29 Maintaining Reporting Regions

ClearTrial allows you to group reporting regions for studies based on your company's global organizational structure and accounting practices with the Reporting Regions List Screen.

This screen allows you to create, edit, and delete reporting region names and to map countries to reporting regions. Mapping allows you to view the budget by location with the Monthly Budget by Reporting Region Report on the Reports tab for a plan.

Working with Reporting Regions

To work with Reporting Regions, select Reporting Regions from the Maintain drop-down menu. This screen displays currently defined reporting regions, along with the ability to create, edit, and delete them.

Roles

To work with Reporting Regions, you must have the Reporting Regions Admin Role. Users without this role can only view reporting regions. This role is an additional role that can be granted by your System Administrator.

Adding and Mapping Reporting Regions

The Reporting Regions List Screen allows you to add new reporting regions and map them to countries.

To add and map a reporting region:

1. Navigate to the Reporting Regions List Screen.

2. Click the New Reporting Region button or type a reporting region name in the list. You can also press enter on the keyboard to add groups.

3. Click the Map Countries to Reporting Regions button and select a reporting region for each country on the list.

4. Click OK.

Editing Reporting Regions

To edit a reporting region:

1. Navigate to the Reporting Regions List Screen.

2. Click the pencil icon next to the reporting region you need to edit and make changes. Click Save.

Deleting Reporting Regions

To delete a reporting region:

1. Navigate to the Reporting Regions List Screen.

2. Select Reporting Regions from the Maintain menu.

3. Click the trash icon to delete reporting regions.

4. Click Save.