Case Report Documents Report

Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library. Click the Clinicals tab. In the Standard Reports section of the tab, click run next to Case Report Documents.

To access reports on the Clinicals tab of the Report Library, you must have the Clinicals user permission and the Report: Report Library: Clinicals permission. The Report: Report Library: Clinicals permission is included in the following roles:

• Practice Superuser role
• Report Reader role

Note: To activate the Case Report Documents report, use the Activate Reports page.

1. Display the Report Library: On the Main Menu, click Reports. Under General, click Report Library.
2. Click the Clinicals tab.
3. Click run next to Case Report Documents in the Standard Reports section of the tab.
   The Run Report: Case Report Documents page appears.
4. Case Report Date Range — Enter the start and end dates for the range of reportability response documents that you want to include in the report, or select a date range from the menu.
5. Report Format — Select the report format:
   • HTML table — Display the report results on your screen.
   • Text (tab-delimited) — Export the report results to a .csv file in tab-delimited format.
   • Text (comma-delimited) — Export the report results to a .csv file in comma-delimited format.
6. Report Options — Select the desired options:
   • Suppress Column Headings — Select this option to remove column headings from the report results.
   • Suppress Report Name — Select this option to remove the report name from the report results.
   • Show Filter Criteria — Select this option to include your selected filter criteria in the report results.
   • Run Offline (will appear in your Report Inbox tomorrow morning) — Select this option for very long reports. Reports that are run offline appear in your Report Inbox the morning after the request.
7. Click Run Report.