A CRA creates a custom report on subject statuses

A Clinical Research Associate (CRA) creates a custom report to view and export data related to subject statuses across studies.

Subject Status Export

Let's go through the required steps to create a custom tabular report with data related to subject statuses within a study in Oracle Clinical One Platform. The purpose of this custom report is to collect detailed and current data related to the statuses subjects have in a study.

To create this or any other report, you must have authoring access to Oracle Clinical One Analytics. See About your access to Oracle Clinical One Analytics.

1. Select a dataset to work with.

   For the purpose of this use case, select the Subject dataset.

2. From the Data Elements pane, expand the following folders and then drag and drop the following elements at the top of the canvas, to use them as filters for your custom report.

   Folder to expand	Data element to use	Additional instructions
   Study	STUDY_ID_NAME	In the filter dialog, select the studies you want to use to filter out the data on subject statuses from Oracle Clinical One Platform
   Site	SITE_ID_NAME	Drag the data element onto the empty canvas.
   Subject	SUBJECT_NUMBER	In the filter dialog, select the subject numbers you want to use to filter out the data.
   Audit	IS_CURRENT	In the filter dialog, select Y if you want to only include currently opened queries or N, if you want to include all opened queries to ever be raised at in a study.

3. From the Data Elements pane, continue dragging and dropping the following data elements onto the Rows section in the Grammar Panel.

   Folder to expand	Data element to use	Additional instructions
   Study	STUDY_ID_NAME STUDY_PHASE THERAPEUTIC_AREA	N/A
   Site	ADDRESS_COUNTRY SITE_ID_NAME	N/A
   Subject	SUBJECT_NUMBER STATE STATE_DATE	N/A

4. In the upper right corner, click the Share icon and then click File.
5. On the File dialog, fill-in the following fields, and click Save:

   Field	Description
   Name	Enter a name for your custom report. For the purpose of this exercise, enter Subject Status Export.
   Format	Choose the appropriate format for exporting this custom report. For the purpose of this exercise, because this custom report contains graphics, you can select either CSV or Acrobat (PDF).
   Include	Choose either Active Canvas or All Canvas.
   Size	Choose the appropriate format size for your report.
   Orientation	Choose either Landscape or Portrait.