# Enable Generating Tabulations Using Aggregate Report Sections in SafetyDocs

Learn how to configure your Vault to support generating tabulations using Aggregate Report Sections.

## About the Feature

When authoring aggregate reports using Sections, you can generate and manage tabulations from each Section. This gives you more granular control over your aggregate reports because tabulations can be generated or updated for specific areas of the report as needed.

For more information, see <a href="/en/lr/681558/">Generate Tabulations Using Aggregate Report Sections</a>.

The following sections provide instructions to enable this feature in your Vault.

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      <p><strong>Note</strong>: Depending on other Aggregate Reporting features you have enabled, you may already have some of this configuration in your Vault.</p>
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## Prerequisites

Your Vault must be licensed for Veeva Safety to use this feature. Contact your Veeva representative for more information.

<!--adding this reuse file because the Combine Tabulations and Authoring feature (23R3.4) is shared across Safety Management and SafetyDocs-->

## Enable Setting to Generate Tabulations Using Sections

Complete the following steps to enable your Vault to generate tabulations using Aggregate Report Sections. When this setting is not enabled, your Vault will generate tabulations at the Aggregate Report level only.

1. Go to **Admin > Settings > Aggregate Report Settings**.
2. Select **Edit**.
3. In the **Aggregate Report Authoring** section, select the **Generate Tabulations Using Sections** checkbox.
4. Select **Save**.

## Update Labels

Starting in 24R1, Aggregate Report Tasks are called Aggregate Report Sections. Complete the following steps to update this label across your Vault:

1. Go to **Admin > Configuration > Objects > Aggregate Report Task**.
2. Select **Edit** and update the fields as follows:
    * **Object Label**: Enter "Aggregate Report Section"
    * **Object Plural Label**: Enter "Aggregate Report Sections"
3. Select **Save**.
4. On the **Object Types** tab, select **Authoring Task**.
5. Select **Edit** and update the fields as follows:
    * **Label**: Enter "Authoring Section"
    * **Plural Label**: Enter "Authoring Sections"
6. Select **Save**.
7. On the **Fields** tab, select **Aggregate Report Task Type**.
8. Select **Edit** and in the **Label** field, enter "Aggregate Report Section Type".
9. Select **Save**.
10. On the **Fields** tab, select **Task Order**.
11. Select **Edit** and in the **Label** field, enter "Section Order".
12. Select **Save**.

## Configure Layouts

Layouts are managed through **Admin > Configuration > Objects > [object] > Layouts**.

### Configure the Aggregate Report Template Item Layout

Complete the following steps to configure this layout:

1. Go to **Objects > Aggregate Report Template Item > Layouts > Aggregate Report Template Item Detail Page Layout**.
2. To ensure that only the documents you can generate for the selected **Aggregate Report Type** appear in the dropdown, in the **Details** section, add the <img class="inline" src="https://platform.veevavault.help/assets/images/saf-app-control.png" alt="App Control" style="" /> **Document to Generate** field.
3. Select **Save**.

### Configure the Aggregate Report Section Layout

Complete the following steps to configure this layout:

1. Go to **Objects > Aggregate Report Section > Layouts > Aggregate Report Section Detail Page Layout**.
2. In the **Details** section, add the following fields:
    * **Report Document (Masked)**
    * **Report Document (Log)**
    * **Tabulation Generation Date**
3. To ensure that only the documents you can generate for the selected **Aggregate Report Type** appear in the dropdown, in the **Details** section, add the <img class="inline" src="https://platform.veevavault.help/assets/images/saf-app-control.png" alt="App Control" style="" /> **Document to Generate** field.
4. Select **Save**.

## Configure Action to Generate Tabulations

Complete the following steps to configure an action on the **Aggregate Report Section** object to generate tabulations:

1. Go to **Admin > Configuration > Objects > Aggregate Report Section > Actions** and select **Create**.
2. In the **Create Action** dialog, select **Generate Aggregate Report Tabulation** and then select **Continue**.
3. On the **Create Action** page, enter a **Label** and **Name** for the action.
4. Select **Save**.

### Add Action to the Safety Tabulation Object Type

Complete the following steps to associate this action with the **Safety Tabulation** object type of the **Aggregate Report Section** object. This enables users to initiate the action from **Safety Tabulation** type Sections. 

1. In the **Aggregate Report Section** object, go to the **Object Types** tab.
2. On the top-right corner, select **Actions**.
3. From the **Actions** menu, select **Edit Object Type Actions**.
4. For the **Safety Tabulation** object type, select the **Generate Aggregate Report Tabulation** checkbox.
5. For all other object types, clear the  **Generate Aggregate Report Tabulation** checkbox.
6. Select **Save**

## Configure the Aggregate Report Tabulation Document Lifecycle

Go to **Admin > Configuration > Document Lifecycles > Aggregate Report Tabulation** and complete the following steps:

### Update Permissions for the Assigned To Role

Complete the following steps to grant permissions to the **Assigned To** role for each lifecycle state:

1. In the **States** section, select **Draft > Security Settings**.
2. Select **Edit**.
3. Grant the same permissions to the **Assigned To** role as granted to the **Editor** role. 
4. Select **Save**.

## Configure the Aggregate Report Section Object Lifecycle

Go to **Admin > Configuration > Object Lifecycles > Aggregate Report Section Lifecycle** and complete the following steps:

### Add User Action

Complete the following steps to add a user action to the **Open** and **In Progress** states:

1. In the **States** section, select **Open**.
2. In the **User Actions** section, select **Edit > Create Rule**.
3. Create the following rule and select **Save**:
    * **Perform with conditions** > Aggregate Report Section Type > equals > Safety Tabulation > Generate Aggregate Report Tabulation
4. Repeat steps 2 and 3 for the **In Progress** state.

### Add Entry Actions

Complete the following steps to add entry actions to the **Complete** state:

1. In the **States** section, select **Complete**.
2. In the **Entry Actions** section, select **Edit > Create Entry Action**.
3. Create the following rules and select **Save**:
    * **Always >** Change related document lifecycle state > Report Document (Masked) > Steady State
        * Select the **Skip change state if document version is not found** checkbox.
    * **Always >** Change related document lifecycle state > Report Document (Log) > Steady State
        * Select the **Skip change state if document version is not found** checkbox.

## Create the Aggregate Report Section - Safety Tabulation Stage Group

Complete the following steps to create this group and associate its stages with states:

1. Go to **Admin > Configuration > Lifecycle Stage Groups** and select **Create**.
2. In the **Create Lifecycle Stage Group** dialog, select **Object Stage Group** and then select **Continue**.
3. On the **Create Lifecycle Stage Group** page, complete the fields as follows and select **Save**:
    * **Stage Group Label**: Enter "Aggregate Report Section - Safety Tabulation"
    * **Object Lifecycle**: Select **Aggregate Report Section Lifecycle**
    * **Object Type**: Select **Safety Tabulation**
4. Select **Save**.
5. On the **Aggregate Report Section - Safety Tabulation** page, in the **Stages** section, select **Create** and create the following stages in order:
    * Open
    * In Progress
    * Complete
6. Add states to each stage according to the table below. To add a state, go to **[Stage] > States** and select **Add**. Then select the **Plus** icon next to the state you want to add and select **OK**.

<table>
    <thead>
        <tr>
            <th>Stage</th>
            <th>State to Add</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td>Open</td>
            <td>Open</td>
        </tr>
        <tr>
            <td>In Progress</td>
            <td>In Progress</td>
        </tr>
        <tr>
            <td>Complete</td>
            <td>Complete</td>
        </tr>
    </tbody>
</table>

## Update Permission Sets

Permission sets are managed through **Admin > Users & Groups > Permission Sets**. The following sections describe how to update various permission sets in your Vault to grant access to this feature:

#### Administration Actions

Update this permission set as follows:

1. Go to the **Administration Actions** permission set.
2. In the **Objects** tab, select **Edit**.
3. Grant **Read** permissions on the following object:
    * Aggregate Report Section:
        * Safety Tabulation
4. Grant **Read**, **Create**, and **Edit** permissions on the following object:
    * Aggregate Report Template Item:
        * Safety Tabulation

#### Aggregate Report Writer

Update this permission set as follows:

1. Go to the **Aggregate Report Writer** permission set.
2. In the **Objects** tab, select **Edit**.
3. Grant **Read**, **Create**, **Edit**, and **Delete** permissions on the following objects:
    * Aggregate Report Section:
        * Safety Tabulation
    * Aggregate Report Template Item:
        * Safety Tabulation

#### Safety Operations Actions

Update this permission set as follows:

1. Go to the **Safety Operations Actions** permission set.
2. In the **Objects** tab, select **Edit**.
3. Grant **Read**, **Create**, **Edit**, and **Delete** permissions on the following objects:
    * Aggregate Report Section:
        * Safety Tabulation
    * Aggregate Report Template Item: 
        * Safety Tabulation