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Export participating organization list for study

The complete list of participating organizations added to your study can be extracted as the XLSX file to your computer for sharing with stakeholders or other business purposes.

To export the participating organization list for study
  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 page that opens, select Study Details > Participating Organizations.

    Accessing participating organizations of study
    Figure 3. Accessing participating organizations of study

  3. From the workspace toolbar of Participating Organizations List, select Export linelisting_icon.png.

    Exporting participating organization list
    Figure 4. Exporting participating organization list

  4. In the downloads widget that appears, view your download progress. Select the widget to open the My Downloads dialog.

    Downloads widget for participating organization list
    Figure 5. Downloads widget for participating organization list

  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 extracted participating organization data
    Figure 6. Downloading extracted participating organization data

Once downloaded and saved, the participating organization data in the XLSX format becomes available on your computer. The file has three sheets: Index with the general details, Participating Organizations with the list of organizations whose data has been exported, and Member List with all the staff members belonging to participating organizations whose data has been exported.

Details of exported file with participation organization list
Figure 7. Details of exported file with participation organization list

Tip

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

Accessing participating organization export history
Figure 8. Accessing participating organization export history