Reports

Job Impact Dashboard

A new dashboard can help you understand how jobs that add or change records have impacted your Network instance.

Each tile on the dashboard displays counts of the changes made by the jobs that you want to view. For example, you can view the changes made by a specific job or changes made by all jobs over the past day.

Network provides several predefined tiles and you can create custom tiles to query specific revision data.

This feature is enabled by default in your Network instance.

About the dashboard

All users with reporting access see the same Job Impact Dashboard. Any changes made to the dashboard apply to all users.

Each dashboard tile is a query that uses revision history reporting tables to provide a record count of the changes.

By default, six tiles display on the dashboard. To display additional tiles, click Manage Dashboard and enable them on the Job Impact Dashboard Settings page. A maximum of 21 tiles can be enabled.

Tile Details

• Report (query) name

• Description of query

• Count of data changes

Click the count to open a Network table containing the record details.

All Network table actions are available. For details see the Network tables topic in the Veeva Network Online Help.

Each VID is a link that opens the record profile in a new browser tab.

Supported objects

The dashboard can show changes for any enabled object in your Network instance by leveraging the related revision table.

• Veeva standard objects (HCP, HCO, Address, License, Parent HCO, Custom Keys)

• custom objects

Supported users

The Job Impact Dashboard uses Network's reporting feature to query the data and provide record counts. The dashboard is available for any user that has access to the Reports feature in the Network UI.

The ability to explore the results and manage the dashboard tiles depends on the permissions assigned to each user account.

Dashboard Activity	Permission Required	User Types
View dashboard	Set the Reports option to Display Tab. Otherwise, the user cannot see the dashboard.	All user types
View report results	The Report Results setting determines the data that you can access in the dashboard results. Restricted - Limited by user's data permissions. Unrestricted - Access to all data.	All user types
Create and edit dashboard tiles using SQL queries	Set the SQL Query Editor option to Allow.	This applies to Data Stewards, Standard Users, and System and Data Admin users. Access for System Administrators or Data Managers is controlled by the Reports option (see first row above).

Access the dashboard

The Job Impact Dashboard can be accessed from the Reports menu or from any source system or subscription that adds or changes data in your Network instance.

Network menu bar

• Click Reports > Job Impact Dashboard.

When you open the dashboard, no filters are applied. Use the Filter By panel to choose the job data that you want to view.

By default, the Start Date filter is set to yesterday's date.

Access the dashboard from a system or subscription

Systems and subscriptions contain a View Job Impact Dashboard button in the Job History section or on Job Details page. When you navigate to the dashboard from a specific subscription or job, the dashboard is automatically filtered to show you the relevant details.

Example

Filter the dashboard

Use the Filter By panel to choose the job data that you want to view.

Filter options

• Job ID - Type a specific job ID.

  Job ID filters ignore all other defined filters because it's for a specific job.

• Subscriptions - Displays all subscriptions that add or change data in your Network instance.

• Time Period - Specify a duration.

  • Last day

  • Last 7 days

  • Last month

  • Last 3 months

• Start Date - Specify the first day to query data changes.

  If a Time Period or Start Date is not defined, the default value is yesterday.

• End Date - Specify the last day to query the data.

  If you select a Time Period, the Start Date and End Date are automatically filled.

Important: The dashboard can return results for a maximum three month period. If the Start Date and End Date duration is longer than three months, an error displays.

Filter by subscription

The Subscriptions filter contains all subscriptions that add or change data in your Network instance.

Choosing a job type (for example, OpenData Subscriptions) will return results for all subscriptions listed in that section . Alternatively, you can choose one or a few subscriptions under one or multiple job types.

Supported subscriptions

Subscription jobs are organized into categories and listed alphabetically.

Job Type	Subscription
Tasks	Add and Change Requests
	Suspect Matches
	Unmerged Records
Data Maintenance Includes Data Maintenance subscription jobs and other related jobs.	Cluster Management (listed by country using the 2-letter country code)
	Download related OpenData HCOs (OpenData subscription setting)
	Key HCO Networks
	Network Address Inheritance
	Sub-object Inactivation
	Anonymize Deleted HCP Records
	Data Deduplication
	Delete Custom Object Records
	Delete Locally Managed Records
	Unsubscribe from OpenData Records
Data Updater	Update Records
	Merge Records
OpenData Ad Hoc Downloads	One-time download or update using the following ad hoc jobs: Ad Hoc Download (OpenData country subscription) Download from OpenData (search results, record profiles) Sync with OpenData (search results, data lineage) For details about ad hoc jobs, see Downloading records from Veeva OpenData. Jobs are organized by OpenData regions (for example, OpenData EMEA Region). For details about these regions, see OpenData countries.
OpenData Subscriptions	Enabled individual country subscriptions are listed using the 2-letter country code (example, OpenData GB)
Source Subscriptions	Categorized system name. Each subscription associated to the system is listed alphabetically.

Manage your dashboard

Click Manage Dashboard to manage the available tiles and to create new tiles.

Available actions

• Search - Find a tile by keyword in the Name or Description.

• Enable - Display a tile on the dashboard.

• Disable - Remove a tile from the dashboard.

• Re-Order - Use the Handle icon to move a tile to a different position on the dashboard.

• View tiles - By default, all tiles display. To view enabled tiles only, select Only show active tiles.

• Delete - Remove a tile from your Network instance. (Admin and System & Data Admin users only).

• Edit tiles - Update the existing tiles. Click the name of the tile to open the details page.

• Create tiles - Click Add Tile to define a custom query.

Available tiles

Network provides the set of predefined tiles (queries).

Tile Name	Description
Added addresses	Addresses added to this instance.
Added custom keys	Custom keys added to this instance.
Added licenses	Licenses added to this instance.
Added HCOs	HCOs added to this instance.
Added HCPs	HCPs added to this instance.
Added Parent HCOs	Parent HCOs added to this instance.
Inactivated addresses	Addresses that have been inactivated. Results include addresses with any record state that have their address_status__v field changed to "I".
Inactivated custom keys	Custom keys that have been inactivated. Results include custom keys that have their custom_key_status__v field changed to "I".
Inactivated HCOs	HCOs that have been inactivated. Results include HCOs with any record state that have their hco_status__v field changed to "I".
Inactivated HCPs	HCPs that have been inactivated. Results include HCPs with any record state that have their hcp_status__v field changed to "I".
Inactivated licenses	Licenses that have been inactivated. Results include licenses with any record state that have their license_status__v field changed to "I".
Inactivated Parent HCOs	Parent HCOs that have been inactivated. This query returns Parent HCOs with any record state that have their parent_hco_status__v changed to "I".
Invalidated addresses	Addresses that have been invalidated. Results include addresses with any record state that have their record_state__v changed to "INVALID".
Invalidated custom keys	Custom keys that have been invalidated. Results include custom keys with any record state that have their record_state__v changed to "SD" (Source Deactivated).
Invalidated licenses	Licenses that have been invalidated. Results include licenses with any record state that have their record_state__v changed to "INVALID".
Invalidated HCOs	HCOs that have been invalidated. Results include HCOs with any record state that have their record_state__v changed to "INVALID".
Invalidated HCPs	HCPs that have been invalidated. Results include HCPs with any record state that have their record_state__v changed to "INVALID".
Invalidated Parent HCOs	Parent HCOs that have been invalidated. Results include Parent HCOs with any record state that have their record_state__v changed to "INVALID".
Merged addresses	Addresses that have been merged. Results include the merge loser and the VID of the winning address record.
Merged HCOs	HCOs that have been merged. Results includes the merge loser and the VID of the winning record.
Merged HCPs	HCPs that have been merged. Results include the merge loser and the VID of the winning record.

Add a tile

To create a custom tile:

1. On the Job Impact Dashboard page, click Manage Dashboard.

2. The Job Impact Dashboard Settings displays the list of tiles. Click Add Tile.

   Important: The button is not active if there are 21 tiles enabled on the dashboard. Remove a tile by changing its status to Disabled. Then, the Add Tile button will be active.

3. On the New Tile page, define a meaningful Name and Description

4. In the Query section, add the SQL query for the tile. You can create a new query or customize any of the sample queries.

   Options

   • Use a sample query - Use a sample query as a starting point. You can change the query to suit your requirements.

     

   • Create a query

     The SQL of a query is validated as you type.

     Tips for creating a SQL query:

     1. Create the query in the SQL Query Editor to confirm it returns the desired results. Then, copy and paste the tested query into the New Tile page.

     2. Queries must include revision history tables (for example, hcp_revision, address_revision) so the dashboard filters can be applied.

        If a query does not include revision history tables, the query will run and a count will display but it will be static.

     3. Tile results count the rows returned by your query. Results shown in the Network table include fields specified in the SELECT section of your query. Include at least the entity vid__v field so users can add additional columns in Network tables.

     

Edit tiles

On the Job Impact Dashboard Settings page, click a tile name to view the details.

You can change any of the existing tiles by updating the name, description, status, or SQL query.

Tip: If you change a query, copy it to the SQL Query Editor to confirm it produces the desired results.

Logs

Administrators can track updates to the dashboard using the following logs:

• System Audit History - View updates made to the tiles on the dashboard.

• Reporting Audit History - Tracks queries run by the dashboard.