WEBVTT

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Welcome to Veeva Connect's
reporting overview for beginners.

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In this short video, we'll look
at the foundation of Vault reporting:

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The Report Type. Report Types determine
which objects

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and combination of objects are available
for end users to create reports from.

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Vault Admins have the ability to create
report types from Admin >

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configuration > report setup.

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When you click into Report Types
under configuration, you will see

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all of the report types that have
previously been created within your Vault.

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If you have the right access,
you may click Create

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to create a new report type.

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When you click on the dropdown
in the Primary Reporting

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Object box, you will see
all of the objects within your Vault.

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In this case, we are in a Quality Vault.

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I am going to select quality

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events.

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If you

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select one, you may then decide to add
related objects to the report type

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by selecting the Add Related
Object button.

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This will present all of the objects

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that have a direct relationship
to the object you've already selected.

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Up arrows will be placed
next to the objects

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that the primary object
directly references.

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And down arrows.

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Up arrows and down
arrows will be placed next to the objects

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that directly reference
the primary object.

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You may add up to ten (10) objects
to your report

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type.

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So as we have added objects
to our report type, the label and name

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are automatically updated
unless you've previously defined a label.

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Once you click save and users who have
read access to all of the underlying

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objects will be able to create reports
using this report, type.

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Thank you for joining us for our
look at Report types.

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Be sure to check out our next Beginner Series video focusing on creating a report.