Learn how to configure the products, studies, and registrations Vault considers when generating Workbench aggregate reports.
About Aggregate Reporting Groups
Aggregate Reporting Groups define which Products, Studies, Product Registrations, and Study Registrations to include in a Workbench aggregate report. Once you configure the Aggregate Reporting Group, it will synchronize with Workbench in the daily data refresh.
Note: There is a limitation for creating Aggregate Reporting Groups for PADERs with Combination Products. If the Aggregate Reporting Group includes a registration for a Combination Product and a non-Combination Product, Vault ignores the non-Combination Product registration when generating a PADER.
Create Aggregate Reporting Groups
To create Aggregate Reporting Groups:
- Navigate to Business Admin > Objects > Aggregate Reporting Groups.
- Select Create.
- Complete the following information:
- Name: Enter a name for the Aggregate Reporting Group.
- Aggregate Report Type: From the drop-down, select the aggregate report types to which this group applies.
- Select Save or Save + Create to save this group and create another.
On the newly created Aggregate Reporting Group, expand the sections below to add records:
Products Section
To add Products for a Workbench DSUR or PBRER aggregate report:
- Select Add.
- In the Search: Product window, use the search bar or filters to refine your search.
- Select a Product from the existing list or create Products as needed.
- Select OK.
Studies Section
To add Studies for a Workbench DSUR or PBRER aggregate report:
- Select Add.
- In the Search: Study window, use the search bar or filters to refine your search.
- Select a Study from the existing list or create Studies as needed.
- Select OK.
Product Registrations Section
Note: Workbench PADER reports support Aggregate Reporting Groups with either single products or combination products, but not both.
To add Product Registrations:
- Select Add.
- In the Search: Product Registration window, use the search bar or filters to refine your search.
- Select from the existing list or create Product Registrations as needed.
- Select OK.
Study Registrations Section
To add Study Registrations:
- Select Add.
- In the Search: Product Registration window, use the search bar or filters to refine your search.
- Select from the existing list or create Study Registrations as needed.
- Select OK.
Aggregate Reports
Note: The Aggregate Reports section on the Aggregate Reporting Group record applies to Workbench aggregate reports only.
To add a Workbench aggregate report to an Aggregate Reporting Group:
- Navigate to the Workbench > Ad Hoc Reports tab.
- Select the report to which you want to add your Aggregate Reporting Groups and select Edit.
- Do one (1) of the following:
- Create the Aggregate Reporting Group Name filter if it does not yet exist: (filter) Aggregate Reporting Group Name (operator) equals (value) [Aggregate Reporting Group].
- Expand the Filters section and populate the Aggregate Reporting Group Name filter value.
- Select Save.