# How Aggregate Reports Filter by Data Period

During table generation, Vault Safety filters Cases to ensure aggregate tabulations contain relevant data and comply with regulatory requirements. 

Depending on your selection in the _Filter Case By_ field when creating an aggregate report, <a href="/en/lr/01280/">DSUR</a>, <a href="/en/lr/01282/">PBRER</a>, and <a href="/en/lr/01283/">PSUR</a> tabulations use the _New Info Date_ field (or the _Case Receipt Date_ field if _New Info Date_ is blank) or the _Approval Date_ to filter _Cases_. For PMDA Post-Market tabulations, you have an additional option, which is to filter _Cases_ by the _Local Awareness Date_ on Japan _Localized Cases_.

<a href="/en/lr/01281/">PADER</a> tabulations filter Cases by the _Transmission Date_ by default. However, the _Filter Case By_ field on the Aggregate Report can be set to _Case Receipt Date / New Info Date_ instead. Based on the selected filter, Vault finds _Cases_ with FDA _Transmission_ records.

With either _Filter Case By_ selection, a Transmission Date is required for a case to be included on the PADER. The following table provides more detail about how the filter selection impacts PADER generation.

<table>
    <thead>
        <tr>
            <th>PADER Generation</th>
            <th>When Filtering Cases by Transmission Date</th>
            <th>When Filtering Cases by Case Receipt Date / New Info Date</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td>Transmission Date</td>
            <td>Must fall within the report start and end dates</td>
            <td>Must fall on or after the report start date</td>
        </tr>
        <tr>
            <td>Receipt Date</td>
            <td>Ignored</td>
            <td>Must fall within the report start and end dates</td>
        </tr>
        <tr>
            <td>Transmission State</td>
            <td>Must be in the E2B Ack Accepted or Completed state</td>
            <td>Can be in any state except Withdrawn or Inactive</td>
        </tr>
    </tbody>
</table>

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

## Interval vs. Cumulative Reporting Period

The reporting period date range used to generate tabulations depends on whether the tabulation counts cases on a _cumulative_ or _interval_ basis.

The following table describes the reporting period that each report tabulation uses. The help articles for each report type provide more information on the specific table constraints for each tabulation

<table>
    <thead>
        <tr>
            <th>Report Type</th>
            <th>Interval Tabulations</th>
            <th>Cumulative Tabulations</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td>
                <a href="/en/lr/01280/">DSUR</a>
            </td>
            <td>
                <ul>
                    <li>Interval Line Listings of Serious Adverse Reactions</li>
                    <li>List of Subjects Who Died During the Reporting Period (Appendix)</li>
                </ul>
            </td>
            <td>
                <ul>
                    <li>Cumulative Tabulation of Serious Adverse Events from Clinical Trials</li>
                    <li>Cumulative Summary Tabulation of Serious Adverse Reactions (Appendix)</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>
                <a href="/en/lr/01281/">PADER</a>
            </td>
            <td>
                <ul>
                    <li>15 Day and Non-15 Day Summary Reports </li>
                    <li>Interval Line Listings</li>
                    <li>Summary of ADR Tabulation Post Market</li>
                    <li>Non-Primary Suspect Product Report </li>
                    <li>List of Death Cases (Postmarketing)</li>
                </ul>
            </td>
            <td>N/A
        </td>
        </tr>
        <tr>
            <td>
                <a href="/en/lr/01282/">PBRER</a>
            </td>
            <td>
                <ul>
                    <li>Interval Line Listings of Serious Adverse Reactions</li>
                </ul>
            </td>
            <td>
                <ul>
                    <li>Summary Tabulation of Adverse Drug Reactions from Postmarketing Sources. The PBRER Summary Tabulation of Adverse Drug Reactions from Postmarketing Sources report lists Cases using both interval and cumulative counts.</li>
                    <li>Cumulative Tabulation of Serious Adverse Events from Clinical Trials</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>
                <a href="/en/lr/01283/">PSUR</a>
            </td>
            <td>
                <ul>
                    <li>CIOMS II Interval Line Listing of Adverse Drug Reactions</li>
                    <li>Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions</li>
                </ul>
            </td>
            <td>
                <ul>
                    <li>Summary Tabulation of Serious Unlisted Adverse Drug Reactions</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>
                <a href="/en/lr/674650/">PMDA Post-Market</a>
            </td>
            <td>
                <ul>
                    <li>NUPR Line Listing Form 7-2</li>
                    <li>J-PSR Line Listing of Adverse Events Form 4</li>
                </ul>
            </td>
            <td>
                <ul>
                    <li>J-PSR Cumulative Tabulation of Adverse Events Form 3</li>
                </ul>
            </td>
        </tr>
    </tbody>
</table>

### Interval Reporting Period

[Except for PMDA Post-Market J-PSR tabulations][1], interval report tabulations adhere to the following start and end dates:

* **Start Date**: The **Data Period Start Date** on the Aggregate Report record.
* **End Date**: The **Data Period End Date** on the Aggregate Report record.

### Cumulative Reporting Period

[Except for PMDA Post-Market J-PSR tabulations][1], cumulative report tabulations adhere to the following start and end dates:

1. **Start Date**: Cumulative reports do not consider the start date. The data period contains all Cases up to the **Data Period End Date**.
2. **End Date**: The **Data Period End Date** on the Aggregate Report record.

### <a id="pmda-exception"></a>PMDA Post-Market Reporting Dates

When generating J-PSR Line Listing of Adverse Events Form 4 and J-PSR Cumulative Tabulation of Adverse Events Form 3 tabulations, Vault references the following start and end dates:

* **Start Date:** The earliest _Interval Start Date_ on the _Interval Dates_ records.
* **End Date:** The latest _Interval End Date_ on the _Interval Dates_ records.

## Example Reporting Period Filter

For more information on how Aggregate Reports filter by data period, <a class="external-link" href="https://safety.veevavault.help/assets/animations/aggregate-date-ranges/aggregate-date-ranges.html" target="_blank" rel="noopener">use this interactive animation<i class="fa fa-external-link" aria-hidden="true"></i></a>. This animation provides two (2) reporting period examples for both cumulative and interval line listings in a DSUR report. 

<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>: In the DSUR example, the <em>Filter Case By</em> field is set to <em>Case Receipt Date / New Info Date</em>.</p>
    </div>
  </div>
</div>



[1]: #pmda-exception