Use filters in the left panel

To find discrepancies, use the filter fields in the left panel. You can use one or more fields, build an advanced filter formula, and save a favorite filter for later use.

1. 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.

2. Select Discrepancies from the drop-down menu.

3. In the left panel, do one or more of the following:

   • Select a saved filter from the Saved Filters fields drop-down menu, if available. The fields used in the filter automatically populate.
   • 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 bars to see all your choices:
     1. Model: Lists the models in the study (only shown through Discrepancies page).
     2. Listing: Lists the listings for the model you selected (only shown through Discrepancies page).
     3. Country: Lists the countries of the study or listing (depending if you accessed the filters from Listings or Discrepancies).
     4. Site: Lists the location of where the study or listing was done.
     5. Subject: Lists the available subject IDs.
     6. Visit: Lists the available names of visits.
     7. 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 filter of Cancelled or Closed to see them.

     8. Discrepancy Tag: Lists the available discrepancy tags (for example, ClosedWithAnswer, NeedsDMReview, ClosedAsIs).
4. 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.)
5. If you want to keep displaying the filtered data, select Keep the Filter in effect.
6. Click Apply.
7. (Optional) To save the filter criteria for future use, click Save, name the filter, and click Save and Apply. If you want to use this filter as a template to create a new filter, click Create New and repeat these steps.

   Tip:

   Saving a filter allows you to modify it one field at a time, saving after each change. 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.
8. To clear the filters, click Clear. To view the data after clearing the filters or creating a new filter, click Apply.