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Detail by criteria reporting

  1. Select the Detail By Criteria Reporting tab.

    Embedded GIF File Template - 60%

  2. In the Request Level Parameters section, optionally provide a Bookmark and/or a Result Set Size for the request.

    Result Set Size indicates the maximum number of discrepancies to return in the response. If the maximum is reached and there are more discrepancies to return, the response will contain a bookmark. You can input this bookmark on a subsequent request that uses the same request parameters to get the remaining discrepancies.

  3. Click Add Parameters.

    The parameters are added to the Current Detail by Criteria Request field.

  4. In the Detail Filter Parameters section, provide the following information:

    Parameter

    Description

    Trial

    The study name for which you want detail by criteria reports of discrepancies.

    Required.

    Filter Name

    Name for the current request filter.

    Optional.

    The filter name can be used to decipher the response.

    Include History
    • Selected—All the revisions of the discrepancies are returned for this filter.
    • Unselected—Only the latest revisions of the discrepancies are returned.

    Trial Criteria

    If selected, you can provide a Site ID on which to filter the results.

    Item Criteria

    If selected, you can provide an Item Dbuid on which to filter the results.

    Current State

    Select one or more checkboxes to filter by the state of the discrepancy. If no boxes are checked, all states are returned.

    • Candidate.
    • Opened.
    • Answered.
    • Closed.
    • Deleted.
  5. Click Add Detail Filter.

    The Detail Filter is added to the Current Detail By Request field, which displays the DetailByCriteriaRequest XML as you are building it.

    You can add multiple filters to the request.

  6. When the request is complete, click Get Discrepancies.

    The sampler calls the Discrepancy interface GetDiscrepanciesByCriteria operation, and displays the response XML in the results pane.

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