# Configure Workbench DSUR Aggregate Reports

Learn how to set up DSUR aggregate reports in Workbench.

Workbench provides Development Safety Update Report (DSUR) table generation capabilities. Vault generates the following standard 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

In addition to the standard 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: <a href="/en/lr/872690/">Create Workbench DSUR Aggregate Reports</a>.

## Overview
To configure Workbench DSUR Aggregate Reports:
1. [Create copies of each preconfigured 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 DSUR Views {#copy-preconfigured-views}
To configure Workbench DSUR Aggregate Reporting, we recommend you create copies of each [preconfigured 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 DSUR _Workbench Views_ as appropriate for your organization.

To copy a preconfigured DSUR _Workbench View_:
1. Navigate to **Business Admin > Objects > Workbench Views**.
2. <a href="/en/lr/442/">Search</a> for the desired [DSUR _Workbench View_][2].
3. <a href="/en/lr/32218/#how-to-copy-records">Copy</a> 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 DSUR view
   * <a id="workbench-view-api-name"></a>**API Name**: Enter an API name ending in `__c`
   * **Description**: Enter a description for the DSUR view
5. In the _Hierarchical Copy Option_ dialog that appears, select the **Copy Related Records** checkbox, then select **Save**.

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      <p><strong>Note</strong>: For help modifying the <a href="/en/lr/752978/#sql-editor"><em>SQL Editor</em> section of a <em>Workbench View</em></a>, contact your Veeva Representative.</p>
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### DSUR Workbench Views and DSUR Reports {#dsur-views-dsur-reports}
Each preconfigured DSUR <a href="/en/lr/752978/">_Workbench View_</a> maps to a masked or unmasked version of a 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)_|<a href="/en/lr/872690/#cumulative-tabulation-sae">Cumulative Tabulation of Serious Adverse Events from Clinical Trials</a>, masked version|
|_DSUR / PBRER Principal > Latest Version > SAE Cumulative Tabulation (Unmasked)_|<a href="/en/lr/872690/#cumulative-tabulation-sae">Cumulative Tabulation of Serious Adverse Events from Clinical Trials</a>, unmasked version|
|_DSUR / PBRER Principal > Latest Version > SAR Line Listing (Masked)_|<a href="/en/lr/872690/#interval-line-listing-sar">Interval Line Listings of Serious Adverse Reactions</a>, masked version|
|_DSUR / PBRER Principal > Latest Version > SAR Line Listing (Unmasked)_|<a href="/en/lr/872690/#interval-line-listing-sar">Interval Line Listings of Serious Adverse Reactions</a>, unmasked version|
|_DSUR / PBRER Principal > Latest Version > SAR Cumulative Tabulation (Masked)_|<a href="/en/lr/872690/#cumulative-tabulation-sar">Cumulative Summary Tabulation of Serious Adverse Reactions From Clinical Trials</a>, masked version|
|_DSUR / PBRER Principal > Latest Version > SAR Cumulative Tabulation (Unmasked)_|<a href="/en/lr/872690/#cumulative-tabulation-sar">Cumulative Summary Tabulation of Serious Adverse Reactions From Clinical Trials</a>, unmasked version|
|_DSUR / PBRER Principal > Latest Version > List of Subjects Who Died (Masked)_|<a href="/en/lr/872690/#list-subjects-who-died">List of Subjects Who Died During the Reporting Period</a>, masked version|
|_DSUR / PBRER Principal > Latest Version > List of Subjects Who Died (Unmasked)_|<a href="/en/lr/872690/#list-subjects-who-died">List of Subjects Who Died During the Reporting Period</a>, unmasked version|
|_DSUR / PBRER Principal > Latest Version > DSUR Case Series Report (Masked)_|<a href="/en/lr/872690/#case-series-report">Case Series Report</a>, masked version|
|_DSUR / PBRER Principal > Latest Version > DSUR Case Series Report (Unmasked)_|<a href="/en/lr/872690/#case-series-report">Case Series Report</a>, unmasked version|
|_DSUR / PBRER Principal > Latest Version > DSUR Open Cases (Masked)_|<a href="/en/lr/872690/#open-cases-report">Open Cases Report</a>, masked version|
|_DSUR / PBRER Principal > Latest Version > DSUR Open Cases (Unmasked)_|<a href="/en/lr/872690/#open-cases-report">Open Cases Report</a>, unmasked version|

## Configure View Dependencies {#configure-view-dependencies}
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      <p><strong>Note</strong>: To configure view dependencies, you must first create copies of the following preconfigured views:</p>
<ul>
  <li><em>DSUR / PBRER Principal</em></li>
  <li><em>DSUR / PBRER Principal &gt; Latest Version</em></li>
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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. <a href="/en/lr/442/">Search</a> for and navigate to the copied [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  <a href="/en/lr/872690/#overview">generate DSUR Workbench aggregate reports</a>, you must create DSUR _Workbench Report Definitions_. When you create a <a href="/en/lr/826869/#add-workbench-report-definitions">_Workbench Report Definition_</a>, the _Workbench View_ you select in the _Workbench View_ field determines which DSUR report Vault creates when a user generates _Workbench Reports_.

We recommend you create a _Workbench Report Definition_ for each of your [copied 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 <a href="/en/lr/752971/#select-layout-fields">define the fields</a> 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 [DSUR report][2].
5. Select **Save**.
6. (Optional) To define a customized tabular structure for the Workbench Report:
   1. By default, each <a href="/en/lr/774151/#dsur-templates">DSUR Excel template</a> 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 Excel template**.
   4. Select **Save**.

## Create an Aggregate Reporting Group {#create-aggregate-reporting-group}
<a href="/en/lr/873342/">Create an _Aggregate Reporting Group_</a> to identify the _Products_ and _Studies_ that the _Workbench Report Set_ should consider.

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      <p><strong>Note</strong>: The DSUR does not consider any <em>Product Registrations</em> included in the <em>Aggregate Reporting Group</em>.</p>
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[1]: #copy-preconfigured-views
[2]: #dsur-views-dsur-reports
[3]: #configure-view-dependencies
[4]: #create-workbench-report-definitions
[5]: #create-aggregate-reporting-group
[6]: #workbench-view-api-name