Vault Coder Reports and Dashboard

The Vault Platform includes several reports with operational coding data for your review within the Reports tab. Vault Coder also leverages the Vault Platform to provide dashboard capabilities for operational metrics. Veeva provides a standard dashboard that you can use to view operational data, or to use as a template to copy to configure your own.

To learn more about viewing reports, see Viewing Reports. To learn more about viewing dashboards, see Viewing Dashboards.

V3 Standard Report Templates: In the 23R3 release, Vault made V3 Standard Templates available for Vault Coder Reports. It is recommended that you use the V3 Standard Report Template when creating a report.

Vault Coder Reports

From the Reports tab, you can view the following Vault Coder reports:

Template Description Report Type Notes
MedDRA Coding Report Clinical Coding Request and assigned codes (if assigned) for MedDRA based forms Template: Clinical Coding On vaults created before 23R3
Standard Template: MedDRA Coding Report (V3) Clinical Coding Request and assigned codes (if assigned) for MedDRA and MedDRAJ based forms; Standard Reports are updated by Veeva Template: Clinical Coding New in 23R3. It is recommended that you use this report version.
WHODrug Coding Report Clinical Coding Request and assigned codes (if assigned) for WHODrug based forms Template: Clinical Coding On vaults created before 23R3
Standard Template: WHODrug Coding Report (V3) Clinical Coding Request and assigned codes (if assigned) for WHODrug based forms; Standard Reports are updated by Veeva Template: Clinical Coding New in 23R3. It is recommended that you use this report version.
Standard Template: JDrug Coding Report (V3) Clinical Coding Request and assigned codes (if assigned) for JDrug based forms; Standard Reports are updated by Veeva Template: Clinical Coding New in 23R3. It is recommended that you use this report version.

You can export these reports as a CSV, Excel™, or PDF file. If your Vault uses localization settings, you can export as a TXT, Excel™, or PDF file.

How to Export Coding Data as a Report

To export your coding data as a report:

  1. Click Reports in the navigation bar.

  2. Click on the Report that you want to export (either the Coder Export or Coder Export with Queries reports). Click to Open a Report

  3. Select a Study for the report. Choose a Study

  4. Click Continue. Vault runs the report. Report Results

  5. Choose either Export to CSV, Export to Text, Export to Excel, or Export to PDF from the report’s Actions menu Actions Menu

  6. A dialog opens while Vault Coder processes your request. You can choose to cancel the request from this dialog. The dialog closes automatically when the file is ready.
  7. Depending on your computer’s configuration, the file may download automatically, or you may have to choose to save it.

See Sharing, Exporting & Copying Reports for additional details.

Vault Coder Dashboard

Vault Coder leverages the Vault Platform to provide dashboard capabilities for operational metrics. Veeva provides a standard dashboard that you can use to view operational data, or to use as a template to copy to configure your own. Learn more about how to create a dashboard using dashboard components and how to view dashboards.

V3 Vault Coder Dashboard: In the 23R3 release, Vault made the V3 Vault Coder Dashboard and Dashboard Components available. It is recommended that you use the V3 Vault Coder Dashboard and Dashboard Components when creating a dashboard for your study.

The Vault Coder Dashboard tracks high-level metrics for code assignments, including coding progress and query statuses:

Name Description Notes
Vault Coder Dashboard Operational metrics for Coder progress and assignments. On vaults created before 23R3
Vault Coder Dashboard (V3) Operational metrics for Coder progress and assignments. New in 23R3. It is recommended that you use this version.

Vault provides the following dashboard components for building the Vault Coder Dashboard:

Template Description Report Type Notes
Dashboard: Coding Statuses Report of all coding statuses used in the Dashboard. Template: Clinical Coding On vaults created before 23R3
Dashboard: Coding Statuses (V3) Report of all coding statuses used in the Dashboard. Template: Clinical Coding New in 23R3. It is recommended that you use this version.
Dashboard: Percent Coded vs. Autocoded Report of the Autocoding efficiency used in the Dashboard. Template: Clinical Coding On vaults created before 23R3
Dashboard: Percent Coded vs. Autocoded (V3) Report of the Autocoding efficiency used in the Dashboard. Template: Clinical Coding New in 23R3. It is recommended that you use this version.
Dashboard: Pending Queries Report of queries that are either pending a response from the Site or action from the Coder used in the Dashboard. Template: Clinical Coding On vaults created before 23R3
Dashboard: Pending Queries (V3) Report of queries that are either pending a response from the Site or action from the Coder used in the Dashboard. Template: Clinical Coding New in 23R3. It is recommended that you use this version.
Dashboard: Query Statuses Report of all query statuses used in the Dashboard. Template: Clinical Coding On vaults created before 23R3
Dashboard: Query Statuses (V3) Report of all query statuses used in the Dashboard. Template: Clinical Coding New in 23R3. It is recommended that you use this version.
Dashboard: Query by Site (V3) Coder Queries by Site. Template: Clinical Coding New in 23R3. It is recommended that you use this version.
Dashboard: PT Coding Assignments (MedDRA) Report of MedDRA Preferred Term assignments used in the Dashboard. Template: Clinical Coding On vaults created before 23R3
Dashboard: PT Coding Assignments (V3) Report of MedDRA Preferred Term assignments used in the Dashboard. Template: Clinical Coding New in 23R3. It is recommended that you use this version.
Dashboard: SOC Assignments (MedDRA) Report of MedDRA System Organ Class assignments used in the Dashboard. Template: Clinical Coding On vaults created before 23R3
Dashboard: SOC Assignments (V3) Report of MedDRA System Organ Class assignments used in the Dashboard. Template: Clinical Coding New in 23R3. It is recommended that you use this version.
Dashboard: Preferred Name Assignments (WHODrug) Report of WHODrug Preferred Name assignments used in the Dashboard. Template: Clinical Coding On vaults created before 23R3
Dashboard: Preferred Name Assignments (V3) Report of WHODrug Preferred Name assignments used in the Dashboard. Template: Clinical Coding New in 23R3. It is recommended that you use this version.
Dashboard: Pending Coding Report of coding statuses that are pending coding used in the Dashboard. Template: Clinical Coding On vaults created before 23R3
Dashboard: Pending Coding (V3) Report of coding statuses that are pending coding used in the Dashboard. Template: Clinical Coding New in 23R3. It is recommended that you use this version.
Dashboard: ATC4 Assignments (WHODrug) Report of WHODrug ATC4 assignments used in the Dashboard. Template: Clinical Coding On vaults created before 23R3
Dashboard: ATC4 Assignments (V3) Report of WHODrug ATC4 assignments used in the Dashboard. Template: Clinical Coding New in 23R3. It is recommended that you use this version.
Dashboard: ATC1 Assignments (WHODrug) Report of WHODrug ATC1 assignments used in the Dashboard. Template: Clinical Coding On vaults created before 23R3
Dashboard: ATC1 Assignments (V3) Report of WHODrug ATC1 assignments used in the Dashboard. Template: Clinical Coding New in 23R3. It is recommended that you use this version.