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8 Managing Reports

This chapter contains the following topics:

• Section 8.1, "Viewing the List of Reports"

• Section 8.2, "Generating the Reports"

8.1 Viewing the List of Reports

To view the list of reports:

1. Select Reports from the menu bar. The List of Reports page is displayed.

8.2 Generating the Reports

The section contains the following topics:

• Section 8.2.1, "Generating Assessment Reports"

• Section 8.2.2, "Generating Master Reports"

• Section 8.2.3, "Generating General Reports"

8.2.1 Generating Assessment Reports

You can generate the following assessment reports:

• Assessment Report - Sponsor Level: It displays the assessment details for all trials of a sponsor.

• Assessment Summary Report - Trial Level: It displays the summary of assessment details for a trial.

• Assessment Detail Report - Trial Level: It displays the complete details of the assessment for a trial.

• Assessment Summary Report - Site Level: It displays the summary of assessment details for a site.

• Assessment Detail Report - Site Level: It displays the complete details of the assessment for a trial.

8.2.1.1 Generating the Assessment Summary Report at Sponsor Level

To generate the Assessment Summary Report at sponsor level:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click the Assessment Report - Sponsor Level link. The Generate Assessment Report - Sponsor Level page is displayed.

3. For more details on how to generate the Assessment Summary Report at Sponsor Level, see Section A.52.

4. Click Generate. The Assessment Summary Report at sponsor level is generated. You can export the report to an Excel spreadsheet or print the report.

   1. To export the report to an Excel spreadsheet, click the Export To Excel link.

      On the dialog box that appears, click Open to open the file or click Save to save the file.

   2. To print the report, click the Print link.

      On the dialog box that appears, click Print.

5. Click Return to go back to the List of Reports page.

8.2.1.2 Generating the Assessment Summary Report at Trial Level

To generate the Assessment Summary Report at trial level:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click the Assessment Summary Report - Trial Level link. The Generate Assessment Summary Report - Trial Level page is displayed.

3. For more details on how to generate the Assessment Summary Report at trial level, see Section A.53.

4. Click Generate. The Assessment Summary Report at trial level is generated. You can export the report to an Excel spreadsheet or DAT file, or print the report.

   1. To export the report to an Excel spreadsheet, click the Export To Excel link.

      On the dialog box that appears, click Open to open the file or click Save to save the file.

   2. To export the report to a DAT file, click the Export To File link.

      On the dialog box that appears, click Open to open the file or click Save to save the file.

   3. To print the report, click the Print link.

      On the dialog box that appears, click Print.

5. Click Return to go back to the List of Reports page.

8.2.1.3 Generating the Assessment Detail Report at Trial Level

To generate the Assessment Detail Report at trial level:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click the Assessment Detail Report - Trial Level link. The Generate Assessment Detail Report - Trial Level page is displayed.

3. For more details on how to generate the Assessment Detail Report at Trial Level, see Section A.54.

4. Click Generate. The Assessment Detail Report at trial level is generated. You can export the report to an Excel spreadsheet or DAT file, or print the report.

   For more details, see Section 8.2.1.2.

5. Click Return to go back to the List of Reports page.

8.2.1.4 Generating the Assessment Summary Report at Site Level

To generate the Assessment Summary Report at site level:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click the Assessment Summary Report - Site Level link. The Generate Assessment Summary Report - Site Level page is displayed.

3. For more details on how to generate the Assessment Summary Report at Site Level, see Section A.55.

4. Click Generate. The Assessment Summary Report at site level is generated. You can export the report to an Excel spreadsheet or DAT file, or print the report.

   For more details, see Section 8.2.1.2.

5. Click Return to go back to the List of Reports page.

8.2.1.5 Generating the Assessment Detail Report at Site Level

To generate the Assessment Detail Report at site level:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click the Assessment Detail Report - Site Level link. The Generate Assessment Detail Report - Site Level page is displayed.

3. For more details on how to generate the Assessment Detail Report at Site Level, see Section A.56.

4. Click Generate. The Assessment Summary Report at site level is generated. You can export the report to an Excel spreadsheet or DAT file, or print the report.

   For more details, see Section 8.2.1.2.

5. Click Return to go back to the List of Reports page.

8.2.2 Generating Master Reports

You can generate the following master reports:

• Master Summary Report - Site Level

• Master Detail Report - Site Level

8.2.2.1 Generating the Master Summary Report at Site Level

To generate the Master Summary Report at site level:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click Master Reports and then click Master Summary Report - Site Level link. The Generate Master Summary Report - Site Level page is displayed.

   For more details on how to generate the Master Summary Report at Site Level, see Section A.57.

3. Click Generate. The Master Summary Report at site level is generated. You can export the report to an Excel spreadsheet or DAT file, or print the report.

   For more details, see Section 8.2.1.2.

4. Click Return to go back to the List of Reports page.

8.2.2.2 Generating the Master Detail Report at Site Level

To generate the Master Detail Report at site level:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click Master Reports and then click Master Detail Report - Site Level link. The Generate Master Detail Report - Site Level page is displayed.

   For more details on how to generate the Master Detail Report at Site Level, see Section A.57.

3. Click Generate. The Master Detail Report at site level is generated. You can export the report to an Excel spreadsheet or DAT file, or print the report.

   For more details, see Section 8.2.1.2.

4. Click Return to go back to the List of Reports page.

8.2.3 Generating General Reports

You can generate the following general reports:

• Billing Report Details

• Training Report

• User Detail Report

• Worklist-Site/User Report

• Trial Archive Package (TAP) Report

8.2.3.1 Generating the Billing Report Details

To generate the Billing Report details:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click General Reports and then click Billing Details Report link. The Generate Billing Details page is displayed.

   For more details on how to generate the Billing Details Report, see Section A.59.

3. Click Generate. The Billing Details Report is generated. You can export the report to an Excel spreadsheet or DAT file, or print the report.

   For more details, see Section 8.2.1.2.

4. Click Return to go back to the List of Reports page.

8.2.3.2 Generating the Training Details Report

To generate the Training Report:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click General Reports and then click Training Report link. The Training Details Report page is displayed.

   For more details on how to generate the Training Details Report, see Section A.60.

3. Click Generate. The Training Details Report is generated. You can export the report to an Excel spreadsheet or DAT file, or print the report.

   For more details, see Section 8.2.1.2.

4. Click Return to go back to the List of Reports page.

8.2.3.3 Generating the User Detail Report

To generate the User Detail Report:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click General Reports and then click User Detail Report link. The Generate User Detail Report page is displayed.

   For more details on how to generate the User Detail Report, see Section A.61.

3. Click Generate. The User Detail Report is generated. You can export the report to an Excel spreadsheet or DAT file, or print the report.

   For more details, see Section 8.2.1.2.

4. Click Return to go back to the List of Reports page.

8.2.3.4 Generating the WorkList-Site/User Report

To generate the WorkList-Site/User Report:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click General Reports and then click WorkList-Site/User Reports link. The Site-User Detail Report page is displayed.

   For more details on how to generate the Site-User Detail Report, see Section A.62.

3. Click Generate. The Site Detail Report is generated. You can export the report to an Excel spreadsheet.

   1. To export the report to an Excel spreadsheet, click the Export To Excel link.

   2. On the dialog box that appears, click Open to open the file or click Save to save the file.

4. Click Return to go back to the List of Reports page.

8.2.3.5 Generating the Trial Archive Package (TAP) Report

To generate the Trial Archive Package (TAP) Report:

1. Select Reports from the menu bar. The List of Reports page is displayed.

2. Click General Reports and then click Trial Archive Package (TAP) Report link. The Trial Archive Report (TAP) page is displayed.

3. Select the sponsor company and trial.

4. Click Generate Report.

5. On the dialog box that appears, click Open to open the file or click Save to save the file.

   The Trial Archive Report is generated in the form of an Excel spreadsheet.

6. Click Return to go back to the List of Reports page.