            
            
            
            
            
                <tr>
                    <td>Include Criteria Page on Documents</td>
                    <td><p>Select the checkbox to add a tab at the beginning of the aggregate report document detailing the criteria used to generate the report.</p> <p>When selected, the criteria page summarizes the following:</p> <ul>
    <li>Report Parameters (including, the Document Name and Organization)</li>
    <li>Filter Parameters (for example, the Product Family, report period start and end date, and States to Include)</li>
    <li>Output Parameters (for example, Indicate Unexpected Terms and any additional fields displayed)</li>
    <li>Legend (for example, an asterisk (*) indicates an Unexpected Event)</li>
</ul>

                        </td>
                            </tr>
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
                <tr>
                    <td>States to Include (Required)</td>
                    <td><a id="states-to-include"></a>
 <p>Select the states that Cases must be in to be included in the report.</p>
 <p>By default, only Cases in the <strong>Approved</strong>, <strong>Closed</strong>, <strong>Superseded</strong>, and <strong>Medical Review</strong> states are included. Although <strong>Superseded</strong> is not listed as an option, it is included within the <strong>Closed</strong> state. Only system-provided states in the <strong>Case Processing</strong> lifecycle are supported.</p>
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         <strong>Note</strong>: If the latest Case version within the aggregate reporting period is in the <strong>Nullified</strong> or <strong>Voided</strong> state or in a lifecycle state assigned to the <strong>Deleted</strong> state type, the Case is excluded from the aggregate report.
       </div>
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                        </td>
                            </tr>
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
            
                <tr>
                    <td>Indicate Unexpected Term</td>
                    <td><p>Select <strong>Yes</strong> to display an asterisk beside each <a href="#mark-unexpected-terms">unexpected adverse event term</a> in the CIOMS II Line Listings.</p>
                        </td>
                            </tr>
            
            
            
            
            
            
            
                <tr>
                    <td>Datasheet</td>
                    <td><p>This field works alongside the <strong>Indicate Unexpected Term</strong> setting for evaluating approved terms in product datasheets.</p> <p>You can specify the following options for PSUR reports:</p> <ul>
  <li><strong>Use Approved Version at the beginning of the reporting period</strong>: The aggregate report <strong>Start Date</strong> must be within a term's active range to be considered Expected. This option is used by default, including when this field is left blank.</li>
  <li><strong>Use Approved Version at the end of the reporting period</strong>: The aggregate report <strong>End Date</strong> must be within a term's active range to be considered Expected.</li>
</ul>

                        
                        To learn more, see <a href="/en/gr/01198/">Manage Datasheets and Auto-Expectedness</a>.
                        </td>
                            </tr>
            
            
            
            
            
            
            
            
            
            
    </tbody>
</table>

### Generate PSUR Tabulations

Review and verify the report settings. Once you have confirmed the report details are correct, use the <a href="/en/gr/01124/">Generate Aggregate Report Tabulations</a> action to generate PSUR report tables.

## <a id="mark-unexpected-terms"></a>Mark Unexpected Terms in PSUR Reports

You can set the **Indicate Unexpected Term** on a PSUR so that when the CIOMS II Line Listings are generated, Vault marks each unexpected adverse event with an asterisk (*).

To identify unexpected events, an Admin must have configured the <a href="/en/gr/01198/">Core Datasheet</a> for the products in the PSUR Reporting Family.

The Datasheet can specify the Active Date Start, and optionally an Active Date End, which indicates when a term is approved as expected for the product. If configured, The PSUR Start Date must be within a term's active range to be considered expected. For more information about how to define an active range for expectedness in aggregate reports, see <a href="/en/gr/01198/#active-range-aggregates">Manage Datasheets and Auto-Expectedness</a>.

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      <p><strong>Note</strong>: If an active start date is defined for the term on the datasheet, Vault considers the <a href="/en/gr/01198/#active-range-aggregates">Active Range for Expectedness</a>. This behavior always applies to PSUR, regardless of the Indicate Unexpected Term setting.</p>
    </div>
  </div>
</div>




## PSUR Table Generation Data Mapping

Vault Safety populates aggregate report tables using Cases within the reporting period specified on the [PSUR][1], and the reporting family members configured on the associated <a href="/en/gr/01179/">Reporting Family</a>.

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      <p><strong>Note</strong>: For blinded studies, Vault populates blinded product information as <code class="language-plaintext highlighter-rouge">Blinded</code> in the generated tables.</p>
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The following sections describe how Vault Safety generates PSUR tabulations:

* [CIOMS II Interval Line Listing of Adverse Drug Reactions][2]
* [Summary Tabulation of Serious Unlisted Adverse Drug Reactions][3]
* [Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions][4]

### <a id="cioms-ii-line-listing"></a>CIOMS II Interval Line Listing of Adverse Drug Reactions

<a href="https://platform.veevavault.help/assets/images/saf-psur-interval-line-listing-adverse-drug-reactions-2.png" data-lightbox="saf-psur-interval-line-listing-adverse-drug-reactions-2.png" data-title="" data-alt="Interval Line Listing of Adverse Drug Reactions">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-psur-interval-line-listing-adverse-drug-reactions-2.png" alt="Interval Line Listing of Adverse Drug Reactions" style=""  />
</a>

#### Table Constraints

Vault filters Cases to include in the CIOMS II Interval Line Listing of Adverse Drug Reactions using the following constraints:

##### <a id="not-supressed"></a>Case Not Suppressed

The Case <strong>Suppress Submission</strong> field must be set to <strong>No</strong> or blank (not suppressed).
<br>`case_version__v.suppress_submission__v ≠ Yes`

##### <a id="states-to-include"></a>Case Lifecycle State in Aggregate States to Include

The latest Case version within the reporting period must be in a state specified in the <a href="#states-to-include">States to Include</a> field on the PSUR.

`case_version__v.state__v CONTAINS psur__v.states_to_include__v`

Note the following considerations:

* Cases in the following states are omitted:
  * Nullified (`nullified_state__v`)
  * Voided (`voided_state__v`)
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      <p><strong>Note</strong>: You cannot select these states in the <strong>States to Include</strong> field. These states are always omitted.</p>
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* If the Case is in a Lifecycle State assigned a <a href="/en/gr/56431/#anchor">State Type</a> of "Deleted", the Case is omitted.
* When evaluating the **States to Include** field, the system evaluates Cases in the Superseded (`superseded_state__v`) state as Closed (`closed_state__v`).

##### <a id="interval-reporting-period"></a>Case Date in Interval Reporting Period


The date must be within the aggregate report interval reporting period (Data Period Start to Data Period End). <a href="/en/gr/01127/">How Aggregate Reports Filter by Data Period</a> provides more information.

<code><em>DATE</em> ≥ psur__v.data_period_start__v AND<br>
<em>DATE</em> ≤ psur__v.data_period_end__v</code>

where _DATE_ depends on the option selected in the PSUR **Filter Cases By** (`psur__v.filter_cases_by__v`) field:

* When **Approval Date**: `case_version__v.approval_date__v`
* When blank or **Receipt Date / New Info Date** (Default):
  * If the Case New Info Date (`new_info_date__v`) is blank, the Receipt Date is used: `case_version__v.receipt_date__v`
  * Otherwise, the New Info Date is used: `case_version__v.new_info_date__v`

##### <a id="suspect"></a>Suspect, Interacting, or Drug Not Administered Case Product or Substance in Reporting Family

A Case Product must meet both of the following conditions:

* The Case Product must be a member of the <a href="/en/gr/01179/">Reporting Family</a>

    `case_version__vr.case_product__v.product__v IN`
    <br>`aggregate_report_family__vr.aggregate_report_family_join__vr.products__v`

    OR
    <br>The Case Product must have a Product Substance that is a member of the <a href="/en/gr/01179/">Reporting Family</a>

    `reporting_family_v.substance__v.substance_v ≠ BLANK` 
    <br>`AND reporting_family_v.substance__v.substance_v =` 
    <br>`case_product__v.product__v.product_substance__v`

* The <strong>Drug Role</strong> field must be set to <strong>Suspect</strong> (E2B Code=1), <strong>Interacting</strong> (E2B Code=3), or <strong>Drug Not Administered</strong> (E2B Code=4)

    <code>case_product__v.drug_role__v.controlled_vocabulary__v.e2b_code__v = 1 OR 3 OR 4</code>
                
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      <p><strong>Note</strong>: To include Case Products with the Drug Role of Drug Not Administered when generating PADERS, your Admin must have <a href="/en/gr/01294/">enabled Extend Definition of Suspect to Drug Not Administered</a></p>
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  </div>
</div>




##### <a id="report-type"></a>Case Report Type, Seriousness, Expectedness, and Causality

The Case must match one of the following scenarios:

<table>
    <thead>
        <tr>
            <th>Scenario</th>
            <th>Report Type</th>
            <th>Seriousness</th>
            <th>Expectedness</th>
            <th>Causality Established</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td rowspan="2">1</td>
            <td>
                <ul>
                    <li>Spontaneous</li>
                    <li>Literature (Spontaneous)</li>
                    <li>A <a href="/en/gr/01195/#report-type">custom Report Type</a> with an E2B Code of <code>1</code></li>
                </ul>
            </td>
            <td>Serious (not blank)</td>
            <td>Any</td>
            <td>Any</td>
        </tr>
        <tr>
            <td colspan="4"><code>case_version_v.report_type__v.controlled_vocabulary__v.e2b_code__v = 1
                <br>AND case_version_v.seriousness__v ≠ blank </code></td>
        </tr>
        <tr>
            <td rowspan="2">2</td>
            <td>
                <ul>
                    <li>Spontaneous</li>
                    <li>Literature (Spontaneous)</li>
                    <li>A <a href="/en/gr/01195/#report-type">custom Report Type</a> with an E2B Code of <code>1</code></li>
                </ul>
            </td>
            <td>Blank (Non-Serious)</td>
            <td>Unexpected</td>
            <td>Any</td>
        </tr>
        <tr>
            <td colspan="4"><code>case_version_v.report_type__v.controlled_vocabulary__v.e2b_code__v = 1
                <br>AND case_version_v.seriousness__v = blank
                <br>AND case_version_v.expected__v = false</code></td>
        </tr>
        <tr>
            <td rowspan="2">3</td>
            <td>
                <ul>
                    <li>Study</li>
                    <li>Literature (Study)</li>
                    <li>A <a href="/en/gr/01195/#report-type">custom Report Type</a> with an E2B Code of <code>2</code></li>
                </ul>
            </td>
            <td>Serious (not blank)</td>
            <td>Any</td>
            <td>For any primary Case Assessment:
            <ul>
                <li>Yes</li>
                <li>Unknown</li>
                <li>Blank</li>
            </ul>
        </td>
        </tr>
        <tr>
            <td colspan="4"><code>case_version_v.report_type__v.controlled_vocabulary__v.e2b_code__v = 2
                <br>AND case_version_v.seriousness__v ≠ blank
                <br>AND case_assessment__v.case_assessment_result__v.causality_established__v = <br>Yes OR Null OR Unknown
                <br>WHERE case_assessment__v.case_product__v.primary__v = True</code></td>
        </tr>
        <tr>
            <td rowspan="2">4</td>
            <td>
                <ul>
                    <li>Other</li>
                    <li>Not Available</li>
                    <li>A <a href="/en/gr/01195/#report-type">custom Report Type</a> with an E2B Code of <code>3</code> or <code>4</code></li>
                </ul>
            </td>
            <td>Serious (not blank)</td>
            <td>Any</td>
            <td>Any</td>
        </tr>
        <tr>
            <td colspan="4"><code>case_version_v.report_type__v.controlled_vocabulary__v.e2b_code__v = 3 OR 4
                <br>AND case_version_v.seriousness__v ≠ blank</code></td>
        </tr>
        <tr>
            <td rowspan="2">5</td>
            <td>
                <ul>
                    <li>Other</li>
                    <li>Not Available</li>
                    <li>A <a href="/en/gr/01195/#report-type">custom Report Type</a> with an E2B Code of <code>3</code> or <code>4</code></li>
                </ul>
            </td>
            <td>Blank (Non-Serious)</td>
            <td>Unexpected</td>
            <td>Any</td>
        </tr>
        <tr>
            <td colspan="4"><code>case_version_v.report_type__v.controlled_vocabulary__v.e2b_code__v = 3 OR 4
                <br>AND case_version_v.seriousness__v =  blank
                <br>AND case_version_v.expected__v = false</code></td>
        </tr>
    </tbody>
</table>

#### Table Mapping

<table>
    <thead>
        <tr>
            <th>Number</th>
            <th>Name</th>
            <th>Description</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon1.png" alt="1" style="" /></td>
            <td>MAH Case Reference Number</td>
            <td>The value from the Case <strong>UID</strong> field.<br/>
                <code>case_version__v.uid__v</code></td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon2.png" alt="2" style="" /></td>
            <td>Country of Event</td>
            <td>The value from the Case <strong>Event Country</strong> field.<br/>
            <code>case_version__v.event_country__vr.name__v</code></td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon3.png" alt="3" style="" /> </td>
            <td>Source</td>
            <td>The value selected in the Case <strong>Report Type</strong> field.<br>
            <code>case_version_v.report_type__v</code></td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon4.png" alt="4" style="" /> </td>
            <td>Sex<br>Age</td>
            <td>Values from the following fields:
            <ul>
               <li>
                  <strong>Sex</strong>: Case > Patient Sex<br>
                  <code>case_version__v.gender_value__v.name__v</code>
               </li>
               <li>
                  <strong>Age</strong>: Case > Age value and unit
                  <br>Vault automatically calculates the age to the closest full number in years<br/>
                  <code>(case_version__v.age_value__v case_version__v.age_unit__v)
                     <br>OR
                     <br>(case_version__v.age_normalized_year__v case_version__v.age_unit__v)</code>
               </li>
            </ul></td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon5.png" alt="5" style="" /> </td>
            <td>Daily Dose, Route, Formation of Suspect Drug</td>
            <td>The following information is listed:
                <ul>
               <li>
                  <strong>Daily Dose</strong>: Values are mapped from the following fields:
                  <ol>
                     <li>Dose (number) and Dose (unit)<br>
                     <code>case_product__v.case_product_dosage__v.dose_number__v <br>AND dose_unit__v</code></li>
                     <li>Frequency (number) and Frequency (unit)<br>
                     <code>case_product__v.case_product_dosage__v.frequency_number__v <br>AND frequency_unit__v</code></li>
                  </ol>
               </li>
               <li><strong>Route</strong>: Patient RoA Text<br>
   <code>
case_product__v.case_product_dosage__v.patient_adminroute_text__v</code></li>
               <li><strong>Formulation of Suspect Product</strong>: Dose Form Text<br>
<code>
case_product__v.case_product_dosage__v.dose_form_text__v</code></li>
            </ul>
            <p>If there are multiple Dosages under the primary Case Product, values from each Dosage record are displayed in a line-separated list.</p>
            </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon6.png" alt="6" style="" /> </td>
            <td>Date of Onset</td>
            <td>The date entered in the <strong>Date of Onset</strong> field on the primary Case Adverse Event in the format <code>DD-MM-YYYY</code>.<br>
            <code>case_adverse_event__v.onset_date__v<br>where primary__v = Yes</code></td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon7.png" alt="7" style="" /> </td>
            <td>Time to Onset</td>
            <td>The value from the <strong>First Dose Latency</strong> on the primary Case Adverse Event.<br>
            <code>case_assessment__v.first_dose_interval_number__v <br>
            case_assessment__v.first_dose_interval_unit__v <br>
            where case_assessment_v.case_product__v.primary__v = Yes <br>
            AND case_assessment_v.case_adverse_event__v.primary__v = Yes</code></td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon8.png" alt="8" style="" /> </td>
            <td>Dates of Treatment<br>Treatment Duration</td>
             <td>Values are mapped from primary Case Product Dosages as follows:
            <ul>
               <li><strong>Dates of Treatment</strong>: First Administration to Last Administration in the format (DD-MMM-YYYY)<br/>
               <code>(case_product__v.case_product_dosage__v.firstadmin_idate__v) <br>
               to (case_product__v.case_product_dosage__v.lastadmin_idate__v)</code>
               </li>
               <li><strong>Treatment Duration</strong>: Duration (number) and Duration (unit)<br/>
               <code>(case_product__v.case_product_dosage__v.duration_number__v)<br>
               (case_product__v.case_product_dosage__v.duration_unit__v)</code>
               </li>
            </ul>
         </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon9.png" alt="9" style="" /> </td>
            <td>Description of Reaction Reported</td>
            <td>The list of adverse events, including both the reported term and MedDRA preferred term from each Case Adverse Event.
                <ul>
                    <li><strong>Reported</strong>:<br>
                    <code>case_adverse_event__vr.event_reported__v</code></li>
                    <li><strong>MedDRA</strong>: <br><code>
 case_adverse_event__vr.event_meddra__vr.pt_term__v</code></li>
                </ul>
                <p>Data from the primary Case Adverse Event is listed first, followed by other Case Adverse Events ordered by rank.</p>
                </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon10.png" alt="10" style="" /> </td>
            <td>Outcome</td>
            <td><p>The value selected in the Case Adverse Event <strong>Outcome</strong> field.</p>
            <p>If there are multiple Case Adverse Event records on a Case, Vault displays the outcome of the primary Adverse Event (normally the most serious Adverse Event on the Case).</p>
            <code>case_adverse_event__v.event_outcomes__v.name__v
            <br>where case_adverse_event__v.primary__v = Yes</code>
         </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon11.png" alt="11" style="" /> </td>
            <td>Comments</td>
         <td>
            Any text entered in the Case <strong>Reporting Summary</strong> field. You can use this field to highlight causality information.<br>
            <code>case_version__v.reporting_summary__v</code>
            </td>
        </tr>
    </tbody>
</table>

### <a id="summary-tabulation-serious-unlisted"></a>Summary Tabulation of Serious Unlisted Adverse Drug Reactions

The following image map shows how Vault Safety generates the PSUR Summary Tabulation of Serious Unlisted Adverse Drug Reactions table.

<a href="https://platform.veevavault.help/assets/images/saf-summary-tabulation-serious-unlisted-adverse-drug-reactions-2.png" data-lightbox="saf-summary-tabulation-serious-unlisted-adverse-drug-reactions-2.png" data-title="" data-alt="Number of Adverse product Reactions by Term from Postmarketing Sources Table">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-summary-tabulation-serious-unlisted-adverse-drug-reactions-2.png" alt="Number of Adverse product Reactions by Term from Postmarketing Sources Table" style=""  />
</a>

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: The table above displays the <strong>Totals</strong> when the <strong>PSUR Summary Totals and Separate Log Files</strong> feature is enabled. Contact your Admin if you want this feature configured in your Vault.</p>
    </div>
  </div>
</div>



#### Table Constraints

Vault filters Cases to include in the Summary Tabulation of Serious Unlisted Adverse Drug Reactions using the following constraints:


##### <a id="not-supressed"></a>Case Not Suppressed

The Case <strong>Suppress Submission</strong> field must be set to <strong>No</strong> or blank (not suppressed).
<br>`case_version__v.suppress_submission__v ≠ Yes`

##### <a id="suspect"></a>Suspect, Interacting, or Drug Not Administered Case Product or Substance in Reporting Family

A Case Product must meet both of the following conditions:

* The Case Product must be a member of the <a href="/en/gr/01179/">Reporting Family</a>

    `case_version__vr.case_product__v.product__v IN`
    <br>`aggregate_report_family__vr.aggregate_report_family_join__vr.products__v`

    OR
    <br>The Case Product must have a Product Substance that is a member of the <a href="/en/gr/01179/">Reporting Family</a>

    `reporting_family_v.substance__v.substance_v ≠ BLANK` 
    <br>`AND reporting_family_v.substance__v.substance_v =` 
    <br>`case_product__v.product__v.product_substance__v`

* The <strong>Drug Role</strong> field must be set to <strong>Suspect</strong> (E2B Code=1), <strong>Interacting</strong> (E2B Code=3), or <strong>Drug Not Administered</strong> (E2B Code=4)

    <code>case_product__v.drug_role__v.controlled_vocabulary__v.e2b_code__v = 1 OR 3 OR 4</code>
                
<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: To include Case Products with the Drug Role of Drug Not Administered when generating PADERS, your Admin must have <a href="/en/gr/01294/">enabled Extend Definition of Suspect to Drug Not Administered</a></p>
    </div>
  </div>
</div>




##### <a id="states-to-include"></a>Case Lifecycle State in Aggregate States to Include

The latest Case version within the reporting period must be in a state specified in the <a href="#states-to-include">States to Include</a> field on the PSUR.

`case_version__v.state__v CONTAINS psur__v.states_to_include__v`

Note the following considerations:

* Cases in the following states are omitted:
  * Nullified (`nullified_state__v`)
  * Voided (`voided_state__v`)
<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: You cannot select these states in the <strong>States to Include</strong> field. These states are always omitted.</p>
    </div>
  </div>
</div>


* If the Case is in a Lifecycle State assigned a <a href="/en/gr/56431/#anchor">State Type</a> of "Deleted", the Case is omitted.
* When evaluating the **States to Include** field, the system evaluates Cases in the Superseded (`superseded_state__v`) state as Closed (`closed_state__v`).

##### <a id="cumulative"></a>Case Date in Cumulative Reporting Period

The date must be within the aggregate report cumulative reporting period (Product IBD to Data Period End). <a href="/en/gr/01127/">How Aggregate Reports Filter by Data Period</a> provides more information.

<code><em>DATE</em> ≤ psur__v.data_period_end__v<code>

where `DATE` depends on the option selected in the PSUR **Filter Case By** (`psur__v.filter_cases_by__v`) field:

* When **Approval Date**: `case_version__v.approval_date__v`
* When blank or **Receipt Date / New Info Date** (Default):
  * If the Case New Info Date (`new_info_date__v`) is blank, the Receipt Date is used: `case_version__v.receipt_date__v`
  * Otherwise, the New Info Date is used: `case_version__v.new_info_date__v`

If there are multiple versions of the Case within the reporting period, only the most recent Case version within the reporting period is listed.

#### Table Mapping

<table>
    <thead>
        <tr>
            <th>Number</th>
            <th>Name</th>
            <th>Description</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon1.png" alt="1" style="" /></td>
            <td>Spontaneous<br>Serious - Unlisted<br>Sub-total</td>
            <td>Number of adverse events that meet the following criteria:
                <ul>
                    <li><strong>Spontaneous</strong>: Case Report Type is set to Spontaneous. This does not include Spontaneous (Literature).
        <code>
case_version__v.report_type__v.controlled_vocabulary__v.e2b_code__v = 1
                            <br>AND case_version__v.report_type__v.controlled_vocabulary__v.literature__v = (No or Blank)</code></li>
                    <li><strong>Serious</strong>: A value selected in the Case Adverse Event > Seriousness field.<br>
        <code>
case_adverse_event__v.seriousness__v ≠ EMPTY</code></li>
                    <li><strong>Unlisted</strong>: The MedDRA Preferred Term for the adverse event is not listed on the Core Datasheet for the primary Case Product within the reporting period.
                    <p>If an active start date is defined for the term on the datasheet, Vault considers the <a href="/en/gr/01198/#active-range-aggregates">Active Range for Expectedness</a>.</p>
                    <code>case_product__v.product__v.core_datasheet__v.meddra_criteria_datasheet__v
                            <br>DOES NOT CONTAIN case_adverse_event__vr.event_meddra__v</code>
                            </li>
                </ul>
            </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon2.png" alt="2" style="" /> </td>
            <td>Clinical Studies<br>Serious - Unlisted<br>Sub-total</td>
            <td>Number of adverse events that meet the following criteria:
                <ul>
                    <li><strong>Clinical Trials</strong>: <em>Case Report Type</em> is set to <em>Study</em> and the <em>Study Type</em> is set to <em>Clinical Trial</em> or is blank or does not contain a valid <em>E2B Code</em>. This does not include the <em>Literature (Study)</em> <em>Report Type</em>.<br>
        <code>
case_version__v.report_type__v.controlled_vocabulary__v.e2b_code__v = 2 (Study)
                            <br>AND case_version__v.study_product_reason__v.controlled_vocabulary__v.e2b_code__v = 1 (Clinical Trial) or Blank or Invalid
                            <br>AND case_version__v.report_type__v.controlled_vocabulary__v.literature__v = (No or Blank)</code>
                    </li>
                    <li><strong>Causality Established</strong>: The Case Assessment Result > Causality Established field is set to Yes or is blank (unknown).<br>
    <code>
case_assessment_result.causality_established = (Yes OR Blank)</code></li>
                    <li><strong>Serious</strong>: A value selected in the Case Adverse Event > Seriousness field.<br>
        <code>
case_adverse_event__v.seriousness__v ≠ EMPTY</code></li>
                    <li><strong>Unlisted</strong>: The MedDRA Preferred Term for the adverse event is not listed on the Core Datasheet for the primary Case Product within the reporting period.
                    <p>If an active start date is defined for the term on the datasheet, Vault considers the <a href="/en/gr/01198/#active-range-aggregates">Active Range for Expectedness</a>.</p>
                    <code>case_product__v.product__v.core_datasheet__v.meddra_criteria_datasheet__v
                            <br>DOES NOT CONTAIN case_adverse_event__vr.event_meddra__v</code>
                            </li>
                </ul>
            </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon3.png" alt="3" style="" /> </td>
            <td>Literature<br>Serious - Unlisted<br>Sub-total</td>
            <td>Number of adverse events that meet the following criteria:
                <ul>
                    <li><strong>Literature</strong>: Case > Report Type set to one of the following:
                        <ul class="uk-list-bullet">
                            <li>Literature (Spontaneous)</li>
                            <li>Literature (Study)</li>
                            <li>A <a href="/en/gr/01195/#report-type">custom Report Type</a> where the Literature field is set to Yes</li>
                        </ul>
                        <code>case_version_v.report_type__v.controlled_vocabulary__v.literature__v = Yes</code>
                    </li>
                    <li><strong>Causality Established</strong>: The Case Assessment Result > Causality Established field is set to Yes or is blank (unknown).
    <code>
case_assessment_result.causality_established = (Yes OR Blank)</code></li>
                    <li><strong>Serious</strong>: A value selected in the Case Adverse Event > Seriousness field.<br>
        <code>
case_adverse_event__v.seriousness__v ≠ EMPTY</code></li>
                    <li><strong>Unlisted</strong>: The MedDRA Preferred Term for the adverse event is not listed on the Core Datasheet for the primary Case Product within the reporting period.
                    <p>If an active start date is defined for the term on the datasheet, Vault considers the <a href="/en/gr/01198/#active-range-aggregates">Active Range for Expectedness</a>.</p>    <code>case_product__v.product__v.core_datasheet__v.meddra_criteria_datasheet__v<br>
                    DOES NOT CONTAIN case_adverse_event__vr.event_meddra__v</code>
                            </li>
                </ul>
            </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon4.png" alt="4" style="" /> </td>
            <td>Other Sources<br>Serious - Unlisted<br>Sub-total</td>
            <td>Number of adverse events that meet the following criteria:
                <ul>
                    <li><strong>Other Sources</strong>: When either of the following conditions are met:
                    <table>
                        <thead>
                            <tr>
                                <th>Scenario</th>
                                <th>Report Type</th>
                                <th>Study Type</th>
                            </tr>
                        </thead>
                        <tbody>
                            <tr>
                                <td rowspan="2">1</td>
                                <td><ul>
                                        <li>Other</li>
                                        <li>Not Available</li>
                                        <li>A <a href="/en/gr/01195/#report-type">custom Report Type</a> with:
                                            <ol>
                                                <li>The E2B Code field set to <code>3</code> or <code>4</code></li>
                                                <li>The Literature field set to No or Blank</li>
                                            </ol>
                                        </li>
                                    </ul>
                                </td>
                                <td>N/A</td>
                            </tr>
                            <tr>
                                <td colspan="2"><code>case_version_v.report_type__v.controlled_vocabulary__v.e2b_code__v = 3 OR 4
                                <br>AND case_version__v.report_type__v.controlled_vocabulary__v.literature__v = No or Blank</code></td>
                            </tr>
                            <tr>
                                <td rowspan="2">2</td>
                                <td><ul>
                                        <li>Study</li>
                                        <li>A <a href="/en/gr/01195/#report-type">custom Report Type</a> with:
                                            <ol>
                                                <li>The E2B Code field set to <code>2</code></li>
                                                <li>The Literature field set to No or Blank</li>
                                            </ol>
                                        </li>
                                    </ul>
                                </td>
                                <td>
                                    <ul>
                                        <li>Individual Patient Use</li>
                                        <li>Other</li>
                                        <li>A <a href="/en/gr/01195/#study-type">custom Study Type</a> with an E2B Code of <code>2</code> or <code>3</code></li>
                                    </ul>
                                </td>
                            </tr>
                            <tr>
                                <td colspan="2"><code>case_version_v.report_type__v.controlled_vocabulary__v.e2b_code__v = 2
                                <br>AND case_version__v.report_type__v.controlled_vocabulary__v.literature__v = No or Blank
                                <br>AND case_version_v.study_type__v = 2 OR 3</code></td>
                            </tr>
                        </tbody>
                    </table>
                </li>
                    <li><strong>Serious</strong>: A value selected in the Case Adverse Event > Seriousness field.
        <code><br>
case_adverse_event__v.seriousness__v ≠ EMPTY</code></li>
                    <li><strong>Unlisted</strong>: The MedDRA Preferred Term for the adverse event is not listed on the Core Datasheet for the primary Case Product within the reporting period.
                    <p>If an active start date is defined for the term on the datasheet, Vault considers the <a href="/en/gr/01198/#active-range-aggregates">Active Range for Expectedness</a>.</p>
                    <code>case_product__v.product__v.core_datasheet__v.meddra_criteria_datasheet__v
                    <br>DOES NOT CONTAIN case_adverse_event__vr.event_meddra__v</code>
                            </li>
                </ul>
            </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon5.png" alt="5" style="" /></td>
            <td>SOC</td>
            <td><p>The MedDRA System Organ Class (SOC) for the adverse event.</p>
                <p>If the MedDRA term is not coded on the Case Adverse Event, the SOC is blank.</p>
<code>
event_meddra__v.soc_term__v</code></td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon6.png" alt="6" style="" /> </td>
            <td>Preferred Term</td>
            <td>The MedDRA Preferred Term for the adverse event.<br>
            <code>case_adverse_event__v.event_meddra__v.pt_term__v</code><br>
            <div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: Contact Veeva Support to request PT Aggregation in periodic reports, which counts only unique instances of Preferred Terms (PT) in summary tabulations. Once this feature is enabled, when a Case contains multiple Case Adverse Events coded under the same MedDRA Preferred Term (PT), the report counts a single PT event instead of multiple events.</p>
    </div>
  </div>
</div>

</td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon7.png" alt="7" style="" /></td>
            <td>Listed on Core Datasheet? -<br>Event MedDRA.PT<br>Yes/No</td>
            <td><p>Whether each adverse event is listed on the Core Datasheet for the primary Case Product within the reporting period.</p>
                <p>Vault uses the MedDRA Preferred Term (PT) to determine whether an adverse event is listed.</p>
                    <p>If an active start date is defined for the term on the datasheet, Vault considers the <a href="/en/gr/01198/#active-range-aggregates">Active Range for Expectedness</a>.</p>
                    <code>Yes IF
                    <br>(case_product__v.product__v.core_datasheet__v.meddra_criteria_datasheet__v
                    <br>CONTAINS case_adverse_event__v.event_meddra__v)
                    <br>ELSE No</code>
            </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon8.png" alt="8" style="" /></td>
            <td>Total</td>
            <td>The sum of the Spontaneous, Clinical Studies, Literature, and Other Sources occurrences for each SOC and Preferred Term.</td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon9.png" alt="9" style="" /></td>
            <td>Total</td>
            <td>The total number of Serious Unlisted Adverse Drug Reaction occurrences for each of the Spontaneous, Clinical Studies, Literature, and Other Sources categories.</td>
        </tr>
    </tbody>
</table>

### <a id="summary-tabulation-serious-listed-and-non-serious"></a>Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions

The following image map shows how Vault Safety generates the PSUR Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions table.

<a href="https://platform.veevavault.help/assets/images/saf-summary-tabulation-serious-listed-non-serious-adverse-drug-reactions-2.png" data-lightbox="saf-summary-tabulation-serious-listed-non-serious-adverse-drug-reactions-2.png" data-title="" data-alt="Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions">
  <img class="docimage" src="https://platform.veevavault.help/assets/images/saf-summary-tabulation-serious-listed-non-serious-adverse-drug-reactions-2.png" alt="Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions" style=""  />
</a>

<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: The table above displays the <strong>Totals</strong> when the <strong>PSUR Summary Totals and Separate Log Files</strong> feature is enabled. Contact your Admin if you want this feature configured in your Vault.</p>
    </div>
  </div>
</div>



#### Table Constraints

Vault filters Cases to include in the Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions using the following constraints:

##### <a id="not-supressed"></a>Case Not Suppressed

The Case <strong>Suppress Submission</strong> field must be set to <strong>No</strong> or blank (not suppressed).
<br>`case_version__v.suppress_submission__v ≠ Yes`

##### <a id="suspect"></a>Suspect, Interacting, or Drug Not Administered Case Product or Substance in Reporting Family

A Case Product must meet both of the following conditions:

* The Case Product must be a member of the <a href="/en/gr/01179/">Reporting Family</a>

    `case_version__vr.case_product__v.product__v IN`
    <br>`aggregate_report_family__vr.aggregate_report_family_join__vr.products__v`

    OR
    <br>The Case Product must have a Product Substance that is a member of the <a href="/en/gr/01179/">Reporting Family</a>

    `reporting_family_v.substance__v.substance_v ≠ BLANK` 
    <br>`AND reporting_family_v.substance__v.substance_v =` 
    <br>`case_product__v.product__v.product_substance__v`

* The <strong>Drug Role</strong> field must be set to <strong>Suspect</strong> (E2B Code=1), <strong>Interacting</strong> (E2B Code=3), or <strong>Drug Not Administered</strong> (E2B Code=4)

    <code>case_product__v.drug_role__v.controlled_vocabulary__v.e2b_code__v = 1 OR 3 OR 4</code>
                
<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: To include Case Products with the Drug Role of Drug Not Administered when generating PADERS, your Admin must have <a href="/en/gr/01294/">enabled Extend Definition of Suspect to Drug Not Administered</a></p>
    </div>
  </div>
</div>




##### <a id="interval-reporting"></a>Case Date in Interval Reporting Period

The date must be within the aggregate report interval reporting period (Data Period Start to Data Period End). <a href="/en/gr/01127/">How Aggregate Reports Filter by Data Period</a> provides more information.

<code><em>DATE</em> ≥ psur__v.data_period_start__v AND<br>
<em>DATE</em> ≤ psur__v.data_period_end__v</code>

where _DATE_ depends on the option selected in the PSUR **Filter Cases By** (`psur__v.filter_cases_by__v`) field:

* When **Approval Date**: `case_version__v.approval_date__v`
* When blank or **Receipt Date / New Info Date** (Default):
  * If the Case New Info Date (`new_info_date__v`) is blank, the Receipt Date is used: `case_version__v.receipt_date__v`
  * Otherwise, the New Info Date is used: `case_version__v.new_info_date__v`

If there are multiple versions of the Case within the reporting period, only the most recent Case version within the reporting period is listed.

##### <a id="states-to-include"></a>Case Lifecycle State in Aggregate States to Include

The latest Case version within the reporting period must be in a state specified in the <a href="#states-to-include">States to Include</a> field on the PSUR.

`case_version__v.state__v CONTAINS psur__v.states_to_include__v`

Note the following considerations:

* Cases in the following states are omitted:
  * Nullified (`nullified_state__v`)
  * Voided (`voided_state__v`)
<div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: You cannot select these states in the <strong>States to Include</strong> field. These states are always omitted.</p>
    </div>
  </div>
</div>


* If the Case is in a Lifecycle State assigned a <a href="/en/gr/56431/#anchor">State Type</a> of "Deleted", the Case is omitted.
* When evaluating the **States to Include** field, the system evaluates Cases in the Superseded (`superseded_state__v`) state as Closed (`closed_state__v`).

#### Table Mapping

<table>
    <thead>
        <tr>
            <th>Number</th>
            <th>Name</th>
            <th>Description</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon1.png" alt="1" style="" /></td>
            <td>Spontaneous</td>
            <td>Adverse events with the Case Report Type set to <strong>Spontaneous</strong>.<br>
            <code>case_version__v.report_type__v.controlled_vocabulary__v.e2b_code__v = 1<br>
AND case_version__v.report_type__v.controlled_vocabulary__v.literature__v = (No or Blank)</code>
            </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon2.png" alt="2" style="" /> </td>
            <td>Clinical Studies</td>
            <td>Adverse events with the <em>Case Report Type</em> set to <em>Study</em> and the <em>Study Type</em> is set to <em>Clinical Trial</em> or is blank or does not contain a valid <em>E2B Code</em>. This does not include the <em>Literature (Study)</em> <em>Report Type</em>.<br>
            <code>case_version__v.report_type__v.controlled_vocabulary__v.e2b_code__v = 2 (Study)
                <br>AND case_version__v.study_product_reason__v.controlled_vocabulary__v.e2b_code__v = 1 (Clinical Trial) or Blank or Invalid
                <br>AND case_version__v.report_type__v.controlled_vocabulary__v.literature__v = (No or Blank)</code>
            </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon3.png" alt="3" style="" /> </td>
            <td>Literature</td>
            <td>Number of adverse events with the Case Report Type set to one of the following:
                <ul>
                    <li>Literature (Spontaneous)</li>
                    <li>Literature (Study)</li>
                    <li>A <a href="/en/gr/01195/#report-type">custom Report Type</a> where the Literature field is set to Yes<br>
                    <code>case_version_v.report_type__v.controlled_vocabulary__v.literature__v = Yes</code></li>
                </ul>
            </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon4.png" alt="4" style="" /> </td>
            <td>Other</td>
            <td>An adverse event is counted when either of the following conditions are met:
                    <table>
                        <thead>
                            <tr>
                                <th>Scenario</th>
                                <th>Report Type</th>
                                <th>Study Type</th>
                            </tr>
                        </thead>
                        <tbody>
                            <tr>
                                <td rowspan="2">1</td>
                                <td><ul>
                                        <li>Other</li>
                                        <li>Not Available</li>
                                        <li>A <a href="/en/gr/01195/#report-type">custom Report Type</a> with:
                                            <ol>
                                                <li>The E2B Code field set to <code>3</code> or <code>4</code></li>
                                                <li>The Literature field set to No or Blank</li>
                                            </ol>
                                        </li>
                                    </ul>
                                </td>
                                <td>N/A</td>
                            </tr>
                            <tr>
                                <td colspan="2"><code>case_version_v.report_type__v.controlled_vocabulary__v.e2b_code__v = 3 OR 4
                                <br>AND case_version__v.report_type__v.controlled_vocabulary__v.literature__v = No or Blank</code></td>
                            </tr>
                            <tr>
                                <td rowspan="2">2</td>
                                <td><ul>
                                        <li>Study</li>
                                        <li>A <a href="/en/gr/01195/#report-type">custom Report Type</a> with:
                                            <ol>
                                                <li>The E2B Code field set to <code>2</code></li>
                                                <li>The Literature field set to No or Blank</li>
                                            </ol>
                                        </li>
                                    </ul>
                                </td>
                                <td>
                                    <ul>
                                        <li>Individual Patient Use</li>
                                        <li>Other</li>
                                        <li>A <a href="/en/gr/01195/#study-type">custom Study Type</a> with an E2B Code of <code>2</code> or <code>3</code></li>
                                    </ul>
                                </td>
                            </tr>
                            <tr>
                                <td colspan="2"><code>case_version_v.report_type__v.controlled_vocabulary__v.e2b_code__v = 2
                                <br>AND case_version__v.report_type__v.controlled_vocabulary__v.literature__v = No or Blank
                                <br>AND case_version_v.study_type__v = 2 OR 3</code></td>
                            </tr>
                        </tbody>
                    </table>
            </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon5.png" alt="5" style="" /></td>
            <td>SOC</td>
            <td><p>The MedDRA System Organ Class (SOC) for the adverse event.</p>
                <p>If the MedDRA term is not coded on the Case Adverse Event, the SOC is blank.</p>
                <code>event_meddra__v.soc_term__v</code></td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon6.png" alt="6" style="" /> </td>
            <td>Preferred Term</td>
            <td>The MedDRA Preferred Term for the adverse event.<br>
            <code>case_adverse_event__v.event_meddra__v.pt_term__v</code>
            <div class="note-border alert-info">
  <div class="alert alert-info" role="alert">
    <div><i class="far fa-info-circle"></i></div>
    <div class="alert-text">
      <p><strong>Note</strong>: Contact Veeva Support to request PT Aggregation in periodic reports, which counts only unique instances of Preferred Terms (PT) in summary tabulations. Once this feature is enabled, when a Case contains multiple Case Adverse Events coded under the same MedDRA Preferred Term (PT), the report counts a single PT event instead of multiple events.</p>
    </div>
  </div>
</div>

</td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon7.png" alt="7" style="" /> </td>
            <td>Listed on Core Datasheet? -<br>Event MedDRA.PT<br>Yes/No</td>
            <td><p>Whether each adverse event is listed on the Core Datasheet for the primary Case Product.</p>
                <p>Vault uses the MedDRA Preferred Term (PT) to determine whether an adverse event is listed.</p>
                <p>If an active start date is defined for the term on the datasheet, Vault considers the <a href="/en/gr/01198/#active-range-aggregates">Active Range for Expectedness</a>.</p>
                <code>Yes IF
                <br>(case_product__v.product__v.core_datasheet__v.meddra_criteria_datasheet__v
                <br>CONTAINS case_adverse_event__v.event_meddra__v)
                <br>ELSE No</code>
            </td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon8.png" alt="8" style="" /></td>
            <td>Serious - listed<br>Sub-total</td>
            <td>Number of adverse events that meet the following criteria:
                <ul>
                    <li><strong>Serious</strong>: A value is selected in the Case Adverse Event > Seriousness field.<br>
        <code>
case_adverse_event__v.seriousness__v ≠ EMPTY</code></li>
                    <li><strong>Listed</strong>: The adverse event is listed on the Core Datasheet for the primary Case Product.
                    <p>If an active start date is defined for the term on the datasheet, Vault considers the <a href="/en/gr/01198/#active-range-aggregates">Active Range for Expectedness</a>.</p>
    <code>
Yes IF
                        <br>(case_product__v.product__v.core_datasheet__v.meddra_criteria_datasheet__v
                        <br>CONTAINS case_adverse_event__v.event_meddra__v)
                        <br>ELSE No</code></li>
                </ul></td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon9.png" alt="9" style="" /></td>
            <td>Non-Serious</td>
            <td>Number of adverse events that do not have a value selected in the Case Adverse Event > Seriousness field.<br>
            <code>case_adverse_event__v.seriousness__v = EMPTY</code></td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon10.png" alt="10" style="" /></td>
            <td>Total</td>
            <td>The sum of the Spontaneous, Clinical Studies, Literature, and Other Sources occurrences (both Serious - listed and Non-Serious) for each SOC and Preferred Term.</td>
        </tr>
        <tr>
            <td style="text-align: center"><img class="inline" src="https://platform.veevavault.help/assets/images/saf-icon11.png" alt="11" style="" /></td>
            <td>Total</td>
            <td>
                <p>For each of the Spontaneous, Clinical Studies, Literature, and Other Sources categories:</p>
                <ul>
                    <li>The total number of Serious - listed Adverse Drug Reaction occurrences</li>
                    <li>The total number of Non-Serious Adverse Drug Reaction occurrences </li>
                </ul>
            </td>
        </tr>
    </tbody>
</table>

With the **PSUR Summary Totals and Separate Log Files** feature enabled in your Vault, a separate log file lists the Cases included in the Summary Tabulation of Serious Unlisted Adverse Drug Reactions and Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions. The log file uses the **Aggregate Reports > Summary Tabulation > Log** document type.

Without the **PSUR Summary Totals and Separate Log Files** feature enabled in your Vault, the Cases included in the Summary Tabulation of Serious Unlisted Adverse Drug Reactions and Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions are listed in a separate table as part of the report.

[1]: #create-psur
[2]: #cioms-ii-line-listing
[3]: #summary-tabulation-serious-unlisted
[4]: #summary-tabulation-serious-listed-and-non-serious