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.

What Can Reporting Do?

Here are a few highlights of the type of things you can do with Vault Reporting:

  • Create a forward-looking report to see which Forms need attention (for example, frozen Forms)
  • Create a historical report to analyze how long it takes for a Query to go through a review process, discover how it differs across Sites, and identify the bottlenecks.

The Reports tab helps users to better organize reports across Vault, and provides flexibility for searching and filtering across reports.

Tabular View

The Reports tab appears in tabular view and functions like a spreadsheet. In this view, you can:

  • Resize columns
  • Rearrange columns by clicking and dragging the column headers
  • Add or remove custom columns by clicking Edit Columns in the Actions menu
  • Sort by column values
  • Customize appearance of column text by clicking Truncate Cell Text or Wrap Cell Text in the Actions menu
  • Favorite reports by clicking the Star icon

Report Views & Favorites

From the Reports tab, you’ll see several views:

  • All Reports shows all reports in the vault for which you are an Owner, Viewer, or Editor. All other views are subsets of this view.
  • Recent Reports shows the last 20 reports that you viewed, edited, or created.
  • My Reports shows only reports that you have created.
  • Favorites shows reports that you have marked as a favorite by clicking the star icon.
  • Flash Reports shows all flash reports in the vault for which you are an Owner, Viewer, or Editor.

From the All Reports view, you can also use search and filters and edit the column layout to create custom views. Click Save View As to save this view to your Views panel. 

Filters

Use the Filters options to refine the list of displayed reports in any view or within search results. From this panel, you can also remove an applied filter.

Tags

When configured, you can assign tags to a report, making it easier to group, search, and filter your reports. To add tags, click into the Tags field for a report and select a tag from the picklist. If the Tags column doesn’t appear in tabular view, you can add it using the Edit Columns action. If no tags appear in the picklist, your Admin needs to configure them. Note that only users with the Owner role can edit tags for flash reports.

Standard Report Templates

The Vault EDC application includes several standard report templates that you can view or create new reports from. See Standard Vault EDC Report Templates for details.

Access Restrictions

Users with the license type Read-Only User or External User cannot create or view reports. To work with reports, users must also have a security profile that grants the appropriate Reporting permissions.

Report Edit Access

You have special permissions for reports that you create. As the report creator, you are automatically granted the Owner role for that report, and you can view, edit, and delete a report. When sharing, you can also assign users and groups to Viewer, Editor, and Owner roles on the report. Report editors and users in the Report Administrators group have the same permissions as the report creator.

The following permissions control the ability to work with reports:

Type Permission Label Controls
Security Profile Object: Report: Read Ability to view reports that other users have shared with you.
Security Profile Object: Report: Create Ability to create new reports.
Security Profile Object: Report: Edit Ability to edit any reports that you created or to which other users have given you the Editor role.
Security Profile Object: Report: Delete Ability to delete your own reports or reports to which other users have given you the Editor role.
Security Profile Application: Dashboards & Reports: Read Dashboards & Reports Ability to access reports. This also prevents Read-only Users and External Users from accessing reports, including Flash Reports sent via email.
Security Profile Application: Dashboards & Reports: Schedule Reports Ability to use the Schedule action to schedule flash reports.
Security Profile Tabs: Reporting: Reports: View Ability to see the Reports tab.

Last Updated: