You can interact with Workbench Dashboards in the following ways:
- Visualize data in different formats
- Apply filters to refine Workbench data for analysis
- Export a Workbench Dashboard Component in CSV
- Generate and run Workbench Reports
After running a Workbench Dashboard for the first time, it will run automatically upon loading the page in subsequent visits.
View Dashboard Data
A Workbench Dashboard can include up to 50 tabs, which appear at the top of the page. The tab you are currently viewing is the active tab. You can switch between tabs to view different data by selecting another tab. When you Apply filters, Vault runs all Workbench Dashboard Components in the active tab only. Each tab can include up to nine Workbench Dashboard Components, which is similar to a Workbench Report and displays data (for example, line listings and summary tabulations).
Workbench Dashboard Components support the following formats:
- Text: Provides user guidance, tips, or context for using this dashboard
- Table: Displays field data in a table
When viewing data in a table, you can select the column header to sort the data by this field.
Depending on the Overflow option configured by your Admin, you can either view more Workbench Dashboard data on a component by selecting the Next (
) and Previous (
) icons to navigate between pages or scrolling down to view all data on a single page. For Workbench Dashboard Components with many fields, scroll left and right to view all field data in the table.
For text fields, such as Narrative Preview, Workbench truncates values that exceed four lines. Select Show More to display the text in a dialog, up to 32,000 characters. Vault can display up to three long text dialogs at once, after which, the Show More button becomes inactive. You can hover over the dialogs to resize and move them.
Depending on your Admin’s configuration, for the appropriate data, you may also see a Grand Total row at the bottom of the Workbench Dashboard Component table. Vault anchors this row so that you can see these metrics while scrolling through records, for example, you can view the total number of Cases and serious Cases while scrolling through the breakdown for each Preferred Term (PT).
If your Admin selected the Show links checkbox on the Workbench Dashboard Component, for fields of the Object and MedDRA types, Vault links to the respective Safety object record detail page.
Export Dashboard Components
In view mode, you can export the Workbench Dashboard Components in CSV format:
- For a dashboard component, select the Export to CSV (
) icon.
Vault sends a notification and an email when the CSV file generation completes. - From the email or notification, select Download CSV.
The CSV file has the following attributes:
- Vault names the file using a combination of the dashboard name, component name, and the time at which the CSV was generated.
- Unlike for dashboard component tables, there is no limit to the number of rows (Case data) returned in the CSV output.
- Vault returns results using the dashboard’s filters.
- Vault orders the data based on the sorting logic.
Note: Every time you export the Workbench Dashboard Component in CSV format, Vault applies dashboard filters and returns the latest data in the CSV file. You may see discrepancies between the data displayed in the dashboard component and the CSV.
Generate & Run Reports from Dashboard Components
In view mode, you can save a copy of any Workbench Dashboard table chart as a Workbench Report:
- From a Workbench Dashboard Component, select the Generate and Run Report (
) icon. - In the Generate and Run Report dialog, update the Name of the report as needed and then select Save & Run. By default, Vault names the report using a combination of the Workbench Dashboard name, Workbench Dashboard Component name, and the date and time the report was generated.
After selecting the Generate and Run Report action on a component, the action becomes unavailable until you apply new filters or exit the page’s view mode.
When report generation is complete, Vault does the following:
- Creates the Workbench Report using Workbench Dashboard filters, Workbench Case Series or Signal Case Series, and the Workbench Dashboard Component view and layout
- Creates an Excel and CSV file for the Workbench Report
- Creates a new Workbench Case Series, if the Workbench Dashboard Component’s safety view is Case series-enabled
- Sends a notification and an email, from which you can select the link to the report. You can also navigate to the report from the Ad Hoc Reports tab.
Note: Every time you generate a Workbench Report from a Workbench Dashboard Component, Vault applies dashboard filters and returns the latest data in the report. You may see discrepancies between the data displayed in the dashboard component and the report.