Enhanced Summary Grid Report

The Summary Grid report looks and works better than ever. With extensive configurable reporting parameters, you can create the type of Bid Grid report required by your vendors or effectively replace your existing internal vendor selection tools and processes to have them reside alongside other planning and contracting data, in a single data source.

Managing Bid Grid reports outside of ClearTrial can be costly by creating multiple disparate, interoperable sources of data making it harder over time to harvest to drive insight. Leveraging ClearTrial for both your study budget planning, forecasting, outsourcing and contracting (including bid grid reporting), offers one single, secure, traceable repository to harvest all your trial data over time.

New name: The Summary Grid by Major Task report launched from the Reports tab of your plan has been renamed the Summary Grid report

New reporting groupings: This summary level plan report will always include data at the Major Task level, with the flexibility to choose from a list of available groupings for which you want to group by in the report. This includes grouping data by Provider, Location, Major Task or Cost, Task and Resource.

Configurable sort order: Ability to configure the sort order of the data groupings displayed in the report output.

New option for multiple provider selection: Akin to other ClearTrial-defined reports, in the new Providers to Include section, you can now select multiple or 'All Providers' from the list of providers in your plan.

New rollup options: Two new options, Rollup provider level data and Rollup location level data, to rollup data across All Provider' or across All Locations.

Changes to pre-populated data options: With one click, you can quickly and easily generate a populated grid with all values for hours or costs based on the levels of data you selected to display or create a blank grid to start with.

New option Include inflation: Use this option to include or exclude inflation in the report. If inflation is included, you will see an explicit note displayed at the top of the report to indicate that inflation was added, in case you have to revisit the report at a later time and can't remember what you selected when you ran the report.

New option Include zero hours/costs: If you want to obtain the same report structure, select this option so that all hours and costs including those that are set or calculated as zero, are displayed in the report.

New option Include excluded tasks/costs: If you want to obtain the same report structure, i.e., have the same number of line items each time you run this report, select this option to include tasks or costs that were excluded from the plan at any stage of your budget cycle. Selecting this option dynamically selects and disables the include zero hours/costs option in the report.

Note:

Any calculated or existing fees for tasks which have been excluded will be associated with the last assigned provider for that task.

New flat-file format for Excel analysis: If you intend to use this report to feed data visualization programs or to create pivot tables with as little manipulation required, this option creates a flat-file format that is suitable for offline excel analysis. This format includes exclusive updates including non-merged cells per data point and updated header data, so you can easily insert this report into your Statement of Work (SOW) or RFP Bundle.