Contents

Introduction to Reporting and Analysis About report data The Reporting and Analysis database Basic relational database concepts Reporting and Analysis terminology Data models Data model security Packages InForm Trial Management package Study-specific clinical package Locales in the Reporting and Analysis module Reporting basics and options Reporting and Analysis portal Report folders Report output icons Portal icons Portal tools Renewing your credentials Personal pages New Page wizard Report options Report options for ad hoc reports Report options for standard reports Run with options for ad hoc and standard reports Run with advanced options for ad hoc and standard reports Report types Ad hoc reports InForm standard reports Custom reports Comparison of report types Scheduling reports Scheduling a single report Scheduling multiple reports New Job wizard Run with options page for an existing job Set Properties page for an existing job Comments in saved reports Enabling comments in a saved report Adding a comment to a report Study design considerations Subject status requirements DOV controls Labels for clinical report elements Optional study elements Reserved words for Reporting and Analysis Configuring computer settings for Reporting and Analysis Browser settings for Internet Explorer Browser settings for Mozilla Firefox Windows Explorer settings Ad Hoc Reporting About Ad Hoc Reporting InForm to Cognos naming correspondence Accessing the Ad Hoc Reporting workspace Ad Hoc Reporting workspace Ad Hoc Reporting tree Ad Hoc Reporting menu Running and saving ad hoc reports Using the Ad Hoc Reporting tree to create reports Running an ad hoc report from the Ad Hoc Reporting workspace Running an ad hoc report in a new window Saving an ad hoc report Previewing report output with limited or no data Preview formats Using the design-time report viewer Using the run-time report viewer Opening an ad hoc report in Report Studio Editing data in an ad hoc report Opening an existing report Editing tools in the Ad Hoc Reporting workspace Using predefined filters Filter definitions Adding a filter Adding a filter without adding a column Removing a filter Combining filters Sorting the elements in a report Sorting data without adding a column Summarization Adding summary data to a report Configuring automatic summarization settings Configuring drill up, drill, down, and drill through settings Lineage information for data Changing the display format for report elements Renaming titles and headings Changing the page layout for a report Suppressed and deleted data in reports Internal IDs About internal IDs Internal IDs in the Clinical Data by Form folder Internal IDs in the Trial Management data model Calculations and conversion rules About calculations and conversion rules Calculations on date time elements Creating a calculation Dates with unknown date parts Calculations on string elements Calculations on numeric elements Calculating business days versus number of days Crosstab reports About crosstab reports Crosstab development tools Charts About charts Chart development tools Custom groups About custom groups Defining a custom group Custom groups on date time elements Custom groups on numeric elements Custom groups on string elements Reporting on study management data Study management report elements InForm Trial Management reporting tree Element descriptions Study Info report elements Study Info: Sponsor Study Info: Study Study Info: Study Versions Sites report elements Sites Subject report elements Subjects Subjects: Subject Status (text) Subjects: Subject Status Counts Subjects: CRB Status Counts Subjects: Subject Status Dates Subjects: Subject Status by Month and Year Visit report elements Visits Visits: Visit Properties Visits: Visit Counts by Property Visits: Visit Status Counts Visits: Visit Dates Forms report elements Form elements and expected forms Forms Forms: Properties Forms: Form Counts by Property Forms: Form Status Counts Forms: Review States Forms: Review States Counts Forms: Form Dates Forms: Form Status by Month and Year Forms: Aging Forms: Cycle Times Section report elements Sections Sections: Properties Item report elements Items Items: Item Properties Items: Item Counts by Property Items: Item Status Counts Items: Item Dates Rule report elements Rules Query report elements Queries Queries: Properties Queries: Query Counts Queries: Query Dates Queries: Query Status by Month, Year Queries: Cycle Times Queries: Aging Comment report elements Comments User Info report elements User Info: Users User Info: Group Associations User Info: Historical User Info Predefined filters Filters Reporting on clinical data Clinical data reports Reporting on clinical data Clinical reporting tree Clinical reporting elements Creating reports with both clinical and study management data Clinical data in the Ad Hoc Reporting tree Default labeling Clinical report elements: forms and itemsets Code report elements Data that require units of measure Itemsets, repeating visits, and repeating forms Deleted itemset and form instances Date controls Incomplete Data Reasons Reference information for report elements Reporting on multi-instance forms and visits About multi-instance forms and visits Filtering reports with more than one multi-instance form or itemset Reporting on forms with itemsets Example 1: One non-repeating section and one itemset Example 2: Incomplete non-repeating section and one itemset Example 3: Incomplete non-repeating section, one itemset, and an additional form Example 4: One non-repeating section with multiple itemsets Example 5: Incomplete non-repeating section with multiple itemsets Reporting on associated forms Example: Adverse Events and Concomitant Medications association InForm standard reports Standard reports InForm standard reports by category Running and saving standard reports Running a standard report from the Reporting and Analysis portal Running a standard report in a new window Saving a standard report definition Saving a standard report as a report view Opening a standard report in the Report Studio application Components of a standard report Report prompt page Selection Criteria section Cascading prompts Checkboxes Drop-down lists Text boxes Calendars List boxes Sort Options section Buttons Summary page Report/Graph page Show/hide report selections Graphs and columns Report header and footer Data in standard reports Report folders Report actions Query reports Outstanding Queries by Site and Visit Selection criteria: Outstanding Queries by Site and Visit Report/Graph page: Outstanding Queries by Site and Visit Query Aging by Site Selection criteria: Query Aging by Site Report/Graph page: Query Aging by Site Query Cycle Times by Site Selection criteria: Query Cycle Times by Site Report/Graph page: Query Cycle Times by Site Query Cycle Times by User Selection criteria: Query Cycle Times by User Report/Graph page: Query Cycle Times by User Query Performance Summary by Site Selection criteria: Query Performance Summary by Site Report/Graph page: Query Performance Summary by Site Query Performance Summary by User Selection criteria: Query Performance Summary by User Report/Graph page: Query Performance Summary by User Query Status by Site Selection criteria: Query Status by Site Report/Graph page: Query Status by Site Query Status by Site and Subject Selection criteria: Query Status by Site and Subject Report/Graph page: Query Status by Site and Subject Query Status by Site and Visit Selection criteria: Query Status by Site and Visit Report/Graph page: Query Status by Site and Visit Query Status by User Selection criteria: Query Status by User Report/Graph page: Query Status by User Query Volume by Month by Site Selection criteria: Query Volume by Month by Site Report/Graph page: Query Volume by Month by Site Query Volume by Rule Selection criteria: Query Volume by Rule Report/Graph page: Query Volume by Rule Subject Counts with Outstanding Queries Selection criteria: Subject Counts with Outstanding Queries Report/Graph page: Subject Counts with Outstanding Queries Case Report Form (CRF) reports CRF Aging by Site report Selection criteria: CRF Aging by Site Report/Graph page: CRF Aging by Site CRF Cycle Time Detail by Site Selection criteria: CRF Cycle Time Detail by Site Report/Graph page: CRF Cycle Time Detail by Site CRF Cycle Time Detail for a Site Selection criteria: CRF Cycle Time Detail for a Site Report/Graph page: CRF Cycle Time Detail for a Site CRF Site Performance Summary by Site Selection criteria: CRF Site Performance Summary by Site Report/Graph page: CRF Site Performance Summary by Site CRF Status Detail by Site and Subject Selection criteria: CRF Status Detail by Site and Subject Report/Graph page: CRF Status Detail by Site and Subject CRF Status Detail by Visit and Site Selection criteria: CRF Status Detail by Visit and Site report Report/Graph page: CRF Status Detail by Visit and Site CRF Status Summary by Site Selection criteria: CRF Status Summary by Site Report/Graph page: CRF Status Summary by Site CRF Status Summary by User Selection criteria: CRF Status Summary by User Report/Graph page: CRF Status Summary by User Item reports CRF Item Listing Selection criteria: CRF Item Listing Report/Graph page: CRF Item Listing Source Verification Listing Selection criteria: Source Verification Listing Report/Graph page: Source Verification Listing Subject reports Case Book Completion and Query Summary by Site Selection criteria: Case Book Completion and Query Summary by Site Report/Graph page: Case Book Completion and Query Summary by Site Cumulative Subject Enrollment by Month Selection criteria: Cumulative Subject Enrollment by Month Report/Graph page: Cumulative Subject Enrollment by Month Subject Dropout Count by Reason Selection criteria: Subject Dropout Count by Reason Report/Graph page: Subject Dropout Count by Reason Subject Enrollment Status by Site Selection criteria: Subject Enrollment Status by Site Report/Graph page: Subject Enrollment Status by Site Audit Trail reports Audit Trail Report Selection criteria: Audit Trail Report Report/Graph page: Audit Trail Report Historical Login Report Selection criteria: Historical Login Report Report/Graph page: Historical Login Report Where to find the product documentation Documentation accessibility Access to Oracle Support Legal notices