Learn how to update your Vault’s configuration to enable XLSX Aggregate Report Templates.

About the Feature

Aggregate report .xlsx tabulation templates were added in Vault Safety 20R2.

This new tabulation template format allows Admins to configure Vault Merge Field tokens to display additional aggregate details (product family, date, etc.) on the generated Aggregate Line Listings and Cumulative reports. In addition, the updated templates remove the Veeva logo.

When templates are updated, an Admin must replace the existing aggregate report tabulation templates to enable the new templates.

Replace Tabulation Templates

  1. In Admin, go to Business Admin > Documents and Binders.
  2. Open each of the Document Types under Template > Aggregate Summary Tabulations, and replace the template files with the new .xlsx templates. The following section provides the links to download the new standard .xlsx templates.

Result

The tabulation templates are updated and future aggregate reports use them.

Standard Table Templates

You can manage aggregate report templates in Business Admin > Documents & Binders under Base Document > Template > Aggregate Summary Tabulation.

The following table provides links to download the current Vault Safety aggregate and periodic report table .xlsx templates:

Report Type Report Tabulation Name and Location Latest Version Previous Version
CIOMS II

Name: CIOMS II Line Listing (cioms_ii_line_listing__c)

Location: Template > Aggregate Summary Tabulation > CIOMS II Line Listing

22R2
DSUR (Appendix)

Name: Cumulative Tabulation of Serious Adverse Reactions from Clinical Trials (cumulative_sar_trials__c)

Location: Template > Aggregate Summary Tabulation > Cumulative Tabulation of Serious Adverse Reactions from Clinical Trial

Learn More: Upload Template: Appendix Cumulative Tabulation of SARs

23R3
DSUR (Appendix)

Name: List of Subjects Who Died During the Reporting Period (list_of_subjects_died_trials__c)

Location: Template > Aggregate Summary Tabulation > List of Subjects Who Died During Reporting Period

Learn More: Upload Template: Appendix List of Subjects Who Died During the Reporting Period

20R2
DSUR, PBRER

Name: Cumulative Tabulation of Serious Adverse Events from Clinical Trials (cumulative_sae_trials_template__c)

Location: Template > Aggregate Summary Tabulation > Cumulative Tabulation of Serious Adverse Events from Clinical Trials

23R3
DSUR, PBRER

Name: Interval Line Listings of SARs (interval_line_listings_template__c)

Location: Template > Aggregate Summary Tabulation > Interval Line Listings of Serious Adverse Reactions

20R2
PBRER

Name: Summary ADR from Postmarketing Sources (summary_adr_postmarket_template__c)

Location: Template > Aggregate Summary Tabulation > Summary ADR from Postmarketing Sources

23R3
PADER

Name: 15 Day and Non-15 Day Summary Reports (pader_summary_15_non_15_day_template__c)

Location: Template > Aggregate Summary Tabulation > 15 Day and Non-15 Day Summary Reports

Learn More: Replace PADER 15 Day and Non-15 Day Reports Template

23R1 21R1
PADER

Name: PADER Interval Line Listings Template (pader_interval_line_listings_template__c)

Location: Template > Aggregate Summary Tabulation > Interval Line Listings of Serious Adverse Reactions

Learn More: Replace PADER Interval Line Listings Template

23R1 20R2
PADER

Name: PADER Summary of ADR Tabulation Post market (pader_summary_adr_postmarket_template__c)

Location: Template > Aggregate Summary Tabulation > Summary ADR from Postmarketing Sources

Learn More: Replace PADER Summary Tabulation of ADRs from Postmarket Template

23R1 21R1
PADER (Appendix)

Name: List of Death Cases (Postmarketing) (list_of_death_cases__c)

Location: Template > Aggregate Summary Tabulation > List of Death Cases

Learn More: Upload Template: Appendix List of Death Cases

21R1
PADER (Appendix)

Name: Non-Primary Suspect Product Report (nonprimary_suspect_product_report__c)

Location: Template > Aggregate Summary Tabulation > Non-Primary Suspect Product Report

Learn More: Replace Appendix: Non-Primary Suspect Product Report

23R1 21R1
PMDA Post-Market

Name: J-NUPR Non-Serious Unlisted Periodic Report (jnupr_nonserious_unlisted_periodic_rep__c)

Location: Template > Aggregate Summary Tabulation > J-NUPR Non-Serious Unlisted Periodic Report

Learn More: Upload Template: J-NUPR Non-Serious Unlisted Periodic Report

24R1
PMDA Post-Market

Name: J-PSR Line Listing of Adverse Events (jpsr_line_listing_of_adverse_events__c)

Location: Template > Aggregate Summary Tabulation > J-PSR Line Listing of Adverse Events

Learn More: Upload Template: J-PSR Line Listing of Adverse Events

24R2
PMDA Post-Market

Name: J-PSR Tabulation of Adverse Events (jpsr_tabulation_of_adverse_events__c)

Location: Template > Aggregate Summary Tabulation > J-PSR Tabulation of Adverse Events

Learn More: Upload Template: J-PSR Tabulation of Adverse Events

24R2
PSUR

Name: CIOMS II Line Listing Template for PSUR Reports (psur_ciomsii_line_listings__c)

Location: Template > Aggregate Summary Tabulation > Interval Line Listings of Serious Adverse Reactions

Learn More: Upload the CIOMS II Line Listing Template

21R1
PSUR

Name: PSUR - Cumulative Summary of Tabulations of Adverse Events Template (psur_summary_tabulations_of_ae__c)

Location: Template > Aggregate Summary Tabulation > PSUR - Cumulative Summary of Tabulations of Adverse Events

Learn More: Upload Template: PSUR - Cumulative Summary of Tabulations of Adverse Events

This template generates both of the following tabulations, separated by tabs in the Excel document:

  • Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions
  • Summary Tabulation of Serious Unlisted Adverse Drug Reactions
23R3

See Configure Aggregate Report Templates to learn more about managing aggregate report templates.

Add Merge Fields Shared Document Field

With .xlsx templates, you can add custom tokens to reports to pull data from the Aggregate Report object. In any document for which you want to generate merge field tokens, the Merge Fields shared document field must be associated with the document type. Configuring Merge Fields for Microsoft Word & Excel provides more information on enabling merge fields.