Siebel CRM Siebel Clinical Trial Management System Guide Siebel Innovation Pack 2016 E52416-01 |
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You can integrate Siebel Clinical 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 reports apply to clinical document tracking:
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".
This topic describes how to generate the preconfigured Site Document Tracking report for Oracle BI Publisher.
To generate a report for site document tracking
Navigate to the Site Management screen, then the Protocol Site List view.
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.
Navigate to the Document Tracking view.
On the application toolbar, click the Reports icon.
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. |
Click Submit.
The report runs.
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 Guide
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
Navigate to the Protocols screen, then the Protocol List view.
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.
Navigate to the Document Tracking view.
On the application toolbar, click the Reports icon.
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. |
Click Submit.
The report runs.
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 Guide.
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
Navigate to the Regions screen, then the Region List view.
In the Region list, drill down on the Region field of the region for which you want to generate an Oracle BI Publisher report.
Navigate to the Document Tracking view.
On the application toolbar, click the Reports icon.
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. |
Click Submit.
The report runs.
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 Guide.
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
Navigate to the Site Management screen.
On the application toolbar, click the Reports icon.
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. |
Click Submit.
The report runs.
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 Guide.
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
Navigate to the Site Management screen.
On the application toolbar, click the Reports icon.
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. |
Click Submit.
The report runs.
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 Guide.