Associate custom reports with the new operational packages

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Associate custom reports with the new operational packages

Note: This step is required only if you are upgrading from any InForm 4.6 studies.

  1. Manually associate the custom reports developed in the InForm 4.6 application using the InForm Trial Management for <trialname> operational package with the new operational package in InForm 6.2 <studyname> InForm Trial Management.

    For each report:

    1. Log in to the Reporting and Analysis module as an administrator..
    2. On the left, select Team content, and navigate to the folder where the custom reports are stored.
    3. Hover over the report name, and click the More icon (Icon_Three buttons) on the right.
    4. Click Edit report.
    5. On the left, click the Data button, and select the Source tab.
    6. Right-click the InForm Trial Management for <trialname> package, select Replace package, and then click OK to confirm.
    7. Select the <studyname> InForm Trial Management, and click Open.
  2. Delete the InForm Trial Management for <studyname> operational packages from the InForm 4.6 application.
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