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Export study site list

A site is a medical facility or a research center where the study is conducted. Using the Export feature, you can generate a list of all sites associated with a study in the CTMS application and then download it to your computer for offline usage.

To export the study site list
  1. Access the study management page in one of the following ways:

    • In the CTMS application header, select the DASHBOARD tab and then select the study dashboard of your interest.

      Accessing study management from dashboard
      Figure 1. Accessing study management from dashboard

    • In the CTMS application header, select the STUDY MANAGEMENT tab. Then from the Study Data List table, select the study name of your interest.

      Accessing study management from study data list
      Figure 2. Accessing study management from study data list

  2. From the left pane of the study page that opens, select Study Details > Site List.

    Accessing study sites
    Figure 3. Accessing study sites

  3. In the Site List table, from the workspace toolbar, select Export linelisting_icon.png.

    Tip

    Note that the visible column setting applied via Columns columns_icon.png affects the exported file; only the visible columns' data is included in the exported file.

    Accessing option to export study site list
    Figure 4. Accessing option to export study site list

  4. The downloads widget appears showing the export progress. Select the widget to access exported files.

    Downloads widget showing sites being exported
    Figure 5. Downloads widget showing sites being exported

  5. In the My Downloads dialog that opens, you can find the following tabs:

    • Preparing: lists all the files whose export is in progress, and they are not yet ready for download. Wait until the needed file moves to the Download is Ready tab.

    • Download is Ready: lists the files whose export is complete, and they can be downloaded to your computer by selecting download_icon.png.

    Downloading site list
    Figure 6. Downloading site list

Once downloaded and saved, the study site data in the XLSX format becomes available on your computer.

Tip

The extracted file version is saved in the system and can be accessed from Export History export_history_icon.png.

Accessing study site export history
Figure 7. Accessing study site export history