- Data Review Guide
- Use filters to find data and discrepancies
- Create a new filter
Create a new filter
- After you select a study, click
Data Management in the navigation bar.
Note:
For details on selecting a study, see Select a study from the Home page. - Do one of the following:
-
Select Listings from the drop-down menu to open the listings page. Expand a default, custom, or VC listing, expand a data model, and select a listing. Then click the Filters tab from the left panel.
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Select Discrepancies from the drop-down menu to open the discrepancies for the study you selected. The filter panel appears on the left.
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- In the left panel, do one or more of the following:
- Click Advanced Filters to open a text box. Click inside the box to open a drop-down menu, select a filter item and start building your formula using the appropriate operators. The criteria you select determines what additional items you can access. See Advanced Filters for more information.
- Click in one or more of the following fields to enter or
select the quick filter criteria you want to use (with or without an
advanced filter formula). Use the scroll bar to see all your choices:
- Model: Lists the models in the study (only shown through Discrepancies page).
- Listing: Lists the listings for the model you selected (only shown through Discrepancies page).
- Country: Lists the countries of the study or listing (depending if you accessed the filters from Listings or Discrepancies).
- Site: Lists the location of where the study or listing was done.
- Subject: Lists the available subject IDs.
- Visit: Lists the available names of visits.
- Discrepancy State: Lists the available
discrepancy states. You can select Answered,
Cancelled, Candidate, Closed,
Open.
Tip:
By default, you cannot see cancelled or closed discrepancies. You must apply the Discrepancy State of Cancelled or Closed to see them.
- Discrepancy Tag: Lists the available discrepancy tags (for example, ClosedWithAnswer, NeedsDMReview, ClosedAsIs).
Note:
If your account includes the appropriate privileges and you need to show blinded data, select Show Blinded Data and click Yes when prompted. (The system tracks the number of times you view blinded data.) If you selected a listing, saw a prompt to access blinded data, and clicked Yes, the Show Blinded Data field appears selected already. To stop showing blinded data, clear this field and click Yes when prompted. - If you want to keep displaying the filtered data, select Keep the Filter in effect.
- Click Apply.
- (Optional) To save the filter criteria for future use, click Save, name
the filter, and click Save and Apply. Use a unique name across all the
private, shared, and public filters that you can see in the current study and
lifecycle. If you want to use this filter as a template to create a new filter,
click Create New and repeat these steps.
Note:
To edit or delete filters, see Use or modify existing filters or Delete a filter. To make a filter public, see Create a public filter. - To clear the filters, click Clear. To view the data after clearing the filters or creating a new filter, click Apply.
Parent topic: Use filters to find data and discrepancies