Using the Veeva-Provided Custom MyInsights Product Group Subtotals Page

• Browser
• iPad

Users can view order subtotals by product group to meet sales goals with the Veeva-provided custom MyInsights Product Group Subtotals page. Pharmaceutical companies selling generics can ensure their products are available in all key product segments, or product groups, and ensure their sales reps have objectives by volume in those product groups. If a product is part of multiple product groups, the total for each group displays.

You cannot edit custom MyInsights pages using MyInsights Studio, including Veeva-provided custom pages. You can only import and deploy them in MyInsights Studio. Only pages created in MyInsights Studio can be edited with MyInsights Studio. See Managing Custom Pages in MyInsights Studio.

Configuring the Veeva-Provided Custom MyInsights Product Group Subtotals Page

To enable the MyInsights Product Group Subtotals page for users:

1. Ensure Order Management is configured.
2. Grant the following permissions:

   Object	OLS	Record Types	Fields	FLS
   Order_Line_vod	Read	n/a	Bundle_Pack_Name_vod Quantity_vod List_Amount_vod Net_Amount_vod Product_vod Order_vod	Read
   Product_vod	Read	n/a	Parent_Product_vod Product_Type_vod Pricing_Bound_vod Sort_Code_vod	Read
   Product_Group_vod	Read	n/a	Product_vod Product_Catalog_vod	Read

3. Download the Product Group Subtotals content zip file.
4. Create an HTML_Report_vod record with the Orders_vod record type and attach the content zip file. See Creating MyInsights Content for more information.

Viewing the Veeva-Provided Custom MyInsights Product Group Subtotals Page

To view the MyInsights Product Group Subtotals page on a mobile device, navigate to an order, select, Edit, and select the Orders Report tab. The page displays only when the user is in edit mode.

To allow online users to view MyInsights content from an order, see Viewing MyInsights Content Online for more information.