How do I define the Export Selection Criteria?

You define the Export Selection Criteria on the Request Settings page. The default for PDF requests is All Subjects. That choice includes everything in the study. The default for history reports is All Sites.

If you select By Subject or By Site, a page opens for you to make your selections.

To select subjects:

You can select subjects from multiple sites or import subject identifiers from a file.

1. (Optional) From the Select a site to filter drop-down list, limit the subjects shown to the selected site.
2. (Optional) In the Select subjects from list below text box, search for subjects by typing at least three characters of the subject ID.

   Only subjects enrolled prior to the as-of date appear in the list.

3. Using the Shift and CTRL keys, highlight the subjects you want to include, and click the right arrow to move the selected subjects to the Selected List.
4. To select subjects from another site, from the Select a site to filter drop-down list, select the site.
5. Follow the instructions in steps 2 through 4.
6. Click Save.

To select site:

1. (Optional) In the Select sites from list below text box, search for a site by typing at least three characters of the site name.

   Only sites enrolled prior to the as-of date appear in the list.

2. Using the Shift and CTRL keys, highlight the sites you want to include, and click the right arrow to move the sites to the Selected List.
3. Continue selecting sites.
4. Click Save.