tips & tricks: vault qualitydocs dashboards and …...®2014 veeva systems –company...

Tips & Tricks: Vault QualityDocsDashboards and Reports October 22, 2014

®2014 Veeva Systems – Company Confidential veeva.com | 2

Today’s Session

Interactive session to build reports and

dashboards in Vault QualityDocs

Overview of the capabilities of Vault

reporting & dashboarding

Hands-on practice building reports &

dashboards to answer top of mind

business questions

Preview V10 reporting features including

object reports

Ethan Smith

Market OwnerVault QualityDocs, R&D

Jeff Shuran

Senior Sales EngineerVault R&D

Vault Reporting and Dashboards Overview


Easy and Powerful Reporting

Replace your manual

tracking reports

Enable productivity

enhancements

Enhance compliance

tracking

Ensure training record

availability for

inspections

Point-and-click report building

Available to all Full Users

Report on documents, workflows,

or Vault objects

Private reports or shared reports

Features

Benefits


Configuration, not Customization

Considerations while you’re configuring…

What metadata do I need?

Define calculated fields for metrics

How can Vault Objects support my

reporting objectives?

Vault Reporting and Dashboard Overview


What Is Vault Reporting?An interactive view into Vault data, making it easy to answer

important questions about your business in REAL TIME


What Can Vault Reporting Do?

Custom Metrics

How long are my review cycles?

What are the bottlenecks in my

process?

How do I display custom formula

properties?

Historical Reports

What is the breakdown of

documents in my vault? By

department, doc type, or status?

How many documents have been

reviewed and approved?

What is the duration documents

spent in each workflow?

Forward Looking Reports

Which documents are

approaching expiration/review?

Which documents are on this

month’s meeting agenda?

What is the workload for

coordinators? For reviewers?


Reporting Tips

Reporting on Objects (v10)

Use relationships between documents and objects

Use relationships between objects

Grouping and summary calculations

Formula Properties

Find out how long it took for a doc field to go from one value to another

Find out how many times a doc field was in a particular value

Use Run-Time Inputs

Build a report, get results under different context


What Are Vault Dashboards?At-a-glance visualizations of key metrics derived from Vault reports


What Can Vault Dashboards Do?

Provide a graphical representation of the underlying data

Populate monthly reports or presentations to management

Charts can be downloaded as image files (.png) and included in presentations

or other materials

Vary the chart type to reflect the business metric

Chart types include: gauge, bar, column, and number charts


Dashboard Component Chart Types

Gauge

Column

NumberBar


Dashboard Tips

Use stacked bar/columns for multi-level grouping

Add target values in chart to compare to goals

Export chart images to include in PowerPoint

Coming soon:

Show trends over time

Use run-time input to create one dashboard that can be used under

different context

How This Helps Me


Reports and Dashboards for Quality

Single, validated

repository for

all content

Training records

and certification

• By user

• By document

Periodic review of

controlled content

Process visibility

of tasks and

escalations

Job role training

associationsOne source

of truth


Top Reports Customers Leverage

All Past Due In-Progress Read & Understood Workflows

Enterprise Wide

By Discipline

By Document (SOP)

All Effective Version of an SOP

Upcoming Periodic Review by Date (month)

Training Records

By User

By Document (SOP)

Hands-on Exercises


Exercise #1 — Training

Business Case Track user training tasks on a new SOP

Track new hire training on all applicable SOPs

Exercise Steps New SOP A in “Issued” status and Jeff

assigns training tasks

Participants create report and name it <Your Name> Document Training Report

Jeff assigns training for SOPs B, C, D, E and mark some training tasks complete

Participants run their reports for SOP A - E to see updated data

Jeff creates new user account for a new hire – Nancy Newbie and assign training

Participants create report and name it <Your Name> User Training Report

Participants run the report for Nancy Newbie and see 5 SOPs


Exercise #2 — Periodic Review

Business Case Provide visibility into upcoming Periodic

Review tasks and see if any are overdue

Exercise Steps Jeff makes SOPs123.A - E Effective and

assigns Next Periodic Review Date for each

Participants create report and name it <Your Name> Periodic Review by Date

Run the report and see the data for SOPs A – E

Participants build dashboard named <Your Name> Periodic Review

Include a column graph component called Upcoming Periodic Reviews by Date (month)

Include a gauge component called Overdue Periodic Reviews


Complete the session survey with the Veeva app

Thank you

Search “Veeva” in app store

Password: rdsummit

Thank YouEthan Smith

[email protected]

Jeff Shuran

[email protected]

tips & tricks: vault qualitydocs dashboards and …...®2014 veeva systems –company...

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