Learn how to update your Vault’s configuration to enable interval Case listings for aggregate reports.
About the Feature
To provide Vault Owners with greater insight and control over their regulatory reporting process, the DSUR, PBRER, PADER, PSUR, and CIOMS II aggregate reports now include a comprehensive listing of all the Cases included in the Interval Line Listing Report. This feature was introduced in the 23R2 release. Vaults deployed prior to 23R2 must have the configuration upgrades described on this page to enable this feature.
This feature also introduces the Aggregate Report Case object, which you can incorporate into your analytics reports to verify that all relevant Cases are captured. For more information on creating analytics reports, see Creating Reports.
Once configured, after running an aggregate report, Vault lists and links all Cases included in the interval report in the Listing of Cases on Interval Report section of the report page. For more information on which aggregate reports and line listings Vault populates the Case list for, see Generate Aggregate Report Tabulations.
Update Aggregate Report Layout
- Go to Admin > Objects > Aggregate Report.
- Under the Layouts tab, select the Aggregate Report Detail Page Layout.
- Select Insert Section > Related Object.
- Configure the object as follows:
- Related Object: Aggregate Report Case > Case
- Section Label: Listing of Cases on Interval Report
- Section Name: Leave as the default (
cases__c) - Creation Option: Prevent record addition
- Move this section below the Documents section.