Database Merge Reports

Owned by TK Support, created
Last updated: Jan 28, 2021
3 min read

Instructions

Database Merge reports allow you to "Merge" a form letter or report with data entered into Case Report Forms.  Document processing offers the ability to have templates for referring physician letters, thank you letters, or ePro instructions that can be merged with patient-specific records for reports to quickly and efficiently run and manage your study.

Access depends on access to the report builder.

 

  1. Click on Reports>DB Merge Reports

  2. Click on Edit to display the template of the report in the white work area below.

  3. Select Correct site from Site drop-down (if applicable)

  4. Click on Subject to merge into the report.

  5. Click on Merge and Create Report

The following describes the codes available to be used in your report:

Change Form
[!{'current form' : {'name' : 'ENTER FORM NAME HERE' , 'visit' : '-1'}}!]  

Note -1 in the string above means unscheduled visit.

To get the visit ID: Go to Create or Edit Scheduled Visit Application under the Study Menu. The db_id column number will give you the visit id where the form is located.

Text Field
[!{'field': {'name' : 'FIELD NAME'}}!]

Interval

Interval: [!{'constant': {'name' : 'interval_name'}}!] 

Image Field
[! {'image_field': {'field_name':'Field Name', 'width':'500', 'height':'300'}}!]

Table from One to Many Form
[!{'table': {'form_name' : 'Field Name', 'fields' : {'1' : 'al_act', '2' : 'al_datetime', '3' : 'al_dist', '4' : 'al_dir'}}}!] 

Table from One to Many Form with interval included in table as column

[!{'table': {'form_name' : 'Follow Up', 'fields' : {'1' : 'FU_DATE', '2' : 'FU_REASON', '3' : 'PAINLEVEL', '4' : 'COMMENTS', '5' : 'interval_name'}}}!]

Use Constant
[!{'constant': {'name' : 'sub_profile_id'}}!]

Avoid Page Break
<div style="page-break-inside: avoid">
[! {'image_field': {'field_name':'sp_image', 'width':'500', 'height':'300'}}!]
</div> 

Must have the following string in your document to declare an end.
Declare End of Document
[!{'end':'end'}!] 

  1. Select Study Tab on the bottom of the screen

  2. Select Database Merge Reports from choices

 

 

  1. Select Correct site from Site drop-down (if applicable)

  2. Click on Report to merge with subject data to produce output

  3. Click on any icon to navigate through the application

 

 

  1. Select the Subject you want to merge and produce a report with.

  2. Click on any icon to navigate through the application

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