Data Manager dashboard

The Data Manager Dashboard includes sets of actionable visualizations and detailed listings of queries, subjects states, and general subject data that is relevant to any clinical data manager.

About access and filters

To properly view corresponding data in the Data Manager Dashboard, you must have access to the Queries dataset. Because a dashboard is interactive, it displays any study data you already have access to. You can select what information to display using the following filters:

IS_CURRENT
STUDY_MODE
STUDY_TITLE
COUNTRY_NAME
SITE_NAME
Date Range
Query State (Default to Answered, Candidate and Opened)

Tip:

Analyze data from your studies one by one. If multiple studies or sites are used in a dashboard filter there is a possibility that data doesn't appear in the different visualizations due to their default sizes.

Additionally, some charts can be used as filters. Look for the filter icon () to the left of the visualization title. Click on any element of the chart with filter interactivity to filter out the remaining visualizations according to the selected data. To reverse selection on the chart, click on any white space within it or use the undo button () at the upper right corner of the screen.

Note:

If the selected filters point to data not present on another chart, it displays No Data Found Message.

Reports

The Data Manager Dashborad includes the following reports:

Note:

Data elements used in the visualizations are listed here with data element notation, upper cases with words separated by underscores. In contrast, custom calculation elements are listed using title case. These notations match with what you see in the dashboard template.

Outstanding Queries by Site and Visit

Use case: to review high volume of queries by status at a site and to compare with other sites.

Insights:

Plan workload distribution and additional resources implementation to handle high volume of queries.
Work along with Clinical team and schedule monitoring visits to pro-actively provide training for site users to conduct a particular visit.

Visualizations:

Title	Description	Interactivity
Outstanding queries by Site	Represents the total count of queries as well as the count of queries grouped by state for each site. Type:Vertical stacked bar chart. X-axis: Site name. Y-axis: Queries count. Colored stacks represent counts by query status.	This chart can be used as a filter.
Outstanding Queries by Site and Visit Details	Lists the total count of queries as well as the count of queries grouped by state in every visit for every subject in all sites. Type: Listing table. Columns: COUNTRY_NAME SITE_NAME SUBJECT_NUMBER Visit Open Query Count Answered Query Count Candidate Query Count Total Outstanding Queries	Filtered data.

Query Status by Site and Subject

Use case: review specific query volume by Subject, Country and Site

Insights:

In case of high query volume, contact site for workload prioritization based on open queries
Identify the need of additional training for a site.

Visualizations:

Title	Description	Interactivity
Query Count by Country	Heat map of queries counts by country. Type: Map chart. Countries appear in heat map colors. Tip: Hover on a country to view country name and total queries count.	This chart can be used as a filter
Query Count by Country and state	Lists countries upon selection along with queries count, in total and by query state. Type: Pivot table. Columns: COUNTRY_NAME COUNT Note: One COUNT column for each query state. Grand Total	Filtered data.
Query Count by Study and Site	Represents total queries count vs. open queries count by site. Study name details appear on hover. Type: Horizontal bar chart. X-axis: Queries count. Different colored bars represent total queries count and open queries count respectively. Y-axis: Site name.	This chart can be used as a filter.
Query Status by Site and Subject Details	Lists counts of queries by state for every subject in all sites. Type: Listing table. Columns: COUNTRY_NAME SITE_NAME SUBJECT_NUMBER SUBJECT_STATE Open Query Count Answered Query Count Candidate Query Count Closed Query Count Deleted Query Count Started Visits Count % of Queries within Country	Filtered data.

Query Volume by Month

Use case: review specific query volume by month, for every site and country and by Subject.

Insights:

Identify which Sites have more or less queries in particular month or visit.
In case of high query volume, contact site for workload prioritization based on queries.
Identify the need of additional training for a site.

Visualizations:

Title	Description	Interactivity
Query Count by Status	Represents the evolution of query volume by month. Type: Line chart. X-axis: Year-month to evaluate for active queries. Y-axis: Total queries count. Different colored lines represent different query states.	This chart can be used as a filter.
Query Volume by Month by Site	Lists queries count by state by month for each site. Type: Pivot table. Columns: COUNTRY_NAME SITE_ID_NAME SITE_NAME Month COUNT Note: One COUNT column for each query state. Subtotal counts per site appear in red.	Filtered data.
Query Count by Subject by Month	Lists queries count and state by month for every subject in all sites. Type: Listing table. Columns: SITE_NAME SUBJECT_NUMBER Total Queries Count Month Query State	Filtered data.

Query Management Detail Report

Use this report to review query details for total query volume or by query state, for all subjects or by site. Use this information to indicate a problem with certain visit or the data collection forms.

Insights:

In case of high query volume, contact site for workload prioritization based on open queries
Identify the need of additional training for a site.

Visualizations:

Title	Description	Interactivity
Unresolved Queries by Site	Represents the total count of queries as well as the count of queries grouped by state for each site. Type: Vertical stacked chart. X-axis: Site name. Y-axis: Total queries count. Colored stacks represent counts by query status.	This chart can be used as a filter
Query Management Detail Report	Lists query details for every subject in every site. Type: Listing table. Columns: COUNTRY_NAME STUDY_TITLE SITE_ID SITE_NAME SUBJECT_NUMBER Visit FORM_NAME ITEM_NAME QUERY_COMMENT STATE QUERY_AGE VERSION_START USER_NAME	Filtered data.

Query Ageing by Site

Use case: review high volume of open queries and query age at a site as compared to other sites.

Insights:

Plan workload distribution and additional resources implementation to handle high volume of queries.
Work along with Clinical team and schedule monitoring visits to pro-actively provide training for site users to conduct a particular visit.

Visualizations:

Title	Description	Interactivity
Count and Duration of Open Queries by Site	Represents open queries count by age ranges for every site. Type: Vertical bar chart. X-axis: Site name. Y-axis: Open queries count. Different colored bars represent age ranges for the queries count: 6 to 10 days 11 to 30 days 31 to 60 days greater than 60 days	This chart can be used as a filter.
Outstanding Queries by Site and Visit Details	Lists queries counts by query state, by age range for open queries and by visit, for every subject in all sites. Type: Listing table. Columns: COUNTRY_NAME SITE_NAME SUBJECT_NUMBER Visit Open Query Count Answered Query Count Candidate Query Count Total queries count 6-10 Days Opened 11-30 Days Opened 31-60 Days Opened >60 Days Opened	Filtered data.

Query Volume by Form

Use case: identify issues on specific forms causing high query volume. Use this information to indicate a problem with certain visit or the data collection forms.

Insights:

In case of high query volume, contact site for workload prioritization based on open queries
Identify the need of additional training for a site.

Visualizations:

Title	Description	Interactivity
Query Volume by Form	Represents total queries count, as well as queries count by status, by form. Type: Horizontal stacked bar chart. X-axis: Queries count. Colored stacks represent counts by query status. Y-axis: Form name.	This chart can be used as a filter.
Query Volume by Form	Lists queries count, total and by status, by form, grouped by visit and by site. Type: Pivot table. Columns: SITE_NAME Visit FORM_NAME Open Query Count Answered Query Count Candidate Query Count Grand Total	Filtered data.

Missing Forms Report

Use case: Measure study performance by analyzing the forms that have not yet been entered.

Note:

Forms form Cycle Visits and Branch Visits are not included.

Insights:

Identify key performance indicators related to missing forms.

Visualizations:

Title	Description	Interactivity
KPI: Forms Completed Count	Key Performance Indicator of completed forms. Type: Tile chart. Count: Forms with FORM_STATUS= Completed	Filtered data.
KPI: Forms Partially Completed Count	Key Performance Indicator of partially completed forms. Type: Tile chart. Count: Forms with FORM_STATUS= Incomplete In_progress	Filtered data.
KPI: Forms Missing Count	Key Performance Indicator of missing forms. Type: Tile chart. Count: Forms with IS_MISSING_FORM= Yes	Filtered data.
KPI: Forms Overdue Count	Key Performance Indicator of overdue forms. Type: Tile chart. Count: Forms with FORM_STATUS= Incomplete Invalid In_progress Scheduled Valid and VISIT_STATUS= In progress Incomplete	Filtered data.
Missing Forms by Site	Represents missing and completed forms count by site and study. Type: Horizontal bar chart. X-Axis: Form counts. Different colored bars represent the completed and the missing forms counts. Y-Axis: Study titles and Sites.	This chart can be used as a filter.
Missing Forms by Subject	Represents missing and completed forms for each subject by study. Type: Horizintal bar chart. X-Axis: Form counts. Different colored bars represent the completed and the missing forms counts. Y-Axis: Study titles and Subjects.	This chart can be used as a filter.
Missing Forms by Visit	Represents missing and completed forms for each visit by study. Type: Horizintal bar chart. X-Axis: Form counts. Different colored bars represent the completed and the missing forms counts. Y-Axis: Study titles and Visits.	This chart can be used as a filter.
Missing Forms Timeline	Represents missing and completed forms for each subject by study. Type: Line chart with two lines. X-Axis: visit date or projected visit date for the completed or missing forms respectively. Y-Axis: Form counts. Different colored lines represent the completed and the missing forms counts.	This chart can be used as a filter.
Missing Forms Details	Lists forms count by status (completed, partially completed, missing or overdue) for every subject by site and country. Type: Listing table. Columns: STUDY_TITLE SITE_NAME COUNTRY_NAME SUBJECT_NUMBER EVENT_TITLE VISIT_START_DATE FORM_NAME Completed Forms Count Forms Partially Completed Count Forms Missing Count Forms Overdue Count	Filtered data.

Missing Visits Report

Use case: Measure study performance by analyzing the visits that have not yet been started.

Note:

Forms form Cycle Visits and Branch Visits are not included.

Insights:

Identify key performance indicators related to missing visits.

Visualizations:

Title	Description	Interactivity
KPI: Visits Completed Count	Key Performance Indicator of completed visits. Type: Tile chart. Count: Visits with VISIT_STATUS= Completed	Filtered data.
KPI: Visits Partially Completed Count	Key Performance Indicator of partially completed visits. Type: Tile chart. Count: Visits with VISIT_STATUS= Incomplete Incomplete_Err Inprogress Complete_Err	Filtered data.
KPI: Visits Skipped Count	Key Performance Indicator of skipped visits. Type: Tile chart. Count: Visits with VISIT_STATUS= Skipped	Filtered data.
KPI: Visits Missed Count	Key Performance Indicator of missing visits. Type: Tile chart. Count: Visits with IS_MISSING_VISIT= Yes	Filtered data.
KPI: Visits Overdue Count	Key Performance Indicator of overdue visits. Type: Tile chart. Count: Visits with IS_OVERDUE_VISIT= Yes	Filtered data.
Missing Visits by Site	Represents missing and completed visits count by site and study. Type: Horizontal bar chart. X-Axis: Visit counts. Different colored bars represent the completed and the missing visits counts. Y-Axis: Study titles and Sites.	This chart can be used as a filter.
Missing Visits by Subject	Represents missing and completed visits for each subject by study. Type: Horizontal bar chart. X-Axis: Visit counts. Different colored bars represent the completed and the missing visits counts. Y-Axis: Study titles and Subjects.	This chart can be used as a filter.
Missing Visits Timeline	Represents missing and completed forms for each subject by study. Type: Line chart with two lines. X-Axis: visit date or projected visit date for the completed or missing visits respectively. Y-Axis: Visit counts. Different colored lines represent the completed and the missing visits counts.	This chart can be used as a filter.
Missing Visits Details	Lists visits count by status (completed, partially completed, skipped, missing or overdue) for every subject by site and country. Type: Listing table. Columns: STUDY_TITLE SITE_NAME COUNTRY_NAME SUBJECT_NUMBER EVENT_TITLE VISIT_START_DATE Visits Completed Count Visits Partially Completed Count Visits Skipped Count Visits Missing Count Visits Overdue Count	Filtered data.

Parent topic: Dashboard templates descriptions