Reports can now be scheduled

Some reports can now be scheduled to run automatically based on a schedule that you define in the Oracle Clinical One Platform user interface.

On the Reports tab, several reports now feature a new side panel, called Schedule Reports, where authorized users can define a schedule to generate reports automatically.

Additional reports will be available for scheduling in future releases. For this release, the following reports can be scheduled:

• Subject Data Extract
• Subject Data
• Kit Chain of Custody (Blinded)
• Kit Chain of Custody (Unblinded)
• Subject Events
• Subject Visits (Blinded)
• Subject Visits (Unblinded)

Before you work with this feature

The permission Schedule Reports to Run are included in the following template study roles: Clinical Supply Manager, CRA, Data Manager, ODM Extract, Production Admin, Study Manager, Unblinded Depot User, User Administrator, and View Only for Unblinded Support User.

As a user administrator or global user manager, you will need to add the permission manually to custom roles to take advantage of this feature.

New settings for scheduling reports

The following settings can be configured when scheduling reports:

• Start date
• Time Zone
• Frequency
• Notifications
• File Type

You can still configure existing report settings (such as File Name, Study Version, User Name, Event Type, and more) for every selected report.

Information on the report output

Once generated, all reports will be available for download in the Download Reports side panel in Oracle Clinical One Platform. If needed, reports can also be delivered to a pre-determined sFTP folder. In order to use this option, additional setup steps are required.

Note:

Scheduled reports set to be delivered to sFTP cannot exceed seven (7) scheduled reports per day, per study.

Additional information on this enhancement will be featured in the Sponsor and CRO User Guide guide.