Summary

This article describes the steps to edit basic task settings and specify and configure standard and ad-hoc report tasks. 


Table of Contents

CTMS Reports of the following types can be included in CTMS Report Jobs as Report Tasks. When run, one Report Credit will be deducted from the job’s workgroup for each task within the job. The results of the report job are combined into a job package that can be shared with others through email notifications.

  • Standard Reports that can export to the Excel, text, or pdf format
  • Ad-Hoc Reports with an Output Setting of Excel, text or SA


After adding a CTMS report task to a job, the Task Dialog will populate with options based on your level of access and permissions.


Edit Basic Task Settings


  1. Select the role that should be used to run the report.



The selected role impacts the list of reports you can choose from in the Report Settings section. Only roles to which you currently have access will appear for selection.


  1.  Review the list of recipients currently set to receive notifications related to the job’s completion. Modifications can be made to Recipients from the Scheduler Job list.



Specify Report Details

This section describes the process for configuring both standard report and ad-hoc report tasks.


Configure Standard Report Task


Standard reports can be packaged into the downloadable formats supported by each individual report.


  1. In the Report Settings section, select the standard report type that should be included in the job package.
  2. Select the output format for the report. The output option of ‘Text’ refers to the CSV output option available for some standard reports.
  3. Select the CTMS study or studies for which the report should run. If the report supports the selection of multiple studies, hold down the Ctrl key while clicking to highlight all desired studies. If a ‘Studies’ field is not displayed the selected report does not require study selection. 


     


  1. Click the Save Button.


Note: If the any of the selected studies are not visible to you based on the access granted to the selected role, a pop-up window will display warning of the potential conflict.


Configure Ad-Hoc Report Task


  1. In the Report Settings section, select the name of the ad-hoc report that should be included in the job package.


If the Ad-Hoc report you want isn’t listed, check the report’s Output Settings. Only Ad-Hoc Reports with an output type of Excel, Text and SAS can be added. Furthermore, the role selected to run the report must have access to view CTMS reports



  1.  Review the Output Settings and edit the report through the Ad-Hoc Report feature if any changes should be made.


Note: You can only edit the report through Ad-Hoc Reports if you have permission to edit such reports within CTMS. 




  1. Click the Save Button.

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