Shipment Order Summary report
This report provides summary details about the status of each order made in a study.
This report is available in CSV, HTML, and PDF formats.
Modes
This report is available in all 3 modes.
Permission required to run the report
Any user who's assigned the Run the Order Summary Report permission can generate this report.
Users with Blinded Depot User permission can now see unblinding kit numbers to fulfill shipments. Only data from manually associated depots and sites by the user administrator will show when running the report.
Filters
Filter | Description |
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Date range | Choose a date range for the report. The report will include orders that were made during that date range. |
Received by | Choose a site or depot to view orders that were received only at those locations, or leave this filter blank to run the report for all sites and depots. |
Received date | Choose a site or depot to view order that were received on a specific date, or leave this filter blank to tun the report for all sites and depots. |
Shipped by | Choose a site or depot to view orders that were shipped only by that site or depot, or leave this filter blank to run the report for all sites and depots. |
Order status | Choose an order status to include only orders with that status, or leave the filter blank to include orders of all statuses. |
File | Choose the output type for the report:
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Field descriptions
Initial fields | Description |
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Customer name | A customer's name used to purchase the cloud subscription. |
Study name | A study's ID as entered by the study manager when they created the study. |
Mode | The mode in which you ran the report. |
Report generated by | User name of the user who generated the report. |
Created date | UTC time and date of when this report was run. |
Date Range | Period of time you selected when running this report. |
Shipped By | The depot or site that shipped the order. |
Received By | The depot or site that received the order. |
Received Date | The date on which the order was received. |
Order Status | The order's status you selected when running the report. For example, an order's status might be New, Pending, In Transit, Received, Cancelled or Lost. |
Fields displayed for every order | Description |
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Shipped By | The depot or site that shipped the order. |
Shipped To | The depot or site the order was shipped to. |
Shipped To Country | The country the order was shipped to. |
Shipment ID | An unique identifier for the shipment. |
Shipment Type | A shipment can be:
|
Tracking Number | A shipment's tracking number, as entered by a clinical supply manager, used to track the expedition of a shipment to a site or depot. |
Shipment status | A shipment's status at the moment the report is run. For example, a shipment's status might be New, Pending, In Transit, Received, Quarantined, Cancelled or Lost, at the time you're running this report.
Note: A shipment's status will only be Quarantined if the entire shipment has been marked as Quarantined. Otherwise, the shipment's status will be Received. |
Temperature Monitor Status | The status of a temperature monitor included in a shipment. For example, the temperature monitor status might be:
Note: If your study does not allow for temperature excursions, this column will display as N/A. |
Date Requested | The date the order request was made. |
Date Received | The date when the order was received. |
Days Outstanding | The number of days between the date when the shipment was created and the current date. If the shipment is received, days outstanding represent the number of days from when the shipment was In transit to when it was received. |
Date Cancelled/Marked Lost | The date when the order was marked as Cancelled or Lost. |
Kit Count | The number of kits included in the order. |
Kit Numbers in Shipment | The kit numbers of all the kits included in the order. |
Parent topic: Report descriptions