Reports

Reporting on OpenData hierarchies

26R1

Advanced reporting users can use two new hierarchy tables to report on data in OpenData instances.

  • OpenData Flat Primary Hierarchy - Use to report on the records that Veeva OpenData considers as primary.

  • OpenData Rollup Hierarchy - Use to see how HCPs and HCOs roll up within all the levels within the Hierarchy. This is a way to denormalize the hierarchy structure.

The tables will be available in the SQL Query Editor in June 2026. They are enabled by default if Reporting on OpenData is enabled in your Network MDM instance.

For detailed information about the required permissions for reporting on data in the OpenData regional instances, see Reporting on OpenData.

Access the OpenData tables

OpenData reporting tables are available for countries where you subscribe to all records.

  1. On the Network menu bar, click Reports > SQL Query Editor.

  2. In the tree view, expand the OpenData category and the region folder, for example, OpenData NA.

    The tables are supported for the following regions:

    • NA (US)

    • EMEA

    • AU

    • LatAm

OpenData Flat Primary Hierarchy

The opendata_<region>.flat_primary_hierarchy table stores the path of the primary relationship for each record.

The table follows the logic used for the existing flat hierarchy table. It identifies the source entity, it's primary ancestor, and provides the shortest path distance between the two entities. For details, Flat hierarchy in the Veeva Network MDM Online Help.

Table definition

The table definition is based on the Parent HCO object where the is_primary_relationship__v field is true.

The table contains the following default fields (columns). Additional columns can display depending on the region.

Field Name Field Label Field Type Description
ancestor__vid__v Ancestor Network ID Network ID Network ID of the ancestor record.
entity_vid__v Network ID of Owner Network ID Network ID of the entity record.
ancestor_name__v Ancestor Entity Name Network ID Name of the ancestor record.
ancestor_type__v Ancestor Entity Type Reference Type of the ancestor record.
entity_name__v Entity Name Text Name of the entity record.
entity_type__v Entity Type Reference Type of the child record.
hco_type__v_ancestor HCO Type (Ancestor) Reference HCO type of the ancestor record.
hco_type__v_entity HCO Type (Entity) Reference HCO type of the entity.
hcp_type__v_entity HCP Type (Entity) Reference HCP type of the entity.
modified_date Modified Date Date Time The last modified date of an entity or relationship in the path.
path_distance Path Distance Number Distance of the entity to the ancestor. Direct relationships have 1 as the distance.

A value of 2 means that there is another HCO between the entity and the parent HCO.

path_info Path Info Text Full path from entity to ancestor using names. The names are separated by the pipe (|) character.
path_info_vid Path Info with Network ID Text Full path from entity to the ancestor using Network IDs. The Network IDs are separated by the pipe (|) character. The Network ID of the entity displays first and then the parent HCO Network ID.
path_status Path Status Reference Status of the path. The value is always Active. Paths that are inactive do not display in the reporting table.
primary_country__v_ancestor Primary Country (Ancestor) Reference The primary country of the ancestor record.
primary_country__v_entity Primary Country (Entity) Reference The primary country of the entity.
record_state__v Record State Reference State of the path. The value is always Valid. Paths that are not valid do not display in the reporting table.
veevaid__v_ancestor Veeva ID (Ancestor) Text The Veeva ID of the ancestor record.
veevaid__v_entity Veeva ID (Entity) Text The Veeva ID of the entity.

Example report

Query the table to display the flat primary hierarchy for a specific HCP.

SELECT
        *
    FROM
        opendata_na.flat_primary_hierarchy
    WHERE
        veevaid__v_entity = 'V01242979819376083968'

Results

Roll-up Hierarchy table

The opendata_<region>.rollup_hierarchy table is a new materialized view designed to resolve specific analytical challenges. It simplifies complex, variable hierarchies by flattening them into fixed levels, such as L1 through L4. This allows sales and incentive compensation teams to run reports without managing the underlying hierarchy depth.

Using this table will make it easier to report on hierarchies downstream, especially if you're looking for fixed levels.

Key details

  • The reporting table is available only for querying OpenData instances.

  • The roll-up hierarchy is not part of the data model in your Network MDM instance.

  • Changes to the hierarchy must be submitted on the HCP or HCO record.

  • The materialized view is calculated on a daily basis.

Table definition

The table is based on the Parent HCO object where the is_primary_relationship__v field is true.

The different hierarchy levels are represented as the following columns:

Label Name Description
Entity Object Veeva ID entity_veevaid__v Veeva ID of the HCP or HCO that is the source of this rollup.
Entity Name entity_name__v Name of the HCP or HCO that is the source of this rollup.
Entity Object Type entity_object_type__v Either HCP or HCO.
Primary Affiliation Veeva ID prim_affl_veevaid__v Name of the primary parent this HCO or HCP rolls up to.
Primary Affiliation Name prim_affl_name__v Veeva ID of the primary parent of this HCO or HCP rollup.
Main Org Veeva ID main_org_veevaid__v Primary institution-level facility Veeva ID (e.g., hospital/clinic). Acts as an HCP's main workplace or the overarching institution for a smaller HCO.
Main Org Name main_org_name__v Primary institution-level facility name (e.g., hospital/clinic). Acts as an HCP's main workplace or the overarching institution for a smaller HCO.
Top Org Veeva ID top_org_veevaid__v The Veeva ID of the ultimate parent organization (e.g., Global Headquarters, Health System) of the HCP's primary affiliation.
Top Org Name top_org_name__v The name of the ultimate parent organization (e.g., Global Headquarters, Health System) of the HCP's primary affiliation.
Hospital Parent Veeva ID hospital_parent_veevaid__v Veeva ID of the hospital that this HCO or HCP rolls up to.
Hospital Parent Name hospital_parent_name__v Name of the hospital that this HCO or HCP rolls up to.
Regional Health System Veeva ID regional_system_veevaid__v The Veeva ID of the subsidiary system this HCO or HCP rolls up to.
Regional Health System Name regional_system_name__v Name of the Subsidiary System this HCO or HCP rolls up to.

Example

Table logic

Each table contains the following components:

  • Source - The starting point (bottom) of the hierarchy. Fields: Entity Object Veeva ID, Entity Name, Entity Object Type.

  • Roll-Up Levels - The fixed levels for each hierarchy. The Veeva ID and Name of the record is stored for each level.

    Due to the varying health system layers globally, each OpenData region has their own rules to define the roll-up levels.

Regional rules to define roll-up levels

  US EMEA APAC LatAm
Primary Affiliation Direct primary affiliation of the source entity.

If there is no primary, the source record is repeated.

Main Org Direct primary of the primary affiliation.

If there is no primary, the primary affiliation record is repeated.

Direct primary of the primary affiliation & the record must be a hospital or an Italian Outpatient Center.

If there is no primary, then the primary affiliation record is repeated.

Direct primary of the primary affiliation & the record cannot be a department.

If there is no primary, then the primary affiliation record is repeated.

Direct primary of the primary affiliation.

If there is no primary, the primary affiliation record is repeated.

Top Org Highest level in the hierarchy.

If there is no record above the Main Org, then the Main Org is displayed.

Highest level in the hierarchy that meets the following criteria for these countries (primary_country__v):

France
HCO Local Type = Territorial Hospital Group (THGE)
or
HCO Ownership = Private (PRIV)
OR
Germany
HCO Local Type = Health System (HSEY)
OR
Spain
HCO Local Type = Health Care System Administration(HCSA) or Health Insurance Provider (HIPE)
OR
United Kingdom
HCO Local Type = Health and Social Care Partnership (HASC), Integrated Care System (ICSN), or Health Board (HBEO)

 

Otherwise, the record Main Org will be used.

Highest level in the hierarchy. If there is no record above the Main Org, then the Main Org is displayed. Highest level in the hierarchy. If there is no record above the Main Org, then the Main Org is displayed.
Hospital Parent First hospital in the hierarchy. First hospital in the hierarchy. Highest hospital in the hierarchy. First hospital in the hierarchy.
Regional Health System Second highest IDN in the hierarchy. First health system in the hierarchy. Highest health system in the hierarchy. First health system administrative record in the hierarchy.

Examples

Example 1 - Roll-ups to a specific HCO in a health system

In this example, we'll report on the levels in the Mayo Clinic that roll-up to the Mayo Clinic-La Crosse WI hospital.

SELECT
        *
    FROM
        opendata_na.rollup_hierarchy
    WHERE
        top_org_veevaid__v = 'V02242976927730631680'
        AND hospital_parent_veevaid__v = 'V02242976961360561152'

Results

Example 2 - Roll-ups for an HCP

Report on the roll-up levels for a specific HCP.

SELECT
        *
    FROM
        opendata_na.rollup_hierarchy
    WHERE
        entity_veevaid__v = 'V01242979819376083968'

Results

Export to data warehouse

To integrate this data into your data warehouse, include the tables in your target subscription using transformation queries.

Since delta tracking is unavailable for the roll-up hierarchy and flat hierarchy, we recommend a truncate-and-load strategy (completely clear and reload the data) to push data to your data warehouse. This is the best way to ensure your data remains accurate and consistent.

Veeva ID links in results

26R1

Report results that include the Veeva ID (veevaid__v) field display a link for each ID. Click the link to open the record profile in a new browser tab.

This enhancement is enabled by default.

Revision history reporting

25R3.1

Advanced reporting users can now easily track the source of record changes by including DCR IDs in their revision history reports (SQL Query Editor > Revision History).

On a record's Revision History, each revision made from a change request includes the DCR ID. If the revision did not originate from a change request, this field is empty.

The DCR ID (change_request_id) is now available in the Revision History reporting table. Join the revision table to the change request table using the new column. The report results display the DCR ID which you can click to open the associated task.

This enhancement is enabled by default in your Network MDM instance.

Available data

Data will be populated for all new revisions created by change requests. Historical data will not be back-filled.

Example query

SELECT 	revision.entity_vid__v,
		revision.record_version__v,
		change_request.change_request_id,
		change_request.created_by AS "Requestor"
FROM revision
JOIN change_request USING (change_request_id)

Example results