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Siebel CRM Siebel Clinical Trial Management System Guide
Siebel Innovation Pack 2017, Rev. A
E52416-01
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Generating Reports for Actual Visits

This topic describes how to generate the preconfigured Actual Visits report for Oracle BI Publisher. This report lists the completed subject visits for a site.

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

To generate a report for actual visits 

  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. On the application toolbar, click Reports.

  4. In the Run Report pane, complete the appropriate fields.

    Some fields are described in the following table.

    Field Comments
    Report Name Select the Actual Visits report.
    Output Type Select the output type for the report.

  5. Click Submit.

    The report runs.

  6. 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.