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Configure script-generated report

Script-generated reports are configured to extract data from eTMF files and provide a convenient table-view data representation in CTMS. The data extraction is performed according to your configurations from the respective uploaded R script, hence the name—script-generated reports. This functionality might become useful for sponsors who use an external EDC system and want to extract the data from there and review it via eClinical CTMS.

Important

To start configuring a script-generated report, you need to meet the following preconditions:

  • Configure a root directory for files in eTMF from which the data is to be extracted.

  • Have the R script file ready according to which the system is to extract data from eTMF and generate a report in CTMS.

To configure a script-generated report
  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. On the page that opens, from the left pane, select Script-generated Reports > Report Setting.

  3. On the Report Setting List page that opens, from the workspace toolbar, select New Item add_new_icon.png.

    Adding new script-generated report
    Figure 3. Adding new script-generated report

  4. In the form that opens, complete the configurations as suggested in the following table.

    Configuring script-generated report
    Figure 4. Configuring script-generated report

    Tip

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

    Element

    Details

    Basic Information

    Report Type*

    Select the type of report you want to create: Clean Patient Tracker, Key Risk Indicators (KRI), Raw Data Validation, or Potential PD.

    The report types available here must be preconfigured under the LIBRARY tab via the reference data functionality.

    Report Name*

    Enter the descriptive name of the report to make it distinguishable in the system.

    Description

    Enter more details to describe the report's purpose or specifics.

    Data Source

    Server Type*

    Select the server from which the system extracts the data for the configured report.

    Currently, only the eTMF server type is available in the system.

    Root Path*

    Expand the dropdown menu and drill down the explorer tree to select the eTMF directory to associate it with the configured report. Once the report is configured and active, the system runs the R script and extracts data every time files are uploaded to the selected directory.

    Selecting root directory
    Figure 5. Selecting root directory

    Role Permission List

    Permission

    Represents the Read, Write, and Export actions to which you can grant permissions for specific roles in CTMS.

    Role Category

    Select user roles next to respective permissions to allow them to read, write, or export the configured report.

    Upload Script

    Upload the preconfigured R script file that must be run to extract the data from eTMF.

    Note that for raw data validation, the user should upload an XLSX file that includes all validations configured.

    Send Email(s) Once Generated Report

    Enter the email addresses of the assignees who must be notified each time the report is generated in CTMS.

    SAVE

    Select save_button.png to save the implemented changes.

Upon saving, the report is configured. The system now runs the R script every time the data is uploaded to the respective eTMF directory. You can now view your script-generated report in CTMS.