Summary

This article describes how to create general reports. 


The general report is the first type of report that can be created using the Ad-Hoc reporting tool. Before generating report packages or union reports, general reports must be created.

Note: Union Reports and Report Packages cannot contain graphical reports. They must be web/text/excel/sas.


  1. On the Study Homepage, open the navigation menu, click on ‘Reports’ and then select ‘Ad-Hoc Reports.’ 
  2. On the Ad-Hoc Reports page select ‘Create Report’ from the Actions menu.
  3. On the ‘Create Report’ form select ‘Report – a single table report or graph report.’ 4. Review the options for the ‘Question Headers Displayed Based On:’ selection field to set the column headers for your report.
  4. questionID: This option will use the questionID (a variable, such as dob, visitdt, etc) as the column header. This is the default.• Question Text: This option will use the question text as displayed on the eCRF as the column header.• Question Label: This option will use a question label configured by the Software Implementation Specialist (SIS) as the column header.
  5. Complete the Create Report form by entering a Report Name and Report Description (optional).
  6. Follow the steps described in the Fields, Aggregators, Properties, Output, and Permissions pages to continue creating the report.


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