# Monitoring Dashboards and Reports for Sites

Source: https://sites.veevavault.help/gr/sitevault/monitoring/site-mon-dash/

SiteVault offers several reporting tools to provide an overview of your documents and monitoring activities. While you can access the reports individually, the dashboard provides a comprehensive look at the most requested data.

## Monitor Review Dashboard for Sites

This dashboard is a convenient tool that gathers the most requested monitoring data into one view. Each tile represents an individual report or data point. Select the data or image in a tile to access the individual report providing the overview. This dashboard is a standard dashboard and cannot be edited. However, you can make a copy of the dashboard (All Actions menu \> Copy Record) and edit it to your preferences.

1. Navigate to **Reporting \> Dashboard**.
2. Select **Monitor Review Dashboard for Sites**.
3. Select and apply a study filter (required upon first access, edit as needed).
4. Select the data or image in a tile to access the report providing the overview (available for most tiles).

## Standard Monitoring Reports

SiteVault offers preset standard reports with data and tools often requested to assist sites with the monitoring process. Standard reports cannot be edited. However, you can make a copy of a report (All Actions menu \> Copy Record) and edit it to your preferences.

1. Navigate to **Reporting \> Reports**.
2. Expand the **Report Type Filter** to select applicable reports. Once selected, consider saving the view (select Save View As) for future quick access to your preferred list of monitoring reports.

[![Site Monitoring Report Filters](/gr/uploads/sitevault/images/help/sv-mon-site-reports-type-filter.png) ](/gr/uploads/sitevault/images/help/sv-mon-site-reports-type-filter.png)

1. Select a report to view the data.

## Create a Report

You can create your own SiteVault report, tailored to your preferences.

1. Navigate to **Reporting \> Reports**.
2. Select the **+ Create** button in the top right.
3. Select **+ Report**.
4. Select the report type. This will determine the data available to you on the next page.
5. If requested, complete any required fields.
6. Provide a name for the report. If you skip this step, you can enter these details when saving the report.
7. Optionally, provide a description of the report.
8. Select the preferred format.
9. Select **Continue**.
10. Optionally, create any preferred formula fields.
11. Optionally, create any preferred conditional fields.
12. Optionally, complete any preferred filter details.
13. Review Advanced Options for any applicable tools/settings.
14. Select **Run** to run the report.
15. If you are satisfied with the report settings or want to return to it later, select **Save**.