Map Countries to Reporting Regions

You can create user-defined reporting regions for use in your plans based on your global organizational structure and accounting practices. You can then map countries to those reporting regions.

If you define reporting regions, you can view the Monthly Budget by Reporting Region report, available from the Reports tab of a plan.

To work with reporting regions, you must have Power User as a primary role and your assigned ClearTrial System Administrator must grant you the Reporting Regions Administrator role/capability.

• Add a Reporting Region
  By creating reporting regions, you can tailor your plan to your global organizational structure and accounting practices.
• Map Countries to Reporting Regions
  Once you have added reporting regions, you can map countries to those reporting regions.
• View the Monthly Budget by Reporting Region Report
  If you have locations in the plan that are mapped to reporting regions, the Monthly Budget By Reporting Region report shows the study costs by month per reporting region over the duration of the study.

Add a Reporting Region

By creating reporting regions, you can tailor your plan to your global organizational structure and accounting practices.

1. From the Maintain menu, select Reporting Regions.
2. On the Edit Reporting Regions screen, click New Reporting Region. If this is the first reporting region being added, enter a name for the new reporting region and click New Reporting Region.
3. In the row added to the bottom of the table enter a name for the new reporting region in the Reporting Region Name column. If this is the first reporting region being added, enter a name for the new reporting region and click New Reporting Region.
4. Click Save.
5. Continue adding reporting regions by clicking New Reporting Region, entering the reporting region name, and clicking Save.

Map Countries to Reporting Regions

Once you have added reporting regions, you can map countries to those reporting regions.

1. From the Maintain menu, select Reporting Regions.
2. On the Edit Reporting Regions screen, click Map Countries to Reporting Regions.
3. For each country shown on the Map Countries to Reporting Regions screen, select a reporting region from the drop-down list.
4. Click Save and Close.

View the Monthly Budget by Reporting Region Report

If you have locations in the plan that are mapped to reporting regions, the Monthly Budget By Reporting Region report shows the study costs by month per reporting region over the duration of the study.

1. From the Edit menu, select Plans.
2. Select a plan and click Edit, and then select the Reports tab.
3. In the Costs section, click the Monthly Budget by Reporting Region report.

   Note:

   This is the only report that includes this information.
4. When you are finished reviewing the report, click Close.