**Source URL:** https://safety.veevavault.help/en/lr/1205650/

# Configure Workbench J-DSUR Aggregate Reports

Learn how to set up J-DSUR aggregate reports in Workbench.

Workbench provides Japan Development Safety Update Report (J-DSUR) table generation capabilities. These include DSUR tables and two Japan-specific tables. Vault generates the following standard J-DSUR tabulations and line listings, with support for masked and unmasked versions of each:
* Cumulative Tabulation of Serious Adverse Events from Clinical Trials
* Interval Line Listings of Serious Adverse Reactions
* Cumulative Summary Tabulation of Serious Adverse Reactions From Clinical Trials
* List of Subjects Who Died During the Reporting Period
* Tabulation for J-DSUR Annex Form 2 (Clinical Trials)
* Tabulation for J-DSUR Annex Form 2 (Post-Marketing Clinical Trials)

In addition to the standard J-DSUR tabulations and line listings, Vault can produce masked and unmasked versions of the following log-type reports:
* Case Series Report
* Open Cases Report

After you have configured this feature, see the following article to learn more: Create Workbench J-DSUR Aggregate Reports.

## Overview
To configure Workbench J-DSUR Aggregate Reports:
1. [Create copies of each preconfigured J-DSUR _Workbench View_][1].
2. [Configure view dependencies][3] for each copied _Workbench View_.
3. [Create _Workbench Report Definitions_][4] for masked and unmasked versions of each report.
4. [Create an _Aggregate Reporting Group_][5] to identify the _Products_ and _Studies_ to include in each report.

## Copy the Preconfigured J-DSUR Views {#copy-preconfigured-views}
To configure Workbench J-DSUR Aggregate Reporting, we recommend you create copies of each [preconfigured J-DSUR _Workbench View_][2]. These copied _Workbench Views_ act as a baseline for any future _Workbench View_ updates, allowing you to identify and implement changes to your J-DSUR _Workbench Views_ as appropriate for your organization.

To copy a preconfigured J-DSUR _Workbench View_:
1. Navigate to **Business Admin > Objects > Workbench Views**.
2. Search for the desired [J-DSUR _Workbench View_][2].
3. Copy the desired _Workbench View_.
4. From the _Create Workbench View_ page, populate the fields as follows, then select **Save**:
   * **Name**: Enter a name for the J-DSUR view
   * **API Name**: Enter an API name ending in `__c`
   * **Description**: Enter a description for the J-DSUR view
5. In the _Hierarchical Copy Option_ dialog that appears, select the **Copy Related Records** checkbox, then select **Save**.

**Note**: For help modifying the _SQL Editor_ section of a _Workbench View_, contact your Veeva Representative.

### J-DSUR Workbench Views and J-DSUR Reports {#j-dsur-views-j-dsur-reports}
Each preconfigured J-DSUR _Workbench View_ maps to a masked or unmasked version of a J-DSUR tabulation, line listing, and log-type report as follows:

|DSUR Workbench View Name|Report Name|
|--- |--- |
|_DSUR / PBRER Principal_|N/A---used for configuring Workbench View Dependencies|
|_DSUR / PBRER Principal > Latest Version_|N/A---used for configuring Workbench View Dependencies|
|_DSUR / PBRER Principal > Latest Version > SAE Cumulative Tabulation (Masked)_|Cumulative Tabulation of Serious Adverse Events from Clinical Trials, masked version|
|_DSUR / PBRER Principal > Latest Version > SAE Cumulative Tabulation (Unmasked)_|Cumulative Tabulation of Serious Adverse Events from Clinical Trials, unmasked version|
|_DSUR / PBRER Principal > Latest Version > SAR Line Listing (Masked)_|Interval Line Listings of Serious Adverse Reactions, masked version|
|_DSUR / PBRER Principal > Latest Version > SAR Line Listing (Unmasked)_|Interval Line Listings of Serious Adverse Reactions, unmasked version|
|_DSUR / PBRER Principal > Latest Version > SAR Cumulative Tabulation (Masked)_|Cumulative Summary Tabulation of Serious Adverse Reactions From Clinical Trials, masked version|
|_DSUR / PBRER Principal > Latest Version > SAR Cumulative Tabulation (Unmasked)_|Cumulative Summary Tabulation of Serious Adverse Reactions From Clinical Trials, unmasked version|
|_DSUR / PBRER Principal > Latest Version > List of Subjects Who Died (Masked)_|List of Subjects Who Died During the Reporting Period, masked version|
|_DSUR / PBRER Principal > Latest Version > List of Subjects Who Died (Unmasked)_|List of Subjects Who Died During the Reporting Period, unmasked version|
|_DSUR / PBRER Principal > Latest Version > DSUR Case Series Report (Masked)_|Case Series Report, masked version|
|_DSUR / PBRER Principal > Latest Version > DSUR Case Series Report (Unmasked)_|Case Series Report, unmasked version|
|_DSUR / PBRER Principal > Latest Version > DSUR Open Cases (Masked)_|Open Cases Report, masked version|
|_DSUR / PBRER Principal > Latest Version > DSUR Open Cases (Unmasked)_|Open Cases Report, unmasked version|
|_DSUR / PBRER Principal > Latest Version > J-DSUR Annex Form 2 CT_|Tabulation for J-DSUR Annex Form 2 (Clinical Trials)|
|_DSUR / PBRER Principal > Latest Version > J-DSUR Annex Form 2 PMCT_|Tabulation for J-DSUR Annex Form 2 (Post-Marketing Clinical Trials)|

## Configure View Dependencies {#configure-view-dependencies}

**Note**: To configure view dependencies, you must first create copies of the following preconfigured views:
- _DSUR / PBRER Principal_
- _DSUR / PBRER Principal > Latest Version_

For each copied _Workbench View_ that corresponds to a specific report, configure the _Workbench View Dependency_ field to map to its corresponding parent view:
1. Search for and navigate to the copied [J-DSUR _Workbench View_][2].
2. In the _Dependent Views_ section, hover over the existing _Dependent View_ record and select **Edit**.
3. Select a **Dependent View**  as follows based on the copied _Workbench View_ you are editing, then select **Save**:
   * **DSUR / PBRER Principal > Latest Version**: Select the copied **DSUR / PBRER Principal**
   * **All other report-specific views**: Select the copied **DSUR / PBRER Principal > Latest Version**
   * **DSUR / PBRER Principal**: Not applicable---you do not need to update this view's _Dependent View_ value
4. Repeat steps 1-3 for all copied _Workbench Views_.

## Create Workbench Report Definitions {#create-workbench-report-definitions}
To allow users to  generate J-DSUR Workbench aggregate reports, you must create J-DSUR _Workbench Report Definitions_. When you create a _Workbench Report Definition_, the _Workbench View_ you select in the _Workbench View_ field determines which J-DSUR report Vault creates when a user generates _Workbench Reports_.

We recommend you create a _Workbench Report Definition_ for each of your [copied J-DSUR _Workbench Views_][1].

To create a _Workbench Report Definition_:
1. Navigate to **Workbench Admin > Report Definitions**.
2. Select **Create**.
3. From the _Create Report Definition_ page, populate the fields in the _Properties_ section as follows:
   * **Name**: Enter a name for the _Workbench Report Definition_
   * **Workbench View**: Select the _Workbench View_ you created based on the [preconfigured view][2]
   * **Report Category**: Select **Aggregate**
   * **Report Subcategory**: Select **DSUR**
   * **API Name**: Enter an API name ending in `__c`
4. In the _Layout_ section, select **Select Fields** to define the fields that will appear on any resulting _Workbench Reports_, then select **Confirm**. If desired, you can replicate the order of the fields as they appear in the relevant [J-DSUR report][2].
5. Select **Save**.
6. (Optional) To define a customized tabular structure for the Workbench Report:
   1. By default, each DSUR and J-DSUR Excel template is configured with column name values corresponding to the _API Name_ of the [preconfigured _Workbench View_][2]. To ensure your custom _Workbench Report_ Excel files contain the correct data, you must update the values in row 4 of each Excel template to correspond to the [_API Name_ of your copied _Workbench View_][6].
   2. In Vault, navigate to the _Workbench Report Definition_ and select **Edit**.
   3. In the **Excel Template** field within the _Advanced Options_ section, upload the relevant **DSUR or J-DSUR Excel template**.
   4. Select **Save**.

## Create an Aggregate Reporting Group {#create-aggregate-reporting-group}
Create an _Aggregate Reporting Group_ to identify the _Products_ and _Studies_ that the _Workbench Report Set_ should consider.

**Note**: The J-DSUR does not consider any _Product Registrations_ included in the _Aggregate Reporting Group_.

[1]: #copy-preconfigured-views
[2]: #j-dsur-views-j-dsur-reports
[3]: #configure-view-dependencies
[4]: #create-workbench-report-definitions
[5]: #create-aggregate-reporting-group
[6]: #workbench-view-api-name