Study Tracking

Track all of your studies' teams, vendors, and participants

Create a report

Complete the following steps to create a report:

  1. From the Reports tab, select Create > Report.
  2. From the Create Report menu, select a Report Type to indicate the kind of data that your report should include. See details on report types here.
  3. Select Continue.
  4. Optionally, enter a Name and Description for the report. If you skip this step, you can enter these details when saving the report.
  5. Make selections for the various report options.
  6. Select Continue to open the report builder. See report builder details for tabular or matrix reports.
  7. Select Run to view the results. If needed, you can return to the report builder and modify the report details.
  8. Select Save when you’re satisfied with the report.