Summary

This article covers how to run the Study Progress Report and how to analyze the color-coded data and filter the results based on specified time windows. 

The Study Progress Report is a site-specific report that will provide a simple, color-coded overview of all subjects and the status of the records. Users can filter this report by date to easily see all subject records that have been added and/or changed in the specified time window (e.g., to show all records updated in the last 24 hours).

On a Web Browser:

1. Click on the Reports tab then select Study Progress Report.
   
   
2. Select the sites to output under the Site Filter.
   
   
3. Select the time frame under the Aging Filter.
   
   
4. Click Run Report to execute.

The report will output the following:

1. The name of the report includes the name of study with date/time stamp
   
2. A color-coded key of record status
3. A 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 (e.g., the record last saved or record reviewed). If only one date exists, it means it is not yet filled out and 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 on all studies:

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 Data Management review level completed.

*Purple - Record has Investigator review level completed.

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

Need more help?

Please visit the Datatrak Contact Information page.