Reports
Last updated: Apr 17, 2026
Reports can be accessed by navigating to Reports and Dashboards > Reports in the Clinical Admin tab collection.
Note
Reports in Veeva Basics are curated by the Veeva Basics team, and cannot be created from scratch. If you would like to submit a request for a specific report, use this form.
| Name | Description |
|---|---|
| All Artifacts and Documents | Shows all Artifacts in the TMF Reference Model 3.0, with any documents uploaded for a given Study. |
| All Document Quality Issues (By Document Type) | View Quality Issues grouped by Document Type. |
| All Document Quality Issues (By Pre or Post-Approval) | View Quality Issues grouped by Pre and Post Approval types. |
| All Document Quality Issues by Study | View all open and closed Quality Issues for documents within a given study |
| Artifacts with Documents | Shows the Artifacts in the TMF Reference Model 3.0, where documents have been uploaded for a given Study. |
| Artifacts without Documents | Shows the Artifacts in the TMF Reference Model 3.0, where documents have NOT been uploaded for a given Study. |
| Average Days in Approval Workflow | Calculates the average time documents remain in the Approval with eSignature workflow for a given study. |
| Average Days in QC Review Workflow | Calculates the average time documents remain in the QC Review workflow for a given study. |
| Average Days Quality Issues Remain Open | Calculates the average time Quality Issues remain open for a given study. |
| Average Days to Approval | Calculates the average time Quality Issues remain open for a given study. |
| Count of Artifacts by Study Site | Used to support the Site Essential Document Completeness widget on the TMF Overview Dashboard. |
| Filed Site Essential Documents | View all Site Essential Documents that have been uploaded for a given study, grouped by Site. |
| Issue Timeliness by Site | Calculates the average resolution time and number of days Issues remain Open grouped by Site. |
| Monitoring Follow Up Item Timeliness by Assigned To | Calculates the average completion time and number of days Follow Up Items remain Open grouped by the Assigned To user. |
| Monitoring Follow Up Item Timeliness by Site | Calculates the average completion time and number of days Follow Up Items remain Open grouped by Site. |
| Flash Report: Overdue Quality Issues | Sends a report of overdue Quality Issues to the Assigned To user. |
| Flash Report: Overdue Tasks by User | Sends a weekly report to users with an overdue documents, workflow tasks, or quality issues. |
| Issue Timeliness by Site | Calculates the average resolution time and number of days Issues remain Open grouped by Site. |
| Monitoring Follow Up Item Timeliness by Site | Calculates the average completion time and number of days Follow Up Items remain Open grouped by Site. |
| Monitoring Follow Up Issue Timeliness by Assigned To | Calculates the average completion time and number of days Follow Up Items remain Open grouped by the Assigned To user. |
| Monthly Document Creation Report | Documents created per month for a specific study. |
| Number of Quality Issues (by Created By) | View Quality Issues grouped by Document Owner. |
| Open Follow Up Items by Assigned To | Shows all Open Follow Up Items and calculates the number of days spent Open and the number of days until due grouped by the Assigned To user. |
| Open Issues by Site | Shows all Open Issues and calculates the number of days spent Open since identified grouped by site. |
| Open Oversight Activities | Shows all Open Oversight Activities grouped by Study and number of days open. |
| Open Oversight Issues | Shows all Open Oversight Issues grouped by number of days open. |
| Outstanding Document Quality Issues (By Assigned To) | View Quality Issues grouped by Assigned To. |
| Oversight Issues by Category | Shows all Oversight Issues grouped by Study and Oversight Category. |
| Oversight Issues by Vendor | Shows all Oversight Issues linked to a Vendor. |
| Oversight Periods with Activities and Issues | Shows all Oversight Periods and related Oversight Activities and Issues grouped by Study. |
| Oversight Periods without Completed Activities | Shows all Oversight Periods without any completed Oversight Activities grouped by Study. |
| Quality Issues by Document | Used for viewing a document’s Quality Issues (webaction). |
| Site Essential Document Completeness | View all Site Essential Documents that need to be uploaded for a given study, optionally filtered to the site level. |
| Time in Unclassified > 14 Days | Documents that have spent more than 14 days as unclassified for a specific study. |
| TMF Inspection: Inspector Activity Oversight | Identify document usage by user and study for inspections in Vault. |
| Transferred Documents (Active) | Shows all documents of a study received via TMF Transfer. (For non-archived documents). |
| Transferred Documents (Archived) | Shows all documents of a study received via TMF Transfer. (For Archived documents). |
| Trip Report Timeliness | Calculates the average time to draft a report following a visit, the time spent in approval, and the time between the visit end date and final approval grouped by Monitor. |
| Unapproved Documents | Shows all documents that are not in the Approved state for a given Study. |
| Unclassified Documents | This report shows all documents that have not yet been classified for a given Study. |
| User Access to Study and Vault | Identify user access granted and revoked in Vault. |