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Generating Reports for Clinical Site Level Document Tracking


This topic describes how to generate the preconfigured Clinical Site Document Tracking BI Publisher report.

To generate a report for clinical site level document tracking

  1. Navigate to the Site Management screen.
  2. In the Protocol Site List view, drill down on the Site number (#) of the site for which you want to generate a BI Publisher report.
  3. Select the Document Tracking tab.
  4. On the application toolbar, click the Reports icon.
  5. From the BI Publisher section of the Reports menu, select Site Document Tracking.
  6. In the Output Type dialog box, select the output format, and click Submit.
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