Summary reporting

The Discrepancy interface operation GetSummaryCounts allows you to specify multiple filters in a single request with different studies.

1. Select the Summary Reporting tab.

   Figure 2-6 Summary Reporting

   
2. Fill in the fields:
   • Trial (Required) - The study name for which you want to generate summary reports of discrepancies.
   • Filter Name (Optional) - Name for the current request filter. The filter name can be used to decipher the response.
   • Trial Criteria:
     • Site ID, in the form of a DBUID.
     • Subject Guid.
     • Visit Name.
     • Visit Index. If you specify a visit index, you must also specify a visit name.
3. Click Add Filter To Request.
   A SummaryFilter is added to the Current Summary Request field, which displays the SummaryRequest XML as you are building it.

   You can add multiple filters to the request. In the response, a separate SummaryFilterRequest is returned for each filter, containing summary counts of discrepancies based on that filter.

4. When the request is complete, click GetSummaryCounts.
   • The GetSummaryCounts response XML displays in the results pane in a single tab.
   • The filters remain in the Current Summary Request field until you click Clear Request.
   • You can repeat the procedure to get additional summary reports.