Learn how to update your Vault’s configuration to allow aggregate reports to filter cases by Approval Date for DSUR, PBRER, or PSUR.
About the Feature
Support to filter Cases by Approval Date in aggregate reports was added in Vault Safety 21R1. You can filter by Approval Date in DSUR, PBRER, and PSUR aggregate reports.
For Vaults created in 20R3 or earlier, an administrator must perform configuration to add the Filter Cases By field to the Aggregate Report layout. Vaults originally deployed in 21R1 display this field on layouts by default.
The system will continue to use the Case Receipt Date / New Info Date by default if this feature is not configured.
Update Aggregate Report Layout
- In the Admin area, go to Configuration > Objects > Aggregate Report > Layout, and then select Aggregate Report Detail Page Layout.
- In the Details section, select Add and then add the Filter Cases By field from the dropdown list.
- Select Save at the top right of the page.
Result
Users can now specify how aggregate reports will filter Cases within the reporting period.
Grant Permissions to Edit the Filter Cases By Field
Go to Users & Groups > Permission Sets and update the appropriate Permission Sets (such as Safety Writer) to grant Edit access to the Filter Cases By field.