Tips & Tricks: Vault QualityDocs Dashboards and Reports. October 22, 2014

Transcription

1 Tips & Tricks: Vault QualityDocs Dashboards and Reports October 22, 2014

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 Ethan Smith Market Owner Vault QualityDocs, R&D Preview V10 reporting features including object reports Jeff Shuran Senior Sales Engineer Vault R&D 2014 Veeva Systems Company Confidential veeva.com 2

3 Vault Reporting and Dashboards Overview

4 Easy and Powerful Reporting Benefits Features Point-and-click report building Available to all Full Users Report on documents, workflows, or Vault objects Private reports or shared reports Replace your manual tracking reports Enable productivity enhancements Enhance compliance tracking Ensure training record availability for inspections 2014 Veeva Systems Company Confidential veeva.com 4

5 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? 2014 Veeva Systems Company Confidential veeva.com 5

6 Vault Reporting and Dashboard Overview

7 What Is Vault Reporting? An interactive view into Vault data, making it easy to answer important questions about your business in REAL TIME 2014 Veeva Systems Company Confidential veeva.com 7

8 What Can Vault Reporting Do? Forward Looking Reports Historical Reports Custom Metrics Which documents are approaching expiration/review? What is the breakdown of documents in my vault? By department, doc type, or status? How long are my review cycles? Which documents are on this month s meeting agenda? How many documents have been reviewed and approved? What are the bottlenecks in my process? What is the workload for coordinators? For reviewers? What is the duration documents spent in each workflow? How do I display custom formula properties? 2014 Veeva Systems Company Confidential veeva.com 8

9 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 2014 Veeva Systems Company Confidential veeva.com 9

10 What Are Vault Dashboards? At-a-glance visualizations of key metrics derived from Vault reports 2014 Veeva Systems Company Confidential veeva.com 10

11 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 2014 Veeva Systems Company Confidential veeva.com 11

12 Dashboard Component Chart Types Gauge Column Bar Number 2014 Veeva Systems Company Confidential veeva.com 12

13 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 2014 Veeva Systems Company Confidential veeva.com 13

14 How This Helps Me

15 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 associations One source of truth 2014 Veeva Systems Company Confidential veeva.com 15

16 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) 2014 Veeva Systems Company Confidential veeva.com 16

17 Hands-on Exercises

18 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 2014 Veeva Systems Company Confidential veeva.com 18

19 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 2014 Veeva Systems Company Confidential veeva.com 19

20 Complete the session survey with the Veeva app Thank you Search Veeva in app store Password: rdsummit 2014 Veeva Systems Company Confidential veeva.com 20

21 Thank You Ethan Smith Jeff Shuran