# Configure Workbench Report Sets

_Workbench Report Sets_ allow you to <a href="/en/lr/860557/">generate, run, and download</a> multiple <a href="/en/lr/752963/">_Workbench Reports_</a> that have a common purpose from a single record. You can create reusable _Workbench Report Sets_ by:
* [Creating _Workbench Report Set Definitions_][2]: To group _Workbench Report Definitions_ so that they can be reused together for report generation, and to provide report parameters from a _Principal View_. From this record, users can <a href="/en/lr/860557/">generate</a> _Workbench Report Sets_ and its respective child reports.
* [Creating _Workbench Report Definitions_][1]: To provide the layout and other parameters (for example, _Workbench View_ and _Document Sensitivity_) for a _Workbench Report_. 

The following example is a use case for configuring reusable _Workbench Report Sets_: PADER aggregate reports require the same set of report definitions for each generation, therefore, you can create a _Workbench Report Set Definition_ and add the _Workbench Report Definitions_ required in PADER generation. Users can generate a report set from this _Workbench Report Set Definition_ to efficiently produce the PADERs and then run these reports at an interval depending on their business needs.

## Prerequisite

You must <a href="/en/lr/1005776/">enable reusable _Workbench Report Sets_</a>.

## Create Workbench Report Set Definitions {#report-set-definitions}

To create _Workbench Report Set Definitions_: 
1. Navigate to **Business Admin > Objects > Workbench Report Set Definitions**.
2. Select **Create**.
3. On the _Create Workbench Report Set Definition_ page, complete the following information: 
    * **Name**: Enter a **Name** for the _Workbench Report Set Definition_.
    * **API Name**: Enter an **API Name** ending in `__c`.
    * **Description:** Enter a **Description** for the _Workbench Report Set Definition_.
4. Select **Save**.

### Add Workbench Report Definitions {#add-workbench-report-definitions}

To add _Workbench Report Definitions_ to the _Workbench Report Set Definition_:
1. In the _Workbench Report Set Definition_, expand the **Workbench Report Definitions** section. 
2. Select **Add**.
3. In the _Search: Workbench Report Definition_ dialog, select definitions from the list or use the search bar and filters to refine your search.
4. To create a new report definition, select **Create**. 
5. On the _Create Workbench Report Definition_ page, complete the [applicable fields][3] and select **Save**.
6. Select **OK**.
7. <a href="/en/lr/752971/">Set up the _Layout_</a> section. _Workbench Report Definitions_ can reference up to five <a href="/en/lr/936862/">_Dynamic Views_</a> in the _Layout_.
8. Select **Save**.

You can add up to 50 _Workbench Report Definitions_ on a _Workbench Report Set Definition_. If you copy a _Workbench Report Set Definition_, the new record includes the same _Workbench Report Definitions_ as the original record. Additionally, if you delete a _Workbench Report Set Definition_, Vault does not delete the associated _Workbench Report Definitions_.

#### Workbench Report Definition Fields {#report-definition-fields}

The following fields may be available:

<table>
    <thead>
        <tr>
            <th>Field</th>
            <th>Description</th>
        </tr>
    </thead>
    <tbody>
        <tr>
            <td><em>Name</em></td>
            <td>Enter a <strong>Name</strong> for the <em>Workbench Report Definition</em>.</td>
        </tr>
        <tr>
            <td><em>API Name</em></td>
            <td>Enter an <strong>API Name</strong> ending in <code>__c</code>.</td>
        </tr>
       <tr>
            <td><em>Workbench View</em></td>
            <td>Select a value from the drop-down or use the <strong>Advanced Search</strong> (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-binoculars-icon.png" alt="binoculars" style="" />) icon to use filters and refine your search.</td>
        </tr>
       <tr>
            <td><em>Report Category</em></td>
            <td>Select a value from the drop-down. Vault selects <em>Ad Hoc</em> by default. For more information on <em>Report Categories</em>, see <a href="/en/lr/752963/#categories">Manage Workbench Reports</a>.</td>
        </tr>
       <tr>
            <td><em>Report Subcategory</em></td>
            <td>Select a value from the drop-down.</td>
        </tr>
       <tr>
            <td><em>Document Sensitivity</em></td>
            <td>Select a value from the drop-down. For more information about <em>Document Sensitivity</em> values, see <a href="/en/lr/752963/#document-sensitivity">Manage Workbench Reports</a>. When you <a href="/en/lr/860557/">generate</a> reports from an associated report set, the report inherits this value.</td>
        </tr>
       <tr>
            <td><em>Excel Template</em></td>
            <td>Upload an <a href="/en/lr/752973/">Excel template</a> by dragging and dropping the file from your local folder to this field or by selecting the <strong>Upload</strong> (<img class="inline" src="https://platform.veevavault.help/assets/images/saf-upload-icon.png" alt="Upload Icon" style="" />) icon. As best practice, <a href="/en/lr/752975/">run</a> a <em>Workbench Report</em> with this <a href="/en/lr/752963/#advanced-options">template</a> to test before uploading it to a <em>Workbench Report Definition</em>.</td>
        </tr>
       <tr>
            <td><em>Timezone</em></td>
            <td>Select a value from the drop-down.</td>
        </tr>
    </tbody>
</table>

## Workbench Report Set Definition Filters

A _Workbench Report Set Definition_ includes inherited filters from all associated _Workbench Report Definitions_. However, if there are multiple filters where the filter field API name has the same filter operator, Vault displays this filter only once. If a filter is required on any _Workbench Report Definition_, even if all other report definitions list it as optional, Vault sets this filter as required. 

When configuring a _Workbench Report Set Definition_, filters are shared across all _Workbench Reports_. For example, the PADER _Workbench Report Set_ has the _Appendix: List of Death Cases_ and _15 Day and Non-15-Day Summary_ report definitions. If you add a required _cancer__c_ filter to the _Appendix: List of Death Cases_ safety view, after a user performs the <a href="/en/lr/860557/#generate">_Generate Report Set_</a> action, the _cancer__c_ filter will appear:
* In the _Filters_ section under the _Required_ subsection for _Appendix: List of Death Cases_.
* In the _Filters_ section under the _Optional_ subsection on all other report definitions for the report set; in this case, for _15 Day and Non-15-Day Summary_.

[1]: #add-workbench-report-definitions
[2]: #report-set-definitions
[3]: #report-definition-fields