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Generating Oracle BI Publisher Reports for Document Tracking

Siebel Clinical can be integrated with Oracle Business Intelligence Publisher (BI Publisher) for generating reports. You can generate, view, and schedule preconfigured Oracle BI Publisher reports in Siebel Clinical. For more information about using Siebel Reports and integrating with Oracle BI Publisher, see Siebel Reports Guide.

The following preconfigured clinical document tracking reports are provided:

• Site Document Tracking
• Protocol Level Document Tracking
• Region Level Document Tracking
• Protocol Document Tracking Across Sites
• Regional Document Tracking Across Sites

This task is a step in Process of Managing Sites and Contacts for Clinical Trials.

Generating Reports for Site Document Tracking

This topic describes how to generate the preconfigured Site Document Tracking report for Oracle BI Publisher.

To generate a report for site document tracking

1. Navigate to the Site Management screen, then the Protocol Site List view.
2. In the Protocol Site list, drill down on the site number field of the site for which you want to generate an Oracle BI Publisher report.
3. Navigate to the Document Tracking view.
4. On the application toolbar, click the Reports icon.
5. In the Run Report pane, complete the appropriate fields.

   Some fields are described in the following table.

   Field	Comments
   Report Name	Select the Site Document Tracking report.
   Output Type	Select the output type for the report.

6. Click Submit.

   The report runs.

7. Click My Reports to navigate to the Reports view of the BI Publisher Reports screen.

   A record for the report appears in the Reports view. For information about viewing and printing the report, see Siebel Fundamentals for Siebel Open UI

Generating Reports for Protocol Level Document Tracking

This topic describes how to generate the preconfigured Protocol Level Document Tracking report for Oracle BI Publisher.

To generate a report for protocol level document tracking

1. Navigate to the Protocols screen, then the Protocol List view.
2. In the Protocol list, drill down on the protocol number field of the protocol for which you want to generate an Oracle BI Publisher report.
3. Navigate to the Document Tracking view.
4. On the application toolbar, click the Reports icon.
5. In the Run Report pane, complete the appropriate fields.

   Some fields are described in the following table.

   Field	Comments
   Report Name	Select the Protocol Level Document Tracking report.
   Output Type	Select the output type for the report.

6. Click Submit.

   The report runs.

7. Click My Reports to navigate to the Reports view of the BI Publisher Reports screen.

   A record for the report appears in the Reports view. For information about viewing and printing the report, see Siebel Fundamentals for Siebel Open UI.

Generating Reports for Region Level Document Tracking

This topic describes how to generate the preconfigured Region Level Document Tracking report for Oracle BI Publisher.

To generate a report for region level document tracking

1. Navigate to the Regions screen, then the Region List view.
2. In the Region list, drill down on the Region field of the region for which you want to generate an Oracle BI Publisher report.
3. Navigate to the Document Tracking view.
4. On the application toolbar, click the Reports icon.
5. In the Run Report pane, complete the appropriate fields.

   Some fields are described in the following table.

   Field	Comments
   Report Name	Select the Region Level Document Tracking report.
   Output Type	Select the output type for the report.

6. Click Submit.

   The report runs.

7. Click My Reports to navigate to the Reports view of the BI Publisher Reports screen.

   A record for the report appears in the Reports view. For information about viewing and printing the report, see Siebel Fundamentals for Siebel Open UI.

Generating Reports for Protocol Document Tracking Across Sites

This topic describes how to generate the preconfigured Protocol Document Tracking Across Sites report for Oracle BI Publisher.

To generate a report for protocol document tracking across sites

1. Navigate to the Site Management screen.
2. On the application toolbar, click the Reports icon.
3. In the Run Report pane, complete the appropriate fields.

   Some fields are described in the following table.

   Field	Comments
   Report Name	Select the Protocol Document Tracking Across Sites report.
   Output Type	Select the output type for the report.

4. Click Submit.

   The report runs.

5. Click My Reports to navigate to the Reports view of the BI Publisher Reports screen.

   A record for the report appears in the Reports view. For information about viewing and printing the report, see Siebel Fundamentals for Siebel Open UI.

Generating Reports for Regional Document Tracking Across Sites

This topic describes how to generate the preconfigured Regional Document Tracking Across Sites report for Oracle BI Publisher.

To generate a report for regional document tracking across sites

1. Navigate to the Site Management screen.
2. On the application toolbar, click the Reports icon.
3. In the Run Report pane, complete the appropriate fields.

   Some fields are described in the following table.

   Field	Comments
   Report Name	Select the Regional Document Tracking Across Sites report.
   Output Type	Select the output type for the report.

4. Click Submit.

   The report runs.

5. Click My Reports to navigate to the Reports view of the BI Publisher Reports screen.

   A record for the report appears in the Reports view. For information about viewing and printing the report, see Siebel Fundamentals for Siebel Open UI.