Overview of creating custom views

In the Data Viewer, custom views provide a way to view data from multiple forms in one view. Columns from multiple clinical forms can be put together into a single view on which you can create queries, verify items, and export the data to Excel.

You can create custom views using columns from non-repeating forms, regular forms, repeating forms, or itemsets.

• If the custom view is created with columns from non-repeating forms and no itemsets, the view opens in the Record Listing View.
• If the custom view is created with columns from regular forms, repeating forms, or itemsets the view opens in the Record Comparison View.

Custom views have the same look and feel as clinical forms. However, they are available only in the Data Viewer; they do not appear with other forms in the InForm application. Form states and review states are not available for custom views because they represent multiple forms, and are not actual clinical forms.

• Only activated clinical forms are available for use in creating a custom view.
• You can select any displayable column from any available clinical form.
• Columns that do not appear in the Record Listing View because of user rights or a blinding restriction are not available as selectable columns.
• Columns from different forms are paired to each other based on site, subject, and visit.
• Columns that have no data or are from a form that has not been activated appear as blank.
• Current filtering criteria in the Record Listings View is applied to the custom view.
• Locales used for the current Record Listing View are used for generating the custom view.