Enable the Criteria Page on Aggregate Reports

Learn how to enable the Criteria Page for Aggregate Reports in your Vault.

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

Introduced in the 23R3 Release, Vault Safety now provides the option to display a criteria page at the beginning of each Aggregate Report using an Include Criteria Page on Documents checkbox. The following summary information is displayed on the criteria page:

  • Report Parameters (for example, the Document Name and Organization)
  • Filter Parameters (for example, the Product Family, report period start and end date, and States to Include)
  • Output Parameters (for example, Indicate Unexpected Terms and any additional fields displayed)
  • Legend (for example, * indicates an Unexpected Event)

The following section details how to enable this feature in your Vault.

Configure the Criteria Page on Aggregate Reports

  1. Go to Admin > Configuration > Objects > Aggregate Report.
  2. On the Page Layouts tab, select the Aggregate Report Detail Page Layout.
  3. In the Details section, add the Include Criteria Page on Documents field, optionally placing it below the Generate Masked Documents field.
  4. Select Save.