Enable XLSX Aggregate Report Templates

Learn how to update your Vault’s configuration to enable XLSX Aggregate Report Templates.

About the Feature

Aggregate report .xlsx tabulation templates were added in Vault Safety 20R2.

This new tabulation template format allows Admins to configure Vault Merge Field tokens to display additional aggregate details (product family, date, etc.) on the generated Aggregate Line Listings and Cumulative reports. In addition, the updated templates remove the Veeva logo.

When templates are updated, an Admin must replace the existing aggregate report tabulation templates to enable the new templates.

Replace Tabulation Templates

In Admin, go to Business Admin > Documents and Binders.
Open each of the Document Types under Template > Aggregate Summary Tabulations, and replace the template files with the new .xlsx templates. The following section provides the links to download the new standard .xlsx templates.

Result

The tabulation templates are updated and future aggregate reports use them.

Standard Table Templates

You can manage aggregate report templates in Business Admin > Documents & Binders under Base Document > Template > Aggregate Summary Tabulation.

The following table provides links to download the current Vault Safety aggregate and periodic report table .xlsx templates:

Report Type	Report Tabulation Name and Location	Latest Version	Previous Version
CIOMS II	Name: CIOMS II Line Listing (`cioms_ii_line_listing__c`) Location: Template > Aggregate Summary Tabulation > CIOMS II Line Listing	22R2
DSUR (Appendix)	Name: Cumulative Tabulation of Serious Adverse Reactions from Clinical Trials (`cumulative_sar_trials__c`) Location: Template > Aggregate Summary Tabulation > Cumulative Tabulation of Serious Adverse Reactions from Clinical Trial Learn More: Upload Template: Appendix Cumulative Tabulation of SARs	23R3
DSUR (Appendix)	Name: List of Subjects Who Died During the Reporting Period (`list_of_subjects_died_trials__c`) Location: Template > Aggregate Summary Tabulation > List of Subjects Who Died During Reporting Period Learn More: Upload Template: Appendix List of Subjects Who Died During the Reporting Period	20R2
DSUR, PBRER	Name: Cumulative Tabulation of Serious Adverse Events from Clinical Trials (`cumulative_sae_trials_template__c`) Location: Template > Aggregate Summary Tabulation > Cumulative Tabulation of Serious Adverse Events from Clinical Trials	23R3
DSUR, PBRER	Name: Interval Line Listings of SARs (`interval_line_listings_template__c`) Location: Template > Aggregate Summary Tabulation > Interval Line Listings of Serious Adverse Reactions	20R2
PBRER	Name: Summary ADR from Postmarketing Sources (`summary_adr_postmarket_template__c`) Location: Template > Aggregate Summary Tabulation > Summary ADR from Postmarketing Sources	23R3
PADER	Name: 15 Day and Non-15 Day Summary Reports (`pader_summary_15_non_15_day_template__c`) Location: Template > Aggregate Summary Tabulation > 15 Day and Non-15 Day Summary Reports Learn More: Replace PADER 15 Day and Non-15 Day Reports Template	23R1	21R1
PADER	Name: PADER Interval Line Listings Template (`pader_interval_line_listings_template__c`) Location: Template > Aggregate Summary Tabulation > Interval Line Listings of Serious Adverse Reactions Learn More: Replace PADER Interval Line Listings Template	23R1	20R2
PADER	Name: PADER Summary of ADR Tabulation Post market (`pader_summary_adr_postmarket_template__c`) Location: Template > Aggregate Summary Tabulation > Summary ADR from Postmarketing Sources Learn More: Replace PADER Summary Tabulation of ADRs from Postmarket Template	23R1	21R1
PADER (Appendix)	Name: List of Death Cases (Postmarketing) (`list_of_death_cases__c`) Location: Template > Aggregate Summary Tabulation > List of Death Cases Learn More: Upload Template: Appendix List of Death Cases	21R1
PADER (Appendix)	Name: Non-Primary Suspect Product Report (`nonprimary_suspect_product_report__c`) Location: Template > Aggregate Summary Tabulation > Non-Primary Suspect Product Report Learn More: Replace Appendix: Non-Primary Suspect Product Report	23R1	21R1
PMDA Post-Market	Name: J-NUPR Non-Serious Unlisted Periodic Report (`jnupr_nonserious_unlisted_periodic_rep__c`) Location: Template > Aggregate Summary Tabulation > J-NUPR Non-Serious Unlisted Periodic Report Learn More: Upload Template: J-NUPR Non-Serious Unlisted Periodic Report	24R1
PMDA Post-Market	Name: J-PSR Line Listing of Adverse Events (`jpsr_line_listing_of_adverse_events__c`) Location: Template > Aggregate Summary Tabulation > J-PSR Line Listing of Adverse Events Learn More: Upload Template: J-PSR Line Listing of Adverse Events	24R2
PMDA Post-Market	Name: J-PSR Tabulation of Adverse Events (`jpsr_tabulation_of_adverse_events__c`) Location: Template > Aggregate Summary Tabulation > J-PSR Tabulation of Adverse Events Learn More: Upload Template: J-PSR Tabulation of Adverse Events	24R2
PSUR	Name: CIOMS II Line Listing Template for PSUR Reports (`psur_ciomsii_line_listings__c`) Location: Template > Aggregate Summary Tabulation > Interval Line Listings of Serious Adverse Reactions Learn More: Upload the CIOMS II Line Listing Template	21R1
PSUR	Name: PSUR - Cumulative Summary of Tabulations of Adverse Events Template (`psur_summary_tabulations_of_ae__c`) Location: Template > Aggregate Summary Tabulation > PSUR - Cumulative Summary of Tabulations of Adverse Events Learn More: Upload Template: PSUR - Cumulative Summary of Tabulations of Adverse Events This template generates both of the following tabulations, separated by tabs in the Excel document: Summary Tabulation of Serious Listed and Non Serious Adverse Drug Reactions Summary Tabulation of Serious Unlisted Adverse Drug Reactions	23R3

See Configure Aggregate Report Templates to learn more about managing aggregate report templates.

Add Merge Fields Shared Document Field

With .xlsx templates, you can add custom tokens to reports to pull data from the Aggregate Report object. In any document for which you want to generate merge field tokens, the Merge Fields shared document field must be associated with the document type. Configuring Merge Fields for Microsoft Word & Excel provides more information on enabling merge fields.

Note: You must also configure the merge field tokens on the template.