Displaying the Record Listing View

Use this procedure to navigate to the Record Listing View in the Data Viewer. The details that appear on the page depend on which Summary View grouping and which data cell you navigate from.

1. In the navigation toolbar, click Review.

   The Summary View appears.

2. To change the grouping of the summary data, in the toolbar, click Sites or Visits.
3. Single-click any contextual cell (that is, a visit or site cell), or any cell that contains an operational data count.
4. In the toolbar, click Go to Record Listings.

   The Record Listing View appears. For a description of the fields on this page, see Components—Record Listing View.

   • If you selected a contextual cell, the visit or site you clicked in the Summary View is selected in the Filters pane.
   • If you selected a data cell, the state you clicked and the contextual data (that is, the visit or site) of the clicked row is selected in the Filters pane.

   Either action opens the Record Listing View for the first available form. The first available form is the first form in the Forms pane, which is sorted in alphabetical order, that has instances that satisfy the current filter criteria.

   The filter criteria from the Summary View page are carried over into the Record Listing View and appear in the Filters pane.

5. In the Record Listing View, single-click:
   • A cell in the Site column to add it to the filter criteria.
   • A cell in the Subject column to add it to the filter criteria, and open the single subject view of the form across all visits (also called the Record Listing Single Subject View).

     Data for the current form for the selected subject across all visits appears in the Form Data Table. All features available for the standard Record Listing View are available for the Record Listing Single Subject View. For more information, see Record Listing Single Subject View.

   • A cell in the Visit column to add it to the filter criteria.
   • A cell in the Form column to navigate to the CRF.

     For more information, see Navigating from the Data Viewer to a CRF.

   • One or more data cells to activate them, so that you can perform an action on the selected records using the options in the toolbar.
   • A single data cell to update the contents of the Detail Pane to show information for the selected cell.
6. From the Record Listing View, click the arrow in the lower-right corner of the page to open the Detail Pane.

   For more information, see Detail Pane—Record Listing View.