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Reporting objects allow Study Administrators to create basic graphical reports for ad-hoc execution, or to display on the home screen of the mobile app for other targeted user roles in the study.

Configuring Reporting Objects

It is accessible to anyone with the HOST level permission in role security.

Reporting objects can be accessed from the Host menu on the iOS mobile app only.

From the following screen, new reports can be created and existing ones can be executed or updated.

When defining a report, targeting it to specific roles in a given study and checking the box to “display the chart on home page” will cause the report to display on the home screen of the app when those particular user roles sign in (currently only on iOS). Any number of reports can be displayed to end users.

When selecting a form to report the data for, any single-select choice fields will be available to use. This will ‘tally’ up the number of responses made for each choice within that field.

For example, a study may need to report on the number of AEs in the various categories. To do that simply select the Adverse Events form in the study, the report type, and choose the AE category field from the form.

Executing Reporting Objects

On the home screen for users that have access to see the report, it will display in a collapsable section of the screen. From here, the full report can also be generated in table view and exported.

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