Reviewing summary data for a set of sites

Use this procedure to look at operational data summaries for sites focusing on cleaning data site by site to detect if there are data collection issues such as high query rates or incomplete forms.

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 sites, in the toolbar, click Sites.
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 subjects for a site.
   1. In the Site column, click a specific site.
   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.