Reporting

Action Item Report
Summary This article describes the Action Item Report and how it can be used to look for missing records or records that need to be reviewed.  Table o...
Fri, Mar 25, 2022 at 11:24 PM
Dashboard Report
Summary This article covers the features and metrics included in the Dashboard Report and how to obtain detailed information from the report. Table of...
Fri, Apr 9, 2021 at 5:23 PM
Record Status Report
Summary This article covers the details and features of the Record Status Report The Record Status Report is tied to the Dashboard Report permission and...
Thu, Mar 24, 2022 at 11:29 PM
Study Progress Report
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 win...
Thu, Feb 11, 2021 at 2:43 PM
Site By Users Report
Summary This article covers how to view all user names, emails, and roles for study sites on both the web browser and on a mobile device.  Table of Co...
Fri, Aug 20, 2021 at 10:20 AM
Background Export Jobs
Summary This article covers the Background Export Jobs, which allows you to run a report and continue working while the report runs. Once the report is fin...
Thu, Aug 26, 2021 at 2:58 PM
View and/or "UnDelete" Deleted Records
Summary This article covers viewing and/or restoring deleted records.  Note: Data is never deleted from study; it is only hidden from views of the data...
Fri, Apr 9, 2021 at 5:42 PM
Report Builder
Summary This article explains ad hoc reporting and how to create or add a new report, edit an existing report, and execute a report.  Table of Cont...
Sat, Mar 26, 2022 at 12:12 AM
Mobile PDF Reports Upload
Summary In this article, we cover uploading PDF reports into Datatrak Direct. PDF reports can be uploaded via the website and made available to mobile a...
Fri, Apr 9, 2021 at 5:48 PM
Database Merge Reports
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...
Tue, Apr 13, 2021 at 10:22 AM