A data manager creates a custom report with visualizations

A data manager creates a custom report, with data visualizations, to view a comparison of how many open queries exist at each site, the number of open queries in each form, as well as a custom table that offers additional data.

Open Queries report

Let's go through the required steps to create a custom report with visualizations on how many open queries exist by each site, in a study in Oracle Clinical One Platform. The purpose of this chart is to allow data reviewers to determine where to focus their efforts in closing open queries.

To create this or any other report, you must have authoring access to Oracle Clinical One Analytics. See About your access to Oracle Clinical One Analytics.

1. Select a dataset to work with.

   For the purpose of this use case, select the Queries dataset.

2. From the Data Elements pane, expand the the following folders and then drag and drop the following elements at the top of the canvas, to use them as filters for your custom report.

   Folder to expand	Data element to use	Additional instructions
   Study	STUDY_ID_NAME	In the filter dialog, select the study you want to use to filter out the data on queries from Oracle Clinical One Platform
   Audit	IS_CURRENT	In the filter dialog, select Y if you want to only include currently opened queries or N, if you want to include all opened queries to ever be raised at in a study.
   Query	STATE	In the filter dialog, select the Opened status.
   Site	SITE_ID_NAME	Drag the data element onto the empty canvas.
   Reference	COUNT	Drag the data element onto the Values (X-Axis) section in the Grammar Panel.

3. On the Grammar Panel, click the first row, and select the Horizontal Bar visualization.
4. On the right, select the Visualizations pane.
5. Select the Horizontal Bar visualization and drag it onto the canvas, next to the other visualization you just created.
6. Go back to the Data Elements pane and drag and drop the following data elements:

   Folder to expand	Data element to use	Additional instructions
   Form	FORM_NAME	Drag and drop the data element onto the empty box.
   Reference	COUNT	Drag and drop the data element onto the Values (X-Axis) section in the Grammar Panel.

7. On the right, select the Visualizations again.
8. Select the Table visualization and drag it onto the bottom of the canvas, under the two horizontal stack visualizations you just created.

   Folder to expand	Data element to use	Additional instructions
   Site	SITE_ID_NAME	Drag and drop the data element onto the empty tabel.
   Subject	SUBJECT_NUMBER	Drag and drop the data element onto the Rows section, in the Grammar Panel.
   Form	FORM_NAME	Drag and drop the data element onto the Rows section, in the Grammar Panel.
   Query	HAS_QUERY QUERY_COMMENT QUERY_AGE	Drag and drop the data elements onto the Rows section, in the Grammar Panel.
   Item	ITEM_NAME VALUE	Drag and drop the data elements onto the Rows section, in the Grammar Panel.

9. In the top-right corner, click Save.
10. At the bottom of the right pane, select the General category, and customize the title as Open Queries by Site.
11. Select the Labels Axis category, click Title, select Custom, and enter user-friendly names for the axes included in your visualizations.
12. In the upper right corner, click the Share icon and then click File.
13. On the File dialog, fill-in the following fields, and click Save:

    Field	Description
    Name	Enter a name for your custom report. For the purpose of this exercise, enter Open Queries report.
    Format	Choose the appropriate format for exporting this custom report. For the purpose of this exercise, because this custom report contains graphics, you can select either Powerpoint (PPTX), Acrobat (PDF), or Image (PNG).
    Include	Choose either Active Canvas or All Canvas.
    Size	Choose the appropriate format size for your report.
    Orientation	Choose either Landscape or Portrait.