Configure Aggregate Reporting Groups

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.

Create Aggregate Reporting Groups

To create Aggregate Reporting Groups:

1. Navigate to Business Admin > Objects > Aggregate Reporting Groups.
2. Select Create.
3. 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.
4. 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
• Studies
• Product Registrations
• Study Registrations
• Aggregate Reports

Products Section

To add Products for a Workbench DSUR or PBRER aggregate report:

1. Select Add.
2. In the Search: Product window, use the search bar or filters to refine your search.
3. Select a Product from the existing list or create Products as needed.
4. Select OK.

Studies Section

To add Studies for a Workbench DSUR or PBRER aggregate report:

1. Select Add.
2. In the Search: Study window, use the search bar or filters to refine your search.
3. Select a Study from the existing list or create Studies as needed.
4. Select OK.

Product Registrations Section

To add Product Registrations:

1. Select Add.
2. In the Search: Product Registration window, use the search bar or filters to refine your search.
3. Select from the existing list or create Product Registrations as needed.
4. Select OK.

Study Registrations Section

To add Study Registrations:

1. Select Add.
2. In the Search: Study Registration window, use the search bar or filters to refine your search.
3. Select from the existing list or create Study Registrations as needed.
4. Select OK.

Aggregate Reports

To add a Workbench aggregate report to an Aggregate Reporting Group:

1. Navigate to the Workbench > Ad Hoc Reports tab.
2. Select the report to which you want to add your Aggregate Reporting Groups and select Edit.
3. 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.
4. Select Save.