Enable Interval Case Listing for Aggregate Reports

Learn how to update your Vault's configuration to enable interval Case listings for aggregate reports.

Last Updated

Note Beginning with 24R1 in April 2024 and for all subsequent releases, the new Vault Safety Help site is the official site for all Vault Safety Help content. This site reflects updates until the 23R3 release only. For the latest information, visit the new site.

About the Feature

To provide Vault Owners with greater insight and control over their regulatory reporting process, the DSUR, PBRER, PADER, PSUR, and CIOMS II aggregate reports now include a comprehensive listing of all the Cases included in the Interval Line Listing Report. This feature was introduced in the 23R2 release. Vaults deployed prior to 23R2 must have the configuration upgrades described on this page to enable this feature.

This feature also introduces the Aggregate Report Case object, which you can incorporate into your analytics reports to verify that all relevant Cases are captured. For more information, see Creating Reports on the Vault Online Help

Update Aggregate Report Page Layout

  1. Go to Admin > Objects > Aggregate Report.
  2. Under the Page Layouts tab, select the Aggregate Report Detail Page Layout.
  3. Select Add Section > Related Object.
  4. Configure the object as follows:
    Related Object: Aggregate Report Cases > Case
    Section Label: Listing of Cases on Interval Report
    Section Name: Leave as the default (cases__c)
    Creation Option: Prevent record addition
  5. Move this section below the Documents section.