Run Reports on the Reports Tab

The Reports tab provides a list of reports grouped by reporting category, or as thumbnails, so you can quickly and easily identify or distinguish a particular report.

ClearTrial reports output calculations based on the assumptions you entered into the ClearTrial model on the Edit Plan tabs.

Reports can be used to…

• Understand the forecast calculated from the plan's assumptions.
• Verify the trial budget.
• Manage resources.
• Compare fees and costs across plans.
• Build an RFP for a CRO.
• Build a bid for a sponsor.
• Create analyses in Excel (leveraging the format for excel analysis format option to build pivot tables).

You can view each report in the browser (as html), or export it to other formats.

• Report Types
  ClearTrial groups the reports into categories.
• Generate a Report
  Numerous reports are available from the Reports tab to provide details on clinical indicators, costs, FTE/Resources, and comparisons.

Report Types

ClearTrial groups the reports into categories.

You can view the report categories as thumbnail graphics or as a list. You click the thumbnail or list item to select it.

• Clinical Indicators
• Custom Reports (if applicable)

  Note:

  Please contact your account representative or Oracle Consulting Services (OCS) for further information on custom reporting for ClearTrial.
• Costs
• FTE/Resources
• Comparisons (to compare a plan to its template as opposed to comparing plans from the Plan list screen)

Each report provides customization opportunities such as which locations and providers to include, level of detail, grouping of information, and the reporting currency.

Generate a Report

Numerous reports are available from the Reports tab to provide details on clinical indicators, costs, FTE/Resources, and comparisons.

1. On the Reports tab, decide whether to view and select the available reports based on thumbnail graphics or from a list.
   • Click the View as Thumbnails button to see the content and format of the reports.
   • Click the View as List button to see a list of report names and descriptions.

   In either case, reports are grouped into:

   • Clinical Indicators
   • Costs
   • FTE/Resources
   • Comparisons
2. Select a report by clicking the thumbnail or name.
3. Specify content and formatting options for the report, and then click Ok.
   ClearTrial generates the report on a separate screen.
4. You can print the report, view it as PDF, export it to Excel, or export it to CSV.
5. When you are finished working with the report, click Close.