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Creating a new listing

To create a listing:

  1. In the Navigation pane, click Listings.

    The Listings Export Tool window appears.

  2. Select listings options by using the checkboxes at the top of the page:

    Select this option

    To

    Global Save

    Allow any user with the right to generate listings to open a saved listing definition. If you do not select this option, only you can view a listing definition that you have saved.

    HTTP Links

    Generate links that enable you to click a cell in Microsoft Excel spreadsheet created from a listing and navigate back to the form and data item in the InForm application.

    Comments

    Include comments as well as data items in the listing.

  3. From the Site list, select the site for which you want to run the listing. The default is All Sites.
  4. In the list of forms and form items, select the checkbox at the left of each item for which you want to generate a listing.
  5. Each form includes a set of checkboxes indicating the visits in which the form occurs in the Time and Events Schedule. Select each visit for which you want to extract the items you selected in the previous step.

    Tips:

    • To specify that you want all visits in which the form occurs, select the All checkbox.
    • To select all item and visit checkboxes at once, click the check button SV_check_button that is located in the upper-left corner of the pane.
    • To clear the Listings Extract Tool page of all data selections, click New.
  6. Click Generate.

    As the listing runs, the InForm application displays the progress of the listing as a percentage of completion.

    When the listing is complete, the InForm application displays a window instructing you to click Download or Delete:

    • To download the listing to a Microsoft Excel Comma Separated Values (CSV) file:

      Click Download.

      The InForm application displays a message box prompting you to save the extracted data file on your local computer or specify that you want to open it without saving it.

      Note: If you do not have Microsoft Excel on your computer, do not open the file (do not click Open).

      In this message box, click Save, and in the dialog box that appears, specify where you want it saved.

    • To delete the listing:

      Click Delete.

  7. If you chose Download, when the file finishes downloading to the specified folder, you can open it with Microsoft Excel from the folder where you saved it.

    In the spreadsheet, each column contains the value of the patient data for one of the data items you selected. The column heading identifies the data item and the visit and form it comes from.

    Note: If Microsoft Excel is not installed on your computer, when you open the file from the folder where you saved it, the file opens as a comma-separated text file in the application to which .csv files are mapped in your Microsoft Windows Folder Options.

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