Create an Audit Trail Report (ATR)

Generate this report to view a history of changes made to study data.

For more information about this report, see What reports are available?
  1. Click Archives in the top navigation bar.
    The Site Archives page opens, your site is displayed by default. You are presented with a drop-down if you are associated with multiple sites.
  2. On the Requests tab click Create Requests, then select Audit Trail Report.
    The Create History Request - Study Information page opens.
  3. Complete the following fields, then click Next.
    The Create History Request - Request Settings page opens.

    Table 2-4 Study Information field details

    Field Details
    Request Name The default value is the study name plus the date/time. Rename if applicable.
    Request Description Optional
    Select Request Type Select Audit Trail Report
  4. Define your filters.
    Details about each filter can be found in the following table.

    Table 2-5 Request Settings field details

    Filter Details
    Headings Language Select Japanese to display bookmarks, headers, and labels in Japanese. The default is English.
    Include Study Name in the Subject CSV File name Select Yes (default) for the study name to appear in the subject CSV file name.
    Generate TOC Select Yes to create a table of contents (TOC) with links to all generated files in a request.
    Select Date Range Select a From and To date range to include all or some data in the output.
    Selection Criteria Use the Sites, Subjects, Visits, Forms, and Modification Type filters to generate the report for an entire trial or site, or for a specific subject, visit, form or modification type.

    The Sites filter defaults to your site and cannot be changed. If you belong to multiple sites, it displays the site selected on the Site Archives page.

    The Rights Group and Usernames filters are disabled and set to ALL by default.

    1. Click the arrow to the left of the filter to expand the section.
    2. Use the arrows to move your selections from Available to the Selected List. Hold Ctrl to select multiple options.
  5. Click Next
    The Create History Request - Review and Submit page opens.
  6. Confirm the report settings and click the View Selection link to confirm the report includes the correct information. Click Print to print the report settings.
  7. Click Submit.
    The Request Submitted page opens.
  8. Click Yes, Create another or No, Go to Processing Page.
    If Yes, Create another is selected you are taken to the Create History Request - Study Information page. If No, Go to Processing Page is selected you are taken to the Site Archives page.
  9. On the Site Archives page click Refresh until the Download link is made available.
    For more information, see Download archives and reports.