Generating, saving, and printing a report

The View System that you select determines the reports that you can run.

For more information, see About reports.

1. In the Project Explorer, select a study object (study design, study element, study event, form, section, item, codelist, codelist item, mapping, data set, or data series).
2. Select Actions > Reports.

   or

   Right-click the study object, and select Reports.

   If the study contains unsaved objects, a dialog box appears, asking if you want to save the changes to you made to your study.

3. Click Yes.

   The Reports dialog box appears.

4. From the Reports drop-down list, select a report, and click Run Report.

   Note: You can open the Reports dialog box for all study objects. If no reports are available for the study object, There are no reports for the selected object appears in the drop-down list.

5. To save the report:
   1. Click Save As.

      The Save As dialog box appears.

   2. Navigate to the location in which to save the report.
   3. In the File name field, type the name of the report, and click Save.

   The report is saved as a CSV file.

   Note: The saved CSV file is UTF-8 encoded to accommodate international characters. You can open the saved file by double-clicking the file or selecting File > Open in the Microsoft Excel spreadsheet software.

6. To print the report, click Print.

Note: When you generate a report for a study that contains an invalid workflow, an error occurs, and the report cannot be run.

For more information, see Invalid workflows.