Reviewing summary data for a set of visits

Use this procedure to review the summary counts of all operational data by visits to ensure that started visits are completed and cleaned.

Note: Some values of summary information that appear for a user may be larger than the sum of individual records that are viewable by a user. This occurs because the Data Viewer summarizes state counts for all users, and does not consider the rights that a particular user has to view certain data.

1. In the navigation toolbar, click Review.

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

2. If necessary, to display the summary data by visits, in the toolbar, click Visits.
3. Do any or all of the following:
   • Filter the data.

     For more information, see Filtering data for all views in the Data Viewer.

   • Sort the columns in the Summary Data Table.

     For more information, see Sorting data in the Data Viewer.

   • Customize the columns in the Summary Data Table.

     For more information, see Customizing the columns in the Data Viewer.

   • Review the form and item comments.

     For more information, see Reviewing comments across a single form and one or more subjects, visits, or sites or Reviewing comments across all forms.

   • Export data from the current Summary View.

     For more information, see Exporting data to Excel.

4. Optionally, display the list of forms available for a visit.
   1. In the Visit column, click a specific visit.
   2. 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.