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Filters pane—Data Viewer

The Filters pane provides options to filter the data that appears in a Data Viewer view.

The filtering criteria appear:

Note: The filtering criteria you set in the Filters pane are carried across all Data Viewer views in the same session, so that you can navigate through different views using a consistent set of filtering criteria.

Components—Filters pane

Component

Description

Save icon

Save filter icon. Click to save the filter selections for the current session.

Saves the current filter selections for the current session. Provide a name for the new filter, or use an existing name to overwrite a filter.

Load filter icon

Load filter icon. Click to select a saved filter.

Does one of the following:

  • Saves the current filter selections for the current session. Provide a name for the new filter, or use an existing name to overwrite a filter.
  • Saves the current filter selections for future use. Opens a folder from which you can choose from previously saved filters.

Delete filter icon

Delete filter icon. Click to delete a saved filter.

Deletes a saved filter.

Filter column data icon

Data Viewer icon. Click to open the Column filter dialog box.

Opens the Column filter dialog box, which you can use to perform single column filtering on clinical data values. You can filter on any column, except the columns for the review states, site, subject, and visit.

Column filtering is applied only in the current view. All column filtering selections are lost when you navigate away from the current view.

Note: This option is only available in the Record Listing View and the Record Comparison View.

Site

Select one or more sites in the study. Displays the site mnemonic and name.

Subject(s)

Enter one or more subject numbers, separated by commas, in the selected site.

Visit(s)

Select one or more visits in the study.

State(s)

Select one or more InForm state.

  • All
  • Candidate
  • Opened
  • Answered
  • Closed
  • Not Complete
  • Complete
  • Frozen
  • Locked
  • Not Done
  • SV Ready
  • Partially Verified
  • Not Verified
  • Verified
  • Data Review custom review states (if defined).

Updated since date

View only forms with clinical data changes and forms with query status changes of Opened or Answered that occurred after the specified date. Changes to other query statuses (such as Candidate, Closed, or Deleted) are not counted as an update.

Cells that belong to an item that contains changed data are highlighted.

  • Click in the field or on the Calendar icon ( Calendar icon. Click to open the calendar control. ) to open the calendar control, and then select a date.
  • Click the Eraser icon (Eraser icon. Click to clear the date entry. ) to clear the date entry.

    Note: The audit trail in the Data Viewer Detail Pane displays the time for this field in the time zone of the user's browser. For more information, see Dates and times.

Updated since review

View only forms with clinical data changes and forms with query status changes of Opened or Answered that occurred after the selected review state was assigned. Changes to other query statuses (such as Candidate, Closed, or Deleted) are not counted as an update.

Cells that belong to an item that contains changed data are highlighted.

Note: The audit trail in the Data Viewer Detail Pane displays the time for this field in the time zone of the user's browser. For more information, see Dates and times.

Show expected forms

Show expected forms at a certain date.

  • Click in the field or on the Calendar icon ( Calendar icon. Click to open the calendar control. ) to open the calendar control, and then select a date.

    Note: This option is only available when you are viewing the Record Listing Single Subject View.

    Note: The audit trail in the Data Viewer Detail Pane displays the time for this field in the time zone of the user's browser. For more information, see Dates and times.

Show All link

Clears all filtering criteria. Applies to the current view so that you can view a list of records that are not filtered in any way.

Apply button

Apply the filtering criteria to the current view.

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