# Enable Automated Cross Reporting

Automated cross reporting extends the evaluation of reporting obligations to include cross-reporting (investigational to marketing registration) scenarios.

Veeva Safety evaluates the investigational and marketing registrations of study products, then identifies any additional reporting destinations for products and studies. Admins can also specify destination overrides on product licenses.

Once this feature is enabled, see <a href="/en/lr/01247/">Cross Reporting</a> to learn more.

## Enable Investigational to Marketing Same Agency Cross Reporting

You must relabel, and then add the **Investigational to Marketing** field to the _Agency_ layout to allow Business Admins to enable the field for agencies that require Investigational to Marketing same-agency cross reporting.

1. Navigate to **Admin > Configuration > Objects > Organization**.
2. From the **Fields** tab, relabel the _Inv. to Marketing (same agency)_ field to `Investigational to Marketing`.
3. From the **Layouts** tab, update the _Agency Detail Page Layout_ to add the **Investigational to Marketing** field to the _Details_ section.


To enable FDA IND-to-NDA cross reporting:
1. Navigate to **Business Admin > Organizations** and select the FDA _Agency_ record.
2. Select **Edit**.
3. Select **Investigational to Marketing**.
4. Select **Save**

## Enable Configurable Transmission Profile Selection

The _Transmission Profile_ field allows Admins to set the _Transmission Profile_ to use for a _Study_ or _Product Registration_. Additionally, the _Transmission Profile Scope_ object was introduced for the cross reporting feature, and allows Admins to configure criteria to match _Transmission Profiles_, if a _Study_ or _Product Registration_ doesn't specify one.

Make the following layout updates to allow Business Admins to configure the <a href="/en/lr/01202/#transmission-profile-selection">_Transmission Profile_ for _Submission_ rules</a>.

Manage layouts by navigating to **Admin > Configuration > Objects > [Object] > Layouts**.

<table>
    <thead>
        <tr>
            <th>Object</th>
            <th>Layout</th>
            <th>Changes</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td>Transmission Profile</td>
            <td>All (AS2, Email, Manual, System, Base)</td>
            <td>Insert a Transmission Profile Scope related object section:
                <ul>
                    <li><strong>Related Object</strong>: Transmission Profile Scope</li>
                    <li><strong>Section Label</strong>: Profile Scope</li>
                    <li><strong>Creation Option</strong>: Create record in pop-up dialog</li>
                    <li><strong>Columns</strong>:
                        <ul>
                            <li>Name</li>
                            <li>Registration Type > Name</li>
                            <li>Product Types</li>
                        </ul>
                    </li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Transmission Profile Scope</td>
            <td>Transmission Profile Scope Page Layout</td>
            <td>Ensure the Details section contains the following fields:
                <ul>
                    <li>Name</li>
                    <li>Transmission Profile</li>
                    <li>Registration Type</li>
                    <li>Product Types</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Study Registration</td>
            <td>Study Registration Page Layout</td>
            <td>Add the following fields to the Details section:
                <ul>
                    <li>Registration Type</li>
                    <li>Transmission Profile</li>
                </ul>
            </td>
        </tr>
        <tr>
            <td>Product Registration</td>
            <td>Product Registration Page Layout</td>
            <td>Add the following field to the Details section:
                <ul>
                    <li>Transmission Profile</li>
                </ul>
            </td>
        </tr>
    </tbody>
</table>

## Make Product Registration Field Optional for Study Products

To make the **Product Registration** field optional on the Study Product object:
1. Navigate to **Admin > Configuration > Objects > Study Product > Object Types**.
2. In all object types, select the **Product Registration** field, then select **Edit**.
3. Deselect **User must always enter a value (required)**.
4. Select **Save**

## Enable Cross Reporting for the FDA Rule Set

To enable cross reporting for the FDA Rule Set, you must update the _Active Rule Version_ of the _FDA ICSR Reporting Rule Set_ to `3` or `4`. See <a href="/en/lr/01247/#cross-reporting-fda-rule-set">Cross Reporting</a> and <a href="/en/lr/01251/#recommended-rule-set-versions">Manage Active Rule Versions</a> for more information.