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Study Progress Report - This is a site-specific report that will provide a simple view a color-coded overview of all subjects The study progress report provides a color-coded summary of all subject records across the visit schedule, and the status of the records. This report can also filter by date, so users can easily see all subject records that have been added and/or changed in the specified time window (e.g. Show all records updated in the last 24 hours).

This report is accessed on the web and is dependent on permission granted in role security.

On a web browser:

  1. Click on Reports>Study Study Progress Report is found under the Reports menu

  2. Select the Site Filter to select sites to output.desired sites

  3. Select the Aging Filter for time-frame of output.Click the Run Report to execute.records desired. Leave empty to get all records

  4. Run the report

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The report will output as follows:

  1. Name of the report. Includes the name of the study with date/time stamp.

  2. Color-coded key of record status.

  3. Patient Listing with column headers for each record.  Each row is a patient.  Each cell is a record/form within a specific visit. The form has two dates if the form has been completed.  The top date is the visit date indicated on the record. The bottom date is the date the last transaction occurred (i.e. record last saved, record reviewed, etc). If only one date exists it means it is not yet filled out and the date expected is listed.

The color key is partially based on the specific workflow design of the study. These are indicated by an asterisk in the list below. Red, Green, and Yellow are consistent in all studieseach study, but the following statuses will be consistent on all:

Red - Record has been saved but has errors on the form.  (Red X)

Green - Record has been saved with NO errors on the form. (Green Check )

Yellow - Record has an open manual query (Red Icon)

*Light Blue - Record has Monitor review level completed.

*Orange - Record has the Data Management review level completed.

*Purple - Record has Investigator review level completed.

*Dark Blue - Data Manager lock has been placed on the form. 

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