Configuring Fixed Reports

Fixed Reports require several server side processes to be enabled for an org. In order to activate Fixed Reports, a Fixed Reports admin user must be set up in the org. The Fixed Reports admin is the Veeva CRM user responsible for uploading and processing sales data files.

Configuring a Fixed Reports Admin

To set up a user as a Fixed Reports admin:

  1. Add the Analytics_Admin_vod field to the User object page layouts for the profiles used by Fixed Reports/Analytics admin users.

  2. Select the Analytics Admin check box on the appropriate user’s profile. 

Once the admin’s user profile is updated, the admin can sign in to their FTP server using their Salesforce username and password, and can upload sales data files to be processed for Fixed Reports. Contact Support if you do not know your FTP server name.

Configuring Fixed Reports

To configure Fixed Reports for end users:

  1. Grant end user profiles OLS Read access to the Sales_Transaction_vod object. The Sales_Transaction_vod object does not hold the sales data itself, but it is used to define the columns and types of fields stored within the Fixed Reports database.
  2. Grant end user profiles OLS Create access to the Analytics_Filters_vod object.
  3. Grant end user profiles Create access to the appropriate record types on the Analytics_Layouts_vod object. Reports display in the Analytics tab. Each record type corresponds to a different report.

    Record Type

    Fixed Reports

    Account_Summary_vod

    Account Summary Report Page

    Average_Calls_Per_Day_vod

    Average Calls Per Day Report Page

    Cycle_Plan_Analysis_vodCycle Plan Analysis Report Page

    Effort_vs_Results_vod

    Efforts vs. Results Report Page

    Reach_And_Frequency_vod

    Reach and Frequency Report Page

    Territory_Comparison_vod

    Territory Comparison Report Page

    Territory_Sales_Analysis_vod

    Territory Sales Analysis Report Page

    Territory_Payer_Analysis_vod

    Territory Payer Analysis Report Page

  4. Ensure the page layout for each record type contains the appropriate S-controls for the user profile. Each user profile can have a separate page layout for each of the Fixed Reports record types. This provides maximum flexibility when configuring Fixed Reports. Admins can can add, remove, or move the S-controls on a page layout. Each S-control represents an individual chart to display on a report.

    S-Control

    Fixed Report

    Description

    An_ER_Activity_Territory_vod

    Efforts vs. Results

    S-Control for Activity by Territory. Used for display on Analytics_Layouts_vod object page layouts. This report displays data for Company Products only.

    An_ER_Activity_Sales_vod

    Efforts vs. Results

    S-Control for Activity vs. sales Report. Used for display on Analytics_Layouts_vod object page layouts. This report displays data for Company Products only.

    An_ER_Activity_MktShare_vod

    Efforts vs. Results

    S-Control for Activity vs. Market Share. Used for display on Analytics_Layouts_vod object page layouts.

    An_ER_Activity_Details_vod

    Efforts vs. Results

    S-Control for Activity Details. Used for display on Analytics_Layouts_vod object page layouts. This report displays data for Company Products only.

    An_ER_Acct_Report_vod

    Efforts vs. Results

    S-Control for Effort vs. Results Top Accounts. Used for display on Analytics_Layouts_vod object page layouts. Must be placed as a single S-Control on a row of the Page Layout.

    An_RF_Reach_Trend_vod

    Reach and Frequency

    S-Control for Reach & Frequency Reach Trends. To be displayed on Analytics_Layouts_vod object page layouts.

    An_RF_Reach_Details_vod

    Reach and Frequency

    S-Control for Reach & Frequency Reach Details. To be displayed on Analytics_Layouts_vod object page layouts.

    An_RF_Freq_Trend_vod

    Reach and Frequency

    S-Control for Reach & Frequency Frequency Trends. To be displayed on Analytics_Layouts_vod object page layouts.

    An_RF_Freq_Details_vod

    Reach and Frequency

    S-Control for Reach & Frequency Frequency Details. To be displayed on Analytics_Layouts_vod object page layouts.

    An_RF_Acc_List_vod

    Reach and Frequency

    S-Control for Reach & Frequency Top Accounts Report. To be displayed on Analytics_Layouts_vod object page layouts. Must be placed as a single S-Control on a row of the Page Layout.

    An_Rpt_Top_5_Payers_By_Product_vod

    Account Summary

    S-Control for Analytics' Top 5 Payers By Product Report. Used for display on Analytics_Layouts_vod object page layouts.

    An_Rpt_Top_10_Payers_By_Product_vod

    Account Summary

    S-Control for Analytics' Top 10 Payers By Product Report. Used for display on Analytics_Layouts_vod object page layouts.

    An_Rpt_Sales_Trend_vod

    Account Summary

    S-Control for Analytics’ Sales Trend Report. Used for display on Analytics_Layouts_vod object page layouts.

    An_Rpt_Top_5_Payers_vod

    Account Summary

    S-Control for Analytics’ Top 5 Payers Report. Used for display on Analytics_Layouts_vod object page layouts.

    An_Rpt_Top_10_Payers_vod

    Account Summary

    S-Control for Analytics’ Top 10 Payers Report. Used for display on Analytics_Layouts_vod object page layouts.

    An_Rpt_Mkt_Share_Trends_vod

    Account Summary

    S-Control for Analytics’ Market Share Trends Report. Used for display on Analytics_Layouts_vod object page layouts.

    An_Rpt_Sales_Details_vod

    Account Summary

    S-Control for Analytics’ Sales Details Report. Used for display on Analytics_Layouts_vod object page layouts.

    An_Rpt_Sales_Details_YY_vod

    Account Summary

    S-Control for Analytics' Year Over Year Comparison Report. Used to display on Analytics_Layouts_vod object page layouts.

    An_Rpt_Sales_By_Channel_vod

    Account Summary

    S-Control for Analytics' Sales by Data Channel Report. Used to display on Analytics_Layouts_vod object page layouts.

    An_Rpt_Goals_Details_vod

    Account Summary

    S-Control for Analytics' Goals Details Report. Used to display on Analytics_Layouts_vod object page layouts.

    An_Average_Calls_Per_Day_vod

    Average Calls Per Day

    S-Control for Analytics’ Average Calls Per Day Report.

    An_CPA_Attainment_Summary_vod

    Cycle Plan Analysis

    S-Control for Cycle Plan Analysis Attainment Summary report. Used to display on Analytics_Layouts_vod object page layouts.

    An_CPA_Attainment_By_Product_vod

    Cycle Plan Analysis

    S-Control for Cycle Plan Analysis Attainment By Product report. Used to display on Analytics_Layouts_vod object page layouts.

    An_CPA_Attainment_By_Cycle_Plan_vod

    Cycle Plan Analysis

    S-Control for Cycle Plan Analysis Attainment By Cycle Plan report. Used to display on Analytics_Layouts_vod object page layouts.

    An_CPA_Frequency_Details_vod

    Cycle Plan Analysis

    S-Control for Cycle Plan Analysis Frequency Details report. Used to display on Analytics_Layouts_vod object page layouts.

    An_CPA_Target_List_vod

    Cycle Plan Analysis

    S-Control for Cycle Plan Analysis Target List report. Used to display on Analytics_Layouts_vod object page layouts.

    An_TC_Acc_List_vod

    Territory Comparison

    S-Control for Analytics’ Account List for Territory Comparison. Used for display on Analytics_Layouts_vod object page layouts. Must be placed as a single S-Control on a row of the Page Layout.

    An_TC_Prod_Sales_Trends_vod

    Territory Comparison

    S-Control for Analytics’ Product Sales Trends Report for Territory Comparison. Used for display on Analytics_Layouts_vod object page layouts.

    An_TC_Sales_Trends_vod

    Territory Comparison

    S-Control for Analytics’ Sales Trend Report for Territory Comparison. Used for display on Analytics_Layouts_vod object page layouts. This report displays data for Company Products only.

    An_TC_Prod_Sales_Details_vod

    Territory Comparison

    S-Control for Analytics’ Product Sales Details Report for Territory Comparison. Used for display on Analytics_Layouts_vod object page layouts.

    An_TC_Sales_Details_vod

    Territory Comparison

    S-Control for Analytics’ Sales Details Report for Territory Comparison. Used for display on Analytics_Layouts_vod object page layouts. This report displays data for Company Products only.

    An_TC_AVG_Sales_vod

    Territory Comparison

    S-Control for Analytics’ Average Sales Report for Territory Comparison. Used for display on Analytics_Layouts_vod object page layouts.

    An_TC_Goals_Details

    Territory Comparison

    S-Control for Goals Details Report for Territory Comparison. Used for display on Analytics_Layouts_vod object page layouts.

    An_TC_Growth_vod

    Territory Comparison

    S-Control for Analytics’ Sales Growth Report for Territory Comparison. Used for display on Analytics_Layouts_vod object page layouts.

    An_TC_Prod_Sales_Details_YY_vod

    Territory Comparison

    S-Control for Analytics’ Product Year Over Year Comparison. Used to display on Analytics Layout object's page layout.

    An_TC_Sales_Details_YY_vod

    Territory Comparison

    S-Control for Analytics’ Year Over Year Comparison. Used to display on Analytics_Layouts_vod object page layouts. This report displays data for Company Products only.

    An_Territory_Payer_Details_vod

    Territory Payer Analysis

    S-Control for Territory Payer Analysis Formulary Details. To be displayed on Analytics_Layouts_vod object page layouts. Must be placed as a single S-Control on a row of the Page Layout.

    An_Territory_Payer_Trends_vod

    Territory Payer Analysis

    S-Control for Territory Payer Analysis Payer Trends. To be displayed on Analytics_Layouts_vod object page layouts.

    An_Territory_Payer_Products_vod

    Territory Payer Analysis

    S-Control for Territory Payer Analysis Payer Business by Product. To be displayed on Analytics_Layouts_vod object page layouts.

    An_Territory_Top_Accounts_vod

    Territory Payer Analysis

    S-Control for Territory Payer Analysis Top Accounts List. To be displayed on Analytics_Layouts_vod object page layouts. Must be placed as a single S-Control on a row of the Page Layout.

    An_TSA_Acc_List_vod

    Territory Sales Analysis

    S-Control for Analytics’ Account List for Territory Sales Analysis. User for display on Analytics_Layouts_vod object page layouts. Must be placed as a single S-Control on a row of the Page Layout.

    An_TSA_AVG_Sales_vod

    Territory Sales Analysis

    S-Control for Territory Sales Analysis Average Sales by Territory. To be displayed on Analytics_Layouts_vod object page layouts.

    An_TSA_Goals_Details_vod

    Territory Sales Analysis

    S-Control for Territory Sales Analysis Goal Details report. To be displayed on Analytics_Layouts_vod object page layouts.

    An_TSA_Growth_vod

    Territory Sales Analysis

    S-Control for Territory Sales Analysis Growth by Territory. To be displayed on Analytics_Layouts_vod object page layouts.

    An_TSA_Sales_Details_vod

    Territory Sales Analysis

    S-Control for Territory Sales Analysis Sales Details. To be displayed on Analytics_Layouts_vod object page layouts.

    An_TSA_Sales_Details_By_Territory_vod

    Territory Sales Analysis

    S-Control for Territory Sales Analysis Sales Details by Territory. To be displayed on Analytics_Layouts_vod object page layouts. This report displays data for Company Products only.

    An_TSA_Sales_Details_By_Territory_YY_vod

    Territory Sales Analysis

    S-Control for Territory Sales Analysis Year Over Year Comparison by Territory. To be displayed on Analytics_Layouts_vod object page layouts. This report displays data for Company Products only.

    An_TSA_Sales_Details_YY_vod

    Territory Sales Analysis

    S-Control for Territory Sales Analysis Year Over Year Comparison.  To be displayed on Analytics_Layouts_vod object page layouts.

    An_TSA_Sales_Trends_By_Territory_vod

    Territory Sales Analysis

    S-Control for Territory Sales Analysis Sales Trends by Territory. To be displayed on Analytics_Layouts_vod object page layouts. This report displays data for Company Products only.

    An_TSA_Sales_Trend_vod

    Territory Sales Analysis

    S-Control for Territory Sales Analysis Sales Trends. To be displayed on Analytics_Layouts_vod object page layouts.

  5. Ensure the page layout assignment correctly maps page layouts to record types.
  6. Load the sales data files for the reports.

The Download to Excel button is not available on mobile devices and browsers.

Admins can use the Translation Workbench within Salesforce to re-label the record types as desired. The labels of the record types display to end users in the Report Picklist at the top of the Analytics tab.

Configuring Account Summary Page Layouts

To allow users to view the Account Summary report for an account in Salesforce Classic, add the Account Summary button to the Custom Buttons section of the appropriate Account object page layout. For Lightning users, add the Account Summary Mobile & Lightning Action to the Salesforce Mobile and Lightning Experience Actions section of the appropriate Account object page layout.

Admins can also define page layouts for the Account Summary report that are specific to record types on the Account object. 

To create an Account Summary page layout for an Account object record type:

  1. Create a record type on the Analytics_Layouts_vod object matching the Account object record type exactly.
  2. Create a page layout on the Analytics_Layouts_vod object.
  3. Add the appropriate Account Summary S-Controls to the new page layout.
  4. Assign the new page layout to the new record type.

Veeva CRM Lightning Ready does not support S-controls. Admins for Lightning Ready orgs should instead configure the AccountSummaryLgtnVod Visualforce page.

When viewing the Account Summary report, Fixed Reports checks if the record type of the Account currently being viewed matches a record type on the Analytics_Layouts_vod object. If there is a match, the page layout of the match is used. If there is not a match, the Account_Summary_vod record type page layout is used to display the Account Summary report.

Configuring the Account Summary Report for Mobile Devices

The following Account Summary reports are supported on mobile devices:

  • Goal Details
  • Market Share Trends
  • Sales Trends
  • Sales Details
  • Top 5 Payers
  • Top 5 Payers By Product
  • Top 10 Payers
  • Top 10 Payers By Product

To allow mobile users to view the Account Summary report:

  1. Grant end user profiles FLS read permission to the Do_Not_Sync_Sales_Data_vod field on the Account object.
  2. Grant end user profiles OLS Read access to and enable VMOCs for the following objects:
    • Analytics_Files_vod
    • Analytics_Data_Channel_vod
    • Analytics_File_Market_Map_vod
    • Analytics_Layouts_vod
    • Analytics_Markets_vod
    • Analytics_Product_Group_vod
    • Data_Map_Template_vod
    • Data_Map_Template_Field_vod
    • Product_Group_Map_vod
    • Preferences_vod
    • Product_vod
    • Product_Group_vod
    • Sales_Transaction_vod

    If you are loading product events to display on the Sales Trends report, end users must also have OLS Read access to the Product_Event_vod object, along with a VMOC enabled for the object. See Loading Product Events for more information.

  3. Select the ENABLE_OFFLINE_VINSIGHTS Veeva Setting check box.
  4. Ensure Product_Group_Map_vod records exist for all Analytics_Product_Group_vodd records marked as company products. This is required so users can view sales data for the markets that correspond to their aligned company products. See Loading Product Data from Sales Data Files for more information.

To limit the number of data types downloaded to the mobile device:

  1. Add the Enable_for_Offline_vod field to the Data_Map_Template_vod object page layout.
  2. Select the Enable_for_Offline_vod check box on the Data_Map_Template_vod records you want to download.
  3. Customize the VMOC WHERE clause criteria for the Data_Map_Template_vod object to reference the Enable_for_Offline_vod field.

To prevent analytics sales data for certain accounts from being downloaded to the mobile device, select the Do_Not_Sync_Sales_Data_vod field on the appropriate Account record.

Fixed Reports sales data syncs after the CRM data and CLM syncs are complete. To enable a prompt for users to confirm the Fixed Reports sync before it begins, select the VINSIGHTS_CONFIRM_SYNC_vod Veeva Setting check box.