22 Reports Tab

The Reports Tab provides links to several reports based on data from the current plan you are working on.

Each report can be printed and converted to Adobe Portable Document Format (PDF). Reports can also be exported to Microsoft Excel and CSV file formats. There are three types of reports in ClearTrial: Clinical Indicator Reports, Costs Reports, and FTE/Resources Reports.

Clinical Indicator Reports

• Assumptions: Clinical assumptions based on the data entered in each page. This is your scope of work, and follows the flow of how you input the data into the system via the tabs.

• Currency Exchange Rates: Currency exchange rates based on data entry.

• Responsibilities: Responsibilities for tasks, based on the data entered. Driven by the assignments on the Overview and Assignments Tabs.

• Site Approval Schedule - Cumulative: Cumulative site approval curve for the entire study, by week.

• Site Approval Schedule by Location: Site approval curve by week for each location in the study.

• On-Site Monitoring Schedule - Total Hours: Total hours for all on-site monitoring visits for the entire study.

• On-Site Monitoring Schedule by Location: Average hours per on-site monitoring visit for each location in the study.

• CRF Pages - Cumulative: Cumulative CRF pages generated per week for each location in the study.

• CRF Pages by Location: CRF pages generated per week for each location in the study.

• Subject Enrollment - Cumulative: Cumulative subject enrollment per week.

• Subject Enrollment by Location: Subject enrollment per week by location for each location in the study.

• Metrics: Shows various performance and cost metrics.

• Milestone Dates: Critical dates in the study. Used in the RFP process, it is in the typical format of CRO Bid proposals.

• Milestone Timeline Chart: Graphically represents the entire plan and identifies crucial milestones.

Cost Reports

• Plan Summary: A printable view of the Summary Tab with a roll-up of costs by major functional area. You can show all costs or just vendor costs you want to see. If you have not entered Sponsor billing rates, you will just see hours and resources, but not costs.

• Fees by Major Task: A breakdown of fees associated with the study, sorted by major task (such as Site Initiation or Medical Monitoring). Unit costs are not included on this report. Use the Fixed Unit Prices report for unit costs. Use this report as a high level RFP review.

• Fixed Unit Prices: A breakdown of study Fixed Unit Prices. The report can displayed by summary or detail, and by provider or department.

• Pass-Through and 3rd Party Costs: All study pass-through and 3rd party costs. View is customizable by summary and detail, or by provider.

• Monthly Budget: A detailed monthly budget report. View is customizable by provider and other details, such as inflation.

• Monthly Budget by Reporting Region: A summary of the study costs by month over the duration of the study, categorized up by reporting region.

• Labor Adjustments: Breakdown of unit level adjustments by Major Task.

• Cash Flow: This report displays the planned value (PV) versus payments.

• Milestone Payment Schedule: A schedule of payments at each milestone.

• Meetings Report: A breakdown of costs and hours associated with meetings.

• Bid Grid: This report shows a plan-specific bid grid of labor fees and costs for a selected service provider.

FTE / Resource Reports

• Resource / FTE Demand Summary: A breakdown of hours, fees, and FTEs by specific resources involved in the study.

• Resources by Major Task: A detailed view of resource unit hours and other information by Major Task. View is customizable by provider, location, and other details.

• Resources by Department: Resource usage by department. View is customizable by provider, location, and other details. In addition, this report displays overrides at the task-resource level. It shows the ClearTrial default calculated values vs. the overridden values with the variance at the task-resource level.

• Resources by GL Code: This report shows the resource effort for each area of work grouped by GL Code.

• Resource Demand by Date: Details of resource usage over time. View is customizable by provider, time line (quarterly or monthly view), hours, costs, and Major Tasks.

• Resource Demand Chart: Demand for each resource over time. You can run the report by hours or FTE.

• Billing Rates by Resource Name: Billing rates listed for a Service Provider.