From Veeva CRM to Vault CRM: How to Transfer Reports and Dashboards from One System to the Other
Moving usually means packing your boxes, carrying them to your new home—and having everything back in its place. With Reports & Dashboards, however, the transition from Veeva CRM to Veeva Vault CRM isn't quite that simple.
In the CRM system, reports are the type of analyses and overviews that companies in the pharmaceutical CRM environment use in their day-to-day work—for example, to see which visits have taken place, how territories are performing, or which key metrics have changed. That’s exactly why it’s worth taking a look behind the scenes: What’s the best way to handle the migration of our reports?
The short answer: Build a new home instead of moving
Unlike a traditional move, reports unfortunately cannot simply be packed up and unpacked in the new system. Veeva CRM and Vault CRM operate on fundamentally different technical platforms—much like moving into a new apartment or house. While you take your furniture and decor with you, they must be adapted to the new floor plan. However, such a move also offers the opportunity to get rid of furniture that is no longer needed and to purchase new pieces that better fit the new environment.
For companies migrating their CRM system, this means in practice that existing reports are not automatically transferred. They must be rebuilt from scratch in Vault CRM. While this initially requires more effort than just a single click, it also presents a real opportunity.
Renovation as an Opportunity
Over the years, many reports accumulate in every CRM system. Some are used daily, others have long since become obsolete, and a few are hardly known to anyone anymore. Switching to Vault CRM offers the opportunity to thoroughly clear out this “reporting jungle”:
- The focus is on the reports and analyses that are actually needed.
- Duplicate and outdated analyses are consistently removed.
- Reports are adapted to current workflows rather than historical processes.
- At the same time, the quality of the underlying data improves.
In short: Instead of a copy of the old system, the result is something leaner and more tailored to your needs.
Our Recommendation: Here's How We'll Proceed Together—Step by Step
Taking Stock:
What Do We Actually Have?
Before building anything new, we take stock of all existing reports. We ask: Which reports are used regularly? Which ones are redundant or outdated? This assessment serves as the foundation for everything that follows—without it, we would end up building new things that no one needs anymore.
Analysis:
What exactly is changing?
For every report that’s to be retained, we take a closer look: Where does the data come from? Which filters are applied? Who should be allowed to view the report? How should it be presented? Because Veeva CRM and Vault CRM differ in structure, not every report can be transferred on a one-to-one basis—some require a new approach.
Design and Configuration:
The Building Project
Now the reports are actually being created from scratch—right in Vault CRM, using the capabilities the new system offers.
Validation:
The Field Test
Before a report goes live, it is thoroughly tested: Are the numbers correct? Does the filter logic work? Are the right people seeing the report? Only when these questions are answered with a “yes” can we move forward.
Handover:
Departments on Board
Those who use the reports on a daily basis are involved early on. This ensures that the new reports are not only technically accurate but also truly helpful for day-to-day work.
Introduction:
Arriving Together
After the go-live, there will be a brief introductory phase to help everyone get familiar with the new reporting system. Clear responsibilities and regular reviews ensure that our reports remain up-to-date and useful over the long term.
Our Conclusion
For reporting, the transition from Veeva CRM to Vault CRM is not a simple migration, but a deliberate rebuild. This is precisely where the opportunity lies to streamline reporting, focus on what’s essential, and make it more reliable in the long term. Those who approach this process systematically will not end up with a replica of the old system—but with a reporting system that better aligns with today’s way of working.
Your contact
Rely on Sycor’s experts when switching or upgrading your CRM system. With over 20 years of industry expertise and in-depth knowledge of a wide range of systems and requirements, we can provide you with comprehensive support during the migration or upgrade of your CRM system: Schedule an appointment now.
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