Filter bulk reports

The Bulk Reporting Filter section enables you to filter reports.

Field Description

Destination

  1. To filter reports by agency, select an Agency.

    The agencies that have reports in the Scheduled, Approved and Generated states are displayed.

  2. Click Filter to select multiple agencies from the Reporting Destinations dialog box.

    The previous filtering criteria is saved and retained when the user invokes this dialog box. By default, all agencies are displayed.

Report Status

From the drop-down list, select one of the options:

  • Generated Only—Displays the reports that have been generated (Generated, Approved, Disapproved and New Data Available states)
  • Scheduled/Generated—Retains the existing behavior as it does today when this value is selected
  • Pending
  • Failed
  • Printed/Transmitted

Note that to display Generated Only or both Scheduled and Generated reports, configure the common profile switch Allows Bulk Reporting screen to show Generated Reports Only as follows:

  • For Generated Only reports, set the profile switch as Bulk Reporting will allow filtering on generated reports only.
  • For Scheduled/Generated reports, set the profile switch as Bulk Reporting will allow filtering on both scheduled and generated reports.

Report Status

Choose either Scheduled/Generated, Pending, Failed, or Printed/Transmitted from the drop-down list.

Print Regulatory Report

Prints the report as Draft or Final. The Draft option is disabled when the printing option is set to Transmit.

Select Medical Summary to view the list of only medical summaries of distinct cases in a PDF.

Approved Reports Only

Filters reports for only approved reports.

View All

Displays the bulk reports applicable to your filter selections.

Product Family

Enter a Product family to view all cases where the scheduled reports belong to the searched Product family.

Study ID

Filters reports on the basis of the Study ID.

Product Group

Filters reports on the basis of the Product Group. If a value is selected in the Product Group filter, the Product Family drop-down list's values automatically narrow down to the product families which belong to the selected Product Group filter.

Specific Case #

To search a case, enter the Case Number, and click Retrieve.