Learn how to set up aggregate reports and generate report tables.
Note: Depending on your Admin’s configuration, object, field, and section labels, lifecycle states, and workflows may differ from the general information on this page. Refer to your organization’s business processes for guidance.
Trigger Table Generation
Once the Aggregate Report (DSUR, PSUR, PBRER, or PADER) has been created, trigger table generation through the Generate Aggregate Report Tabulations action. This action may be available as a user action from the All Actions menu on the Aggregate Report, or may be initiated automatically as part of the Aggregate Report workflow.
The table generation process duration depends on the size of the Vault and the number of Cases. Once table generation is complete, the user who initiated the report generation is notified with an email and Vault notification.
In the standard Vault Safety template, table generation occurs after you complete the Review Report Record task. Once complete, the Aggregate Report record enters the Authorship stage and the system starts generating the tables.
Note: This page describes the Review Report Record task in the default configuration. If your organization has a custom workflow, follow the recommendations in your business standard operating procedure for generating aggregate report tables.
Regenerate Report Tabulations
To regenerate and update the report tabulations prior to submission, once the aggregate report is approved, select Regenerate Report Tabulations when you complete the Review & Author Report task.
Generate Next Aggregate Report
Vault Safety enables you to automatically generate subsequent reports and assign tasks according to the aggregate reporting period.
The Generate Next Aggregate Report Record action automatically generates the next aggregate report, using the reporting period defined on the Reporting Family, and the Start Date and End Date defined on the Aggregate Report record. This action may be available as a user action or may be triggered automatically as part of workflows in your Vault.
When the Generate Next Aggregate Report action is triggered, the system creates a new Aggregate Report (DSUR, PSUR, PBRER, or PADER) with the following settings:
| Field | Value |
|---|---|
| Product Family | The same Reporting Family specified on the initial Aggregate Report. |
| States to Include | The same States to Include specified on the initial Aggregate Report |
| Data Period Start | The Data Period End on the initial Aggregate Report, plus 1 day. |
| Data Period End | The Data Period Start on the initial Aggregate Report, plus the Reporting Period (Months) specified on the Reporting Family, minus 1 day. |
| *The initial Aggregate Report refers to the Aggregate Report (DSUR, PSUR, PBRER, or PADER) from which the Generate Next Aggregate Report action is triggered. | |
The following diagram shows an example of how the Generate Next Aggregate Report action sets the report time period:
Generate Tabulations Using Aggregate Report Sections
As an alternative to the above functionality, you can divide your report into Aggregate Report Sections to generate and manage tabulations per Section.
With this option, rather than initiating the Generate Aggregate Report Tabulations action from a parent Aggregate Report and having the tabulations added under the Documents section, you can link the tabulations to specific Sections and manage them individually. This gives you more granular control over your aggregate reports because tabulations can be generated or updated for specific areas of the report as needed.
Managing tabulations at the Aggregate Report level or managing them at the Aggregate Report Section level is determined by an Admin setting in your Vault.
The following sections provide more details.
Prerequisites
To generate tabulations and manage them at the Aggregate Report Section level, your Admin must:
- Enable Generating Tabulations from Aggregate Report Sections.
- Enable the Generate Tabulations Using Sections setting. If this setting is not enabled, you can still generate tabulations at the Aggregate Report level.
Select a Document to Generate
To tell the system which tabulation documents to generate, create Aggregate Report Sections and complete the Document to Generate field using the following steps:
- Go to an Aggregate Report record.
- Create Aggregate Report Sections.
- If you are automatically generating Sections using a template and your Admin has set up the corresponding Template Item, the system automatically creates a Safety Tabulation type Section with the Document to Generate field populated.
- If you are manually creating Sections, in the Create Aggregate Report Section dialog, select Safety Tabulation.
- In the Details section, complete the Document to Generate field as follows and select Save:
| Field | Value |
|---|---|
| Document to Generate | Select which tabulation document to generate from the dropdown.
The options that appear in the dropdown depend on the Aggregate Report Type. If this Section was auto-created from a template, the system maps this field from the corresponding Template Item. |
The following fields also appear on Safety Tabulation type Sections:
| Field | Value |
|---|---|
| Report Document (Masked) | When you select the Generate Masked Documents option on the parent Aggregate Report record, the system links masked tabulation reports to this field. |
| Report Document (Log) | The system creates a log file and links it to this field every time tabulations are generated. |
| Tabulation Generation Date | The system populates this field with the date when tabulations are generated. |
Run the Generate Aggregate Report Tabulation Action
Once the Document to Generate field has been populated, generate tabulations for a specific Aggregate Report Section by going to the All Actions menu of that Section and selecting Generate Aggregate Report Tabulation.
Note: The Generate Aggregate Report Tabulation action appears only for Safety Tabulation type Sections.
When you initiate the action, the system does the following:
- Generates tabulations based on the option selected in the Document to Generate field.
- Links the generated tabulations to the Report Document or Report Document (Masked) field on the Aggregate Report Section.
- Creates a log file in the library and links it to the Report Document (Log) field on the Aggregate Report Section.
- Populates the Tabulation Generation Date field on the Aggregate Report Section.
To generate tabulations for multiple Sections at once, navigate to the parent Aggregate Report record, and from the All Actions menu, select Generate Aggregate Report Tabulations. When the action is run from the parent Aggregate Report record, the system completes the actions above for all Safety Tabulation type Sections on that record.
Update Generated Tabulations
To update these tabulation documents, you can run the Generate Aggregate Report Tabulations action again if your Aggregate Report Sections have not reached the Complete state. When the action is re-initiated, the system regenerates the associated tabulations and upversions the linked documents with the new details. Related fields are also updated as required.