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Export on-demand report template

In EDC, you can configure custom reports to include only the data you need for your statistical analysis or other business needs.

There are multiple ways to configure the on-demand report, one of which is the template file import. In EDC, you can export an empty on-demand report template, fill it with data, and then import it back to the system.

To export an on-demand report template
  1. In the EDC application header, select the REPORTS tab.

  2. On the page that opens, in the left pane, select On-Demand Report > Report Configuration.

    Accessing on-demand report configuration
    Figure 1. Accessing on-demand report configuration

  3. On the Report Configuration page that opens, from the workspace toolbar, select Export Template download_template_icon.png.

    Selecting to export report template
    Figure 2. Selecting to export report template

  4. In the Export Template dialog that opens, complete the fields as explained in the following table.

    Defining parameters of on-demand report template
    Figure 3. Defining parameters of on-demand report template

    Tip

    In the following table, mandatory elements are marked with an asterisk (*).

    Element

    Detils

    Report Name*

    Enter the unique name for your report.

    Report Type*

    Select the level of your intended on-demand report as follows:

    • Study Level: to export the template for the report intended to track data on the study level.

    • Site Level: to export the template for the report intended to track required data per site.

    • Subject Level: to export the template for the report intended to track required study data per subject.

    • R Script: to export the template for the report whose data is based on the R script configured according to your requirements by the EDETEK team.

    Description

    Enter brief information describing your report to present its purpose and specifications, if any.

    SAVE

    Select save_button_red.png to save the implemented changes and download the XLSX file to your local machine.

    CANCEL

    Select cancel_button_white_blue.png to discard the changes and close the dialog.

Once the empty XLSX template file is saved, you can see its general details under the Index sheet and configure your required report parameters under the Report Configuration sheet.

Filling on-demand report template
Figure 4. Filling on-demand report template