Reports

Reports can be accessed by navigating to Reports and Dashboards > Reports in the Document Workspace, QMS, or Training Admin tab collections.

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.

QualityDocs Reports

Name	Description
DCCs Awaiting Closure	Lists approved Document Change Controls waiting on all associated documents to be moved to Effective or Obsolete.
DCCs with Active Workflows	Lists all DCCs in active workflows grouped by task owner.
Document Owners	Lists all documents owned by a user.
Document Periodic Review Status by Owning Department	Lists documents with the status of their periodic review for each Owning Department.
Document Status by Owning Department	Lists a count of documents in each status for each Owning Department. Click a number in the matrix to see the list of documents for that particular status and Owning Department.
Documents Awaiting Approval Initiation	Lists documents with a status of Ready for Approval. Documents will need to either manually be sent for approval or sent for approval via a DCC.
Documents Made Effective in the Last 14 Days	Lists documents that have moved to a status of Effective in the last 2 weeks.
Documents Pending Approval	Lists documents with a status of In Approval. Documents are either awaiting their own approval or the approval of a DCC.
Documents to be Made Obsolete	Lists documents to be made Obsolete based on their last periodic review decision.
Documents to be Revised	Lists documents requiring revision based on their last periodic review decision.
Documents with Active Workflows	Lists all documents in active workflows grouped by task owner.
Documents with Inactive Owner	Lists documents where the Owner is an inactive user.
Documents with Periodic Review Starting in the Next 90 Days	Lists documents that will have their periodic review automatically started in the next 90 days.
Effective Documents	Lists all Effective documents within the system.
Effective Documents by Owning Department	Lists effective documents grouped by Subtype for each Owning Department.
Effective SOPs	Lists all Effective standard operating procedures (SOPs) within the system.

QualityDocs Flash Reports

Flash Reports are sent every Monday only when the report’s conditions are met and only to the affected users.

Note Flash reports run in both your Sandbox and Production environments. If you would like to inactivate any or all flash reports in your Sandbox environment, contact support.

Name	Description
Documents to be Made Obsolete Notification	Sends a notification to document owners of outstanding documents to be made Obsolete based on their last periodic review decision.
Documents to be Revised Notification	Sends a notification to document owners of outstanding documents requiring revision based on their last periodic review decision.

Training Reports

Name	Description
Curricula with Training Requirements	Lists all curricula and their associated training requirements.
Learner Roles per Learner	Lists the learner roles assigned to each learner.
Learner Training Matrix	Displays the training matrix for a learner. This includes learner roles they are assigned, curricula aligned to those learner roles, training requirements aligned to those curricula, and any documents or quizzes aligned to those training requirements.
Locked E-Learning Training	Lists locked E-Learning training from failed quizzes. Reset locked courses by clicking the Name link and navigating to the action menu.
Overdue Training Assignments	Lists open overdue training assignments. For managers, this will include the overdue assignments of their direct reports.
Quiz Failures by Learner	Lists failed quizzes per learner.
Quiz Question Analytics	Lists responses to quiz questions and the percentage answered correctly vs incorrectly. Optionally filter on a specific quiz design.
Quiz Status by Learner	Lists all quizzes per learner.
SOP Training Assignments	Lists all training assignments for a learner related to standard operating procedures (SOPs).
Training Assignments Due in the Next Week	Lists open training assignments that are due in the next 7 days. For managers, this will include any assignments coming due for their direct reports.
Training Assignments with Documents	Lists all training assignments for a learner and any documents trained on.
Training Matrix Assignment Completion	Lists all training assignments sent via the standard training matrix and their completion status. Optionally filter on a specific learner, learner role, curriculum, or training assignment status.
Training Matrix Structure	Displays the general training matrix structure. This includes learner roles and their respective curricula and training requirements. Note: This excludes individual learner roles as they are managed on a learner-by-learner basis.
Training On-Time Completion by Department	Lists on-time vs overdue training per department. Optionally filter on a completion timeframe or specific department.
Training On-Time Completion by Manager	Lists on-time vs overdue training per manager. Optionally filter on a completion timeframe or specific manager.
Training On-Time Completion by Month	Lists on-time vs overdue training per month. Optionally filter on a completion timeframe.

Training Flash Reports

Flash Reports are sent every Monday only when the report’s conditions are met and only to the affected users, for example, users with overdue training assignments.