Summary

This article covers the forms that can be reported on in the Ad-hoc Reports Manager and what can occur from the reports table. 

Table of Contents

Ad-Hoc reports allows the creation of reports on CTMS data. The ad-hoc report tool for CTMS will only allow reports on a single form (or data table) and allow extraction of configurable fields configured through CTMS Settings. The following is a list of the forms (data tables) that can be reported on in the Ad-hoc Reports Manager:

  • Data Management
  • Monitoring Visit Plan
  • Packaging & Shipping
  • Personnel
  • Product
  • Regulatory Body
  • Site
  • Site Budget
  • Site Contract
  • Study
  • Study Budget
  • Study Deviation
  • Study Site
  • Study Vendor
  • Study Vendor Contract
  • Study Vendor Contract & Budget
  • Submission
  • Vendor
  • Vendor Audit
  • Vendor Budget
  • Vendor Contract
  • Vendor Invoice
  • Vendor Payment Terms

Reports can be viewed in two ways. The first way involves adding the specific ad-hoc report to the study homepage as a widget. The second way involves running the report through the Ad-Hoc Reports screen.

Note: The accessibility of each report is determined by the report's configured permissions.

Access Ad-Hoc Reports

From within CTMS, click the expandable menu to the left of the screen, select the red arrow beside Reports to expand the Reports sub-menu and select Ad-Hoc Reports.


Ad-Hoc Report Table

On the Ad-Hoc Reports screen the Reports table will list all ad-hoc reports that have been created and to which the user has access.


From the Reports table the following can occur:

  • Run the report by selecting the Run icon in the Run column.
  • Select Fields component to Edit the Fields in the report.
  • Select Properties Component to edit the properties for the report.
  • Select Output Component to edit the output for the report or report package.
  • Select Contents to edit the contents of a report package.
  • Select the edit icon in the Edit column to edit the report items from the Create Report screen.
  • Select the delete icon to delete the report. A confirmation screen will appear to confirm the deletion. Deletion of a report can occur by selecting the checkbox and Delete Checked from the dropdown menu.

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