Reporting & Dashboards


The help topics linked on this page discuss Vault’s reporting and dashboards functionality, including how to create and view reports, interact with dashboards, and more.


Using Reports

Creating & Editing Reports

Reports help you answer important business questions about workflows and object records in your vault. For example, a report could help you identify:

Working with Flash Reports

Flash reports give you the option to schedule reports on a daily, weekly, or monthly frequency and distribute them to users with the Owner, Editor, or Viewer role via email. Recipients receive a link with instant access to the most recent cached report results in Vault without needing to rerun the report. Additionally, recipients do not require viewing permissions on underlying object records or documents to view the cached flash report results.

Reporting Overview

Vault reports make it easy to answer important business questions about your vault. You can use reports to organize, analyze, and share any data related to your study execution data and operational processes.

Sharing, Exporting & Copying Reports

With reports, you can organize and analyze data related to data and processes in your vault. This article teaches you how to export, share, and copy reports.

Standard Vault CDMS Report Templates

Vault CDMS leverages the Vault Platform to provide reporting capabilities for operational metrics. Veeva provides standard report templates that you can create reports from or copy and configure your own.

Viewing Reports

Once you’ve created a report or another user has shared a report with you, you can view the report.


Using Dashboards

Creating & Editing Dashboards

Dashboards provide an at-a-glance understanding of key metrics. Each dashboard contains one or more dashboard components and each component displays metrics from a report.

Vault EDC Persona Dashboards

Vault EDC leverages the Vault Platform to provide dashboard capabilities for operational metrics. Veeva provides standard dashboards (EDC-only) that you can use to view operational data, or to use as a template to copy to configure your own.

Viewing & Sharing Dashboards

Dashboards provide an at-a-glance understanding of key metrics. Each dashboard contains one or more dashboard components and each component displays metrics from a report. The dashboards you see are those that you have created or that another user has created and shared with you.


Configuring Reports & Dashboards

About Report Types

Report Type determines the “reporting objects” for the new report. For example, Product with Study means that your report looks at Product and Study records.

Configuring Report Types

Report types define what an individual ”record” is in a report, for example, a document, a product, or a specific instance of a workflow. The report type also affects what fields are available as report columns, filters, etc. When a user creates a new report, the first step is selecting a report type for it.

Managing Report Export Cover Pages

Vault auto-generates report export cover pages and attaches them to PDF exports of reports. By editing the default Report Export Cover Page template, you can change the information that appears on these pages.

Reporting Configuration & Permissions

In 18R1, we updated Vault’s reporting capabilities to make it easier for customers to organize reports across their vaults. Changes include:

Using Report Filters

Filters narrow the scope of your report. There are two kinds of filters: standard and run-time. Most document and object fields are available as filters. Reports with multiple reporting objects also allow Relationship Constraint Filters.