# Configure Workbench PBRER Aggregate Reports

Learn how to set up PBRER aggregate reports in Workbench.

Workbench provides Periodic Benefit-Risk Evaluation Report (PBRER) table generation capabilities. Vault generates the following standard PBRER tabulations and line listings, with support for masked and unmasked versions of each:
* Summary Tabulation of ADRs from Postmarketing Sources
* Cumulative Tabulation of Serious Adverse Events from Clinical Trials
* Interval Line Listings of Serious Adverse Reactions

In addition to the standard PBRER 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/883619/">Create Workbench PBRER Aggregate Reports</a>.

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

To copy a preconfigured PBRER _Workbench View_:
1. Navigate to **Business Admin > Objects > Workbench Views**.
2. <a href="/en/lr/442/">Search</a> for the desired [PBRER _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 PBRER view
   * <a id="workbench-view-api-name"></a>**API Name**: Enter an API name ending in `__c`
   * **Description**: Enter a description for the PBRER 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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### PBRER Workbench Views and PBRER Reports {#pbrer-views-pbrer-reports}
Each preconfigured PBRER <a href="/en/lr/752978/">_Workbench View_</a> maps to a masked or unmasked version of a PBRER tabulation, line listing, and log-type report as follows:

|PBRER 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 > Summary Tabulation of ADRs from Postmarketing Sources (Masked)_|<a href="/en/lr/883619/#summary-tabulation-adr">Summary Tabulation of ADRs from Postmarketing Sources</a>, masked version|
|_DSUR / PBRER Principal > Latest Version > Summary Tabulation of ADRs from Postmarketing Sources (Unmasked)_|<a href="/en/lr/883619/#summary-tabulation-adr">Summary Tabulation of ADRs from Postmarketing Sources</a>, unmasked version|
|_DSUR / PBRER Principal > Latest Version > SAE Cumulative Tabulation (Masked)_|<a href="/en/lr/883619/#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/883619/#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/883619/#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/883619/#interval-line-listing-sar">Interval Line Listings of Serious Adverse Reactions</a>, unmasked version|
|_DSUR / PBRER Principal > Latest Version > PBRER Case Series Report (Masked)_|<a href="/en/lr/883619/#case-series-report">Case Series Report</a>, masked version|
|_DSUR / PBRER Principal > Latest Version > PBRER Case Series Report (Unmasked)_|<a href="/en/lr/883619/#case-series-report">Case Series Report</a>, unmasked version|
|_DSUR / PBRER Principal > Latest Version > PBRER Open Cases (Masked)_|<a href="/en/lr/883619/#open-cases-report">Open Cases Report</a>, masked version|
|_DSUR / PBRER Principal > Latest Version > PBRER Open Cases (Unmasked)_|<a href="/en/lr/883619/#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 [PBRER _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/883619/#overview">generate PBRER Workbench aggregate reports</a>, you must create PBRER _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 PBRER report Vault creates when a user generates _Workbench Reports_.

We recommend you create a _Workbench Report Definition_ for each of your [copied PBRER _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 **PBRER**
   * **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 [PBRER 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/#pbrer-templates">PBRER 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 **PBRER 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 PBRER 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]: #pbrer-views-pbrer-reports
[3]: #configure-view-dependencies
[4]: #create-workbench-report-definitions
[5]: #create-aggregate-reporting-group
[6]: #workbench-view-api-name