Summary

This article explains how to merge reports with data entered into Case Report Forms. 


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.


On a Web Browser:  


  1. Click on Reports and select DB Merge Reports from the drop-down menu.

  2. Click on Edit to display the report template.
  3. Select the site from the Site drop-down menu.
  4. Click on the Subject you want to merge into the report.
  5. Click on Merge and Create Report.

The following codes can be used in the report:


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

 

Note -1 in 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 visit id where 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'}!] 



Need more help?

Please visit the Datatrak Contact Information page.