How to set up reports (default reports)

As a data or project manager, it is essential to have a system in place for creating and analyzing reports. One way to streamline this process is by setting up default or general reports. In this guide, we will walk you through the steps to set up general reports in the Climedo software.

Initiating a pre-defined report at any time will provide you with the status quo of the data throughout your study documenting its progress. General reports such as a “query report” can further support the query process for both data management and monitoring.

Please note that the premium feature “reports” needs to be enabled for your study. In addition, your user management rights have to allow you to configure reports, while your role needs to have the right to export reports enabled. Contact your customer success manager if in doubt.