How to configure and use reports

Learn how to configure reports in the reports module to apply to your needs and how to download them.

Definition

The different reports in Climedo’s reports module allow stakeholders to retrieve study and subject data in an aggregated way. Each report has various customization options which allows to generate reports with the most relevant data at any time. Reports can be downloaded in Excel format.

The following report options are available at the moment:

General

1. The query status report gives an overview of all queries per query status, site and subject. Additionally, the total number of manual and automatic queries can be displayed separately. Only subjects and sites with at least one query are included in the overview.
2. The subject status report shows a subject’s fill-out progress, locking and signature status, and SDV progress. It can be shown per form or summarized per study step or overall study. Depending on the locking and signature functionalities used per form, respective columns are displayed. The status is identical with the status in the subject overview. For the progress calculation, only required fields are taken into consideration. This report may serve for remuneration purposes.
3. The subject enrollment report gives an overview of the number of subjects in the study per status and per site. Additionally, it is possible to see how subject enrollment developed over the months from study creation or activation until the current month.

Scheduled events

1. The data count report shows a frequency table for selected fields of scheduled event forms, indicating how often a certain answer option has been chosen in total and per site for active and completed subjects. The following field types can be selected: single choice, multiple choice and dropdown. The configured answer options per field are displayed as the table column headers; the counted frequency number in the cells. Choose if fields are displayed with display or export labels; and if answer options are displayed with option labels or values.
2. For the exact data report you can choose up to 30 fields from the configured scheduled event forms to be displayed next to each other. This allows you to create your very own custom export by only showing relevant data. You can choose whether fields should be displayed with display or export labels; and whether answer options should be displayed with option labels or values.

(S)AEs

1. The (S)AE status report shows the fill-out progress, locking and signature status, and SDV progress per (S)AE summarized overall or per form. Depending on the locking and signature functionalities used per form, respective columns are displayed. The status is identical with the status in the (S)AE overview. For the progress calculation, only required fields are taken into consideration.
2. For the exact data report you can choose up to 30 fields from the configured (S)AE forms to be displayed next to each other. This allows you to create your very own custom export by only showing relevant data. You can choose whether fields should be displayed with display or export labels; and whether answer options should be displayed with option labels or values.

The reports module can be accessed via the navigation bar on the left side.

Report Configuration

Users with the management rights “Reports - Configure” can access the reports module on the left sidebar and start configuring the above listed reports, following these steps:

In this view all already configured reports are listed. You can add new reports by clicking "Add a new report" on top of the module.

There are two simple steps to configure the report. 1) Name the report, 2) select one of the basis reports presented below. Upon selection you will have the option to configure the basis reports according to your needs by simply selecting the information that is relevant to you. For data reports a third step is added where you can decide the input field label to be exported. Save (and initiate) the report.

A click on “Report examples” shows you more information for every report and shows all report options in a visualized way.

Read the following article to learn how reports are initiated: How to initiate/download reports

Video

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.