1. Reporting Guide
  2. Standard reports
  3. About scheduling reports

About scheduling reports

Schedules can be configured in the Oracle Clinical One Platform to have selected reports run automatically.

To learn how to schedule a report, see Schedule a report.

Reports that can be scheduled

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

Required permissions

Users assigned to roles that include the Schedule Report to Run permission, have access to the Schedule Reports side panel on the Reports tab.

Key features

  • A maximum of seven (7) reports can be scheduled to run per day, per trial.
  • A schedule, once created, is visible on the Schedule Reports side panel on the Reports tab. A scheduled report can easily be enabled, disabled and edited when needed.
  • The last run date for a scheduled report, is visible on the Schedule Reports side panel on the Reports tab.

    Note:

    If a report is run manually, between scheduled runs, the manual run date is displayed as the last run date.
  • When a scheduled report runs, the system validates that the user who created the schedule still has permission to generate and view the report. If permission has been revoked, the report fails and marked disabled on the Schedule Reports side panel.
  • Report output can be delivered to the Oracle sFTP server or it can be downloaded from the Download Reports side panel on the Reports tab in the user interface.

    Note:

    Report output, delivered to the Oracle sFTP is deleted after 30 days.

Requirements for sFTP delivery

Separate sFTP folders are created for reports that are to have output delivered to the Oracle sFTP server. The use of separate folders ensures unauthorized access to a folder containing unblinding data does not occur. No action is required on your part to create these folders.

Follow the steps below to obtain access for you and others to any of the report folders.

Note:

Create these requests only after running the report for the first time. This allows the sFTP path and folder structure to be created.
  1. Create a Change Request (CR) by logging in to Oracle Life Sciences Support Cloud.
  2. Select Change Request under Create Request in the upper right corner.
  3. Click the Maintain an application tile.
  4. Click the Request user access tile.
  5. Complete the required fields.
  6. (Important) Enter the applicable sFTP path in the sFTP path item using the details below, example provided.

    Note:

    If you have questions about creating Change Requests, reach out to your Oracle point of contact.

Default sFTP path format: /<ShortOrgId>.clinicalone/report/<clinicalone-ae or clinicalone>/<StudyName>/<ReportName>/<Blinded or Unblinded>/<Testing or Approved or Training>/

Example: /cust1.clinicalone/report/clinicalone/abc123/Subject Visits/Blinded/Testing/

Notifications, sent to the user who created the schedule

  • Scheduled Report Failure Notification.
  • Scheduled Report sFTP Failure Notification.
  • Scheduled Report sFTP Success Notification.

Parent topic: Standard reports