About access and filters

Because a dashboard is interactive, it displays any study data you already have access to. You can select what information to display using the following filters:

• IS_CURRENT
• STUDY_MODE
• STUDY_TITLE
• COUNTRY_NAME
• SITE_NAME
• Date Range
• Subject State
• Query State (Default to Answered, Candidate and Opened)

Additionally, some charts can be used as filters. Look for the filter icon () to the left of the visualization title. Click any element of the chart with filter interactivity to filter out the remaining visualizations according to the selected data. To reverse selection on the chart, click the white space within it or use the undo button () at the upper right corner of the screen.

Note:

If the selected filters point to data that isn't present on another chart, it displays a No Data Found message.

Reports

Study Overview

Use case: review overall enrollment performance to assess sites in relation to study performance.

Insights:

• Overall enrollment key performance indicators.

Visualizations:

Title	Description	Interactivity
Study Overview	Represents subject counts by study and by subject status. Type: Horizontal stacked bar chart. X-axis: Subject counts. Colored stacks represent counts by subject status. Y-axis: Study titles.	This chart can be used as a filter.
KPI: Total Screened	Key Performance Indicator of total screened subjects. Type: Tile chart. Count: Subjects with STATE= Screening_Initiated Active Complete Withdrawn Enrolled Screen_Failed	Filtered data.
KPI: Current Screen Count	Key Performance Indicator of current screened subjects. Type: Tile chart. Count: Subjects with STATE= Screening_Initiated	Filtered data.
KPI: Screen Failed Count	Key Performance Indicator of subjects with screen failure. Type: Tile chart. Count: Subjects with STATE= Screen_Failed	Filtered data.
KPI: Enrolled	Key Performance Indicator of enrolled subjects. Type: Tile chart. Count: Subjects with STATE= Enrolled	Filtered data.
KPI: Current Active	Key Performance Indicator of current active subjects. Type: Tile chart. Count: Subjects with STATE= Active	Filtered data.
KPI: Randomized Count	Key Performance Indicator of randomized subjects. Type: Tile chart. Count: Subjects with STATE= Randomized	Filtered data.
KPI: Completed Study	Key Performance Indicator of complete subjects. Type: Tile chart. Count: Subjects with STATE= Complete	Filtered data.
KPI: Early Terminations	Key Performance Indicator of withdrawn subjects. Type: Tile chart. Count: Subjects with STATE= Withdrawn	Filtered data.
Study Details	Lists subject counts by status for every study, study version, phase and therapeutic area. Type: Listing table. Columns: STUDY_TITLE STUDY_VERSION STUDY_PHASE THERAPEUTIC_AREA Current Active Completed Study Early Terminations	Filtered data.

Screening Overview

Use case: review screen failure volume and identify possible reasons, by study, country and site.

Insights:

• High screen failure may indicate a site is screening the wrong patient population, or existing issues with the inclusion/ exclusion criteria. In this case, contact site to review protocol and screening population.
• Review screen failure reasons to identify issues with protocol, raise with your study manager.
• In case of rapid screening and enrollment of subjects, schedule monitoring visits.

Visualizations:

Title	Description	Interactivity
KPI: Total Screened	Key Performance Indicator of total screened subjects. Type: Tile chart. Count: Subjects with STATE= Screening_Initiated Active Complete Withdrawn Enrolled Screen_Failed	Filtered data.
KPI: Current Screen Count	Key Performance Indicator of current screened subjects. Type: Tile chart. Count: Subjects with STATE= Screening_Initiated	Filtered data.
KPI: Screened Failed Count	Key Performance Indicator of subjects with screen failure. Type: Tile chart. Count: Subjects with STATE= Screen_Failed	Filtered data.
KPI: Enrollment Count	Key Performance Indicator of enrolled subjects. Type: Tile chart. Count: Subjects with STATE= Active Complete Withdrawn Enrolled	Filtered data.
Screening vs. Enrollment by Country	Represents subject counts by subject status. Type: Bar chart. X-axis: Country name. Y-axis: Subject counts. Different colored bars represent counts by subject status: Total Screened Screen Failed Count Enrollment Count Current Screen Count	This chart can be used as a filter.
Screen Failure Reason by Site	Represents counts of subject with screen failure by reason. Type: Horizontal stacked bar chart. X-axis: Count of subjects with screen failure. Colored stacks represent different screen failure reasons. Y-axis: Reasons of screen failure.	Filtered data.
Screening Overview	Lists subject details by country and site, including reason of screen failure when applicable. Type: Listing table. Columns: COUNTRY_NAME SITE_NAME SITE_ID_NAME SIBJUECT_NUMBER STATE Screen Failure Reason	Filtered data.

Enrollment Report

Use case: review and analyze the enrollment volume for different sites and countries.

Insights:

• Contact the site for the reason of low enrollment to provide guidance on protocol training, patient population, prompts to enter data, etc.

Visualizations:

Title	Description	Interactivity
Subjects’ enrollment Counts by Site/Country	Represents the enrollment count and respective percent by site for all countries. Type: Donut chart. Note: There is a different donut chart for each country. Data: Subject enrollment count by site. Total count is displayed at the center of the Donut.	This chart can be used as a filter.
Month-wise Enrollment Trend	Represents total screened subjects count vs. enrollment count by month. Type: Bar chart with reference line. X-axis: Enrollment month. Y-axis: Total screened and enrolled subjects count. Different colored bars represent screening and enrollment respectively. Reference line: Average total screened subject count.	Filtered data.
Subject Enrollment Details	Lists screening and enrollment counts by site, study and country. Type: Listing table. Columns: COUNTRY_NAME STUDY_TITLE SITE_NAME SITE_ID_NAME Total Screened Current Screen Count Enrollment Count Current Active Completed Study Dropout Count	Filtered data.

Subject Dropout Count by Reason

Use case: review subject dropout trend volume and reasons, for the overall study and by site and country.

Insights:

• High dropout volume may indicate a site is screening the wrong patient population. In this case contact site to review protocol and screening population.
• High dropout volume may indicate existing issues with the inclusion/ exclusion criteria, the drug itself, adverse events, protocol design or site conduct of the protocol. In this case, contact site to review protocol.
• Review dropout reasons to identify issues with protocol, raise with your study manager.
• In case of rapid screening and enrollment of subjects, schedule monitoring visits.

Visualizations:

Title	Description	Interactivity
Total Dropout Counts by Reason	Represents subject dropout counts by reason. Type: Horizontal bar chart. X-axis: Dropout count. Y-axis: Dropout reason.	This chart can be used as a filter.
Total Dropouts by Site/Country	Represents subject dropout counts by country and by site. Type: Horizontal stacked chart. X-axis: Dropout counts. Y-axis: Country name. Colored stacks represent counts by site.	This chart can be used as a filter.
Total Dropouts by Study	Represents total subject dropout counts by study. Type: Donut chart. Data: Total dropout counts by study. Total count is displayed at the center of the Donut.	This chart can be used as a filter.
Subject Dropout Count by Reason Details	Lists subject dropout count by reason for every site in all countries. Type: Listing table. Columns: COUNTRY_NAME SITE_NAME STATE REASON Dropout count	Filtered data.

Outstanding Queries by Site and Visit

Use case: to review high volume of queries by status at a site and to compare with other sites.

Insights:

• Plan workload distribution and additional resources implementation to handle high volume of queries.
• Work along with Clinical team and schedule monitoring visits to pro-actively provide training for site users to conduct a particular visit.

Visualizations:

Title	Description	Interactivity
Outstanding queries by Site	Represents the total count of queries as well as the count of queries grouped by state for each site. Type: Vertical stacked bar chart. X-axis: Site name. Y-axis: Queries count. Colored stacks represent counts by query status.	This chart can be used as a filter.
Count and duration of Open Queries by Site	Represents open queries count by age range for every site. Type: Vertical stacked bar chart. X-axis: Site name. Y-axis: Open queries count. Colored stacks represent age ranges: 6 to 10 days 11 to 30 days 31 to 60 days greater than 60 days	This chart can be used as a filter.
Count and duration of Open Queries by Visit	Short description Type: Bar chart. X-axis: Visit. Y-axis: Open queries count. Different colored bars represent age ranges: 6 to 10 days 11 to 30 days 31 to 60 days greater than 60 days	This chart can be used as a filter.
Outstanding Queries by Site and Visit Details	Lists the total count of queries as well as the count of queries grouped by state in every visit for every subject in all sites. Type: Listing table Columns: COUNTRY_NAME SITE_NAME SUBJECT_NUMBER Visit Open Queries Count Answered Queries Count Candidate Queries Count Total queries count 0-5 Days Opened 6-10 Days Opened 11-30 Days Opened 31-60 Days Opened >60 Days Opened	Filtered data.

Query Aging by Site

Use case: review high volume of open queries and query age at a site as compared to other sites.

Insights:

• Plan workload distribution and additional resources implementation to handle high volume of queries.
• Work along with Clinical team and schedule monitoring visits to pro-actively provide training for site users to conduct a particular visit.

Visualizations:

Title	Description	Interactivity
Count and Duration of Open Queries by Site	Represents open queries count by age ranges for every site. Type: Vertical bar chart. X-axis: Site name. Y-axis: Open queries count. Different colored bars represent age ranges: 0 to 5 days 6 to 10 days 11 to 30 days 31 to 60 days greater than 60 days	This chart can be used as a filter.
Outstanding Queries by Site and Visit Details	Lists queries counts by query state, by age range for open queries and by visit, for every subject in all sites. Type: Listing table. Columns: COUNTRY_NAME SITE_NAME SUBJECT_NUMBER Visit Open Queries Count Answered Queries Count Candidate Queries Count 0-5 Days Opened 6-10 Days Opened 11-30 Days Opened 31-60 Days Opened >60 Days Opened	Filtered data.

Query Status by Site and Subject

Use case: review specific query volume by Subject, Country and Site

Insights:

• In case of high query volume, contact site for workload prioritization based on open queries
• Identify the need of additional training for a site.

Visualizations:

Title	Description	Interactivity
Query Count by Country	Heat map of queries counts by country. Type: Map chart. Countries appear in heat map colors. Tip: Hover on a country to view country name and total queries count.	This chart can be used as a filter
Query Count by Country and state	Lists countries upon selection along with queries count, in total and by query state. Type: Pivot table. Columns: COUNTRY_NAME COUNT Note: One COUNT column for each query state. Grand Total	Filtered data.
Query Count by Study and Site	Represents total queries count vs. open queries count by site. Study name details appear on hover. Type: Horizontal bar chart. X-axis: Queries count. Different colored bars represent total queries count and open queries count respectively. Y-axis: Site name.	This chart can be used as a filter.
Query Status by Site and Subject Details	Lists counts of queries by state for every subject in all sites. Type: Listing table. Columns: COUNTRY_NAME SITE_NAME SUBJECT_NUMBER SUBJECT_STATE Open Query Count Answered Query Count Candidate Query Count Closed Query Count Deleted Query Count Started Visits Count % of Queries within Country	Filtered data.

Query Volume by Month

Use case: review specific query volume by month, for every site and country and by Subject.

Insights:

• Identify which Sites have more or less queries in particular month or visit.
• In case of high query volume,contact site for workload prioritization based on queries.
• Identify the need of additional training for a site.

Visualizations:

Title	Description	Interactivity
Query Count by Status	Represents the evolution of query volume by month. Type: Line chart. X-axis: Year-month to evaluate for active queries. Y-axis: Total queries count. Different colored lines represent different query states.	This chart can be used as a filter.
Query Volume by Month by Site	Lists queries count by state by month for each site. Type: Pivot table. Columns: COUNTRY_NAME SITE_ID_NAME SITE_NAME Month COUNT Note: One COUNT column for each query state. Subtotal counts per site appear in red.	Filtered data.
Query Count by Subject by Month	Lists queries count and state by month for every subject in all sites. Type: Listing table. Columns: SITE_NAME SUBJECT_NUMBER Total Queries Count Month Query State	Filtered data.

Query Management Detail Report

Use case: review query details for total query volume or by query state, for all subjects or by site. Use this information to indicate a problem with certain visit or the data collection forms.

Insights:

• In case of high query volume, contact site for workload prioritization based on open queries
• Identify the need of additional training for a site.

Visualizations:

Title	Description	Interactivity
Unresolved Queries by Site	Represents the total count of queries as well as the count of queries grouped by state for each site. Type: Vertical stacked chart. X-axis: SITE_ID_NAME. Y-axis: Total queries count. Colored stacks represent counts by query status.	This chart can be used as a filter
Query Management Detail Report	Lists query details for every subject in every site. Type: Listing table. Columns: COUNTRY_NAME STUDY_TITLE SITE_ID SITE_NAME SUBJECT_NUMBER Visit FORM_NAME ITEM_NAME QUERY_COMMENT STATE QUERY_AGE VERSION_START USER_NAME	Filtered data.

Query Volume by Form

Use case: identify issues on specific forms causing high query volume. Use this information to indicate a problem with certain visit or the data collection forms.

Insights:

• In case of high query volume, contact site for workload prioritization based on open queries
• Identify the need of additional training for a site.

Visualizations:

Title	Description	Interactivity
Query Volume by Form	Represents total queries count, as well as queries count by status, by form. Type: Horizontal stacked bar chart. X-axis: Queries count. Colored stacks represent counts by query status. Y-axis: Form name.	This chart can be used as a filter.
Query Volume by Form	Lists queries count, total and by status, by form, grouped by visit and by site. Type: Pivot table. Columns: SITE_NAME Visit FORM_NAME Open Query Count Answered Query Count Candidate Query Count Grand Total	Filtered data.

Subject Counts with Outstanding Queries

Use case: review specific query volume by subject, country and site.

Insights:

• In case of high query volume, contact site for workload prioritization based on open queries
• Identify the need of additional training for a site.

Visualizations:

Title	Description	Interactivity
Subject Count with Query Status by Site	Represents the subject count with opened, answered and candidate queries, as well as the total, by site. Type: Vertical stacked bar chart. X-axis: SITE_ID_NAME. Y-axis: Subject count. Colored stacks represent subject counts with specific query status.	This chart can be used as a filter.
Avg. Age of Queries Open by Site/Study	Represents the average age of open queries by site. Type: Vertical stacked bar chart with reference line. X-Axis: SITE_ID_NAME. Y-Axis: Average age of open queries for each site. Reference line: Average age of queries across all sites.	This chart can be used as a filter.
Subject Counts with Outstanding Queries	Lists queries count by state for every subject by site and country. Type: Listing table. Columns: COUNTRY_NAME SITE_NAME SITE_ID_NAME SUBJECT_NUMBER STATE COUNT	Filtered data.

Missing Forms Report

Use case: Measure study performance by analyzing the forms that have not yet been entered.

Note:

Forms form Cycle Visits and Branch Visits are not included.

Insights:

• Identify key performance indicators related to missing forms.

Visualizations:

Title	Description	Interactivity
KPI: Forms Completed Count	Key Performance Indicator of completed forms. Type: Tile chart. Count: Forms with FORM_STATUS= Completed	Filtered data.
KPI: Forms Partially Completed Count	Key Performance Indicator of partially completed forms. Type: Tile chart. Count: Forms with FORM_STATUS= Incomplete In_progress	Filtered data.
KPI: Forms Missing Count	Key Performance Indicator of missing forms. Type: Tile chart. Count: Forms with IS_MISSING_FORM= Yes	Filtered data.
KPI: Forms Overdue Count	Key Performance Indicator of overdue forms. Type: Tile chart. Count: Forms with FORM_STATUS= Incomplete Invalid In_progress Scheduled Valid and VISIT_STATUS= In progress Incomplete	Filtered data.
Missing Forms by Site	Represents missing and completed forms count by site and study. Type: Horizontal bar chart. X-Axis: Form counts. Different colored bars represent the completed and the missing forms count. Y-Axis: Study titles and Sites.	This chart can be used as a filter.
Missing Forms by Subject	Represents missing and completed forms for each subject by study. Type: Horizontal bar chart. X-Axis: Form counts. Different colored bars represent the completed and the missing forms count. Y-Axis: Study titles and Subjects.	This chart can be used as a filter.
Missing Forms by Visit	Represents missing and completed forms for each visit by study. Type: Horizontal bar chart. X-Axis: Form counts. Different colored bars represent the completed and the missing forms counts. Y-Axis: Study titles and Visits.	This chart can be used as a filter.
Missing Forms Timeline	Represents missing and completed forms for each subject by study. Type: Line chart with two lines. X-Axis: Visit date or projected visit date for the completed or missing forms respectively. Y-Axis: Form counts. Different colored lines represent the completed and the missing forms counts.	This chart can be used as a filter.
Missing Forms Details	Lists forms count by status (completed, partially completed, missing or overdue) for every subject by site and country. Type: Listing table. Columns: STUDY_TITLE SITE_NAME COUNTRY_NAME SUBJECT_NUMBER EVENT_TITLE VISIT_START_DATE FORM_NAME Completed Forms Count Forms Partially Completed Count Forms Missing Count Forms Overdue Count	Filtered data.

Missing Visits Report

Use case: Measure study performance by analyzing the visits that have not yet been started.

Note:

Cycle Visits and Branch Visits are not included.

Insights:

• Identify key performance indicators related to missing visits.

Visualizations:

Title	Description	Interactivity
KPI: Visits Completed Count	Key Performance Indicator of completed visits. Type: Tile chart. Count: Visits with VISIT_STATUS= Completed	Filtered data.
KPI: Visits Partially Completed Count	Key Performance Indicator of partially completed visits. Type: Tile chart. Count: Visits with VISIT_STATUS= Incomplete Incomplete_Err Inprogress Complete_Err	Filtered data.
KPI: Visits Skipped Count	Key Performance Indicator of skipped visits. Type: Tile chart. Count: Visits with VISIT_STATUS= Skipped	Filtered data.
KPI: Visits Missed Count	Key Performance Indicator of missing visits. Type: Tile chart. Count: Visits with IS_MISSING_VISIT= Yes	Filtered data.
KPI: Visits Overdue Count	Key Performance Indicator of overdue visits. Type: Tile chart. Count: Visits with IS_OVERDUE_VISIT= Yes	Filtered data.
Missing Visits by Site	Represents missing and completed visits count by site and study. Type: Horizontal bar chart. X-Axis: Visit counts. Different colored bars represent the completed and the missing visits counts. Y-Axis: Study titles and Sites.	This chart can be used as a filter.
Missing Visits by Subject	Represents missing and completed visits for each subject by study. Type: Horizontal bar chart. X-Axis: Visit counts. Different colored bars represent the completed and the missing visits counts. Y-Axis: Study titles and Subjects.	This chart can be used as a filter.
Missing Visits Timeline	Represents missing and completed forms for each subject by study. Type: Line chart with two lines. X-Axis: Visit date or projected visit date for the completed or missing visits respectively. Y-Axis: Visit counts. Different colored lines represent the completed and the missing visits counts.	This chart can be used as a filter.
Missing Visits Details	Lists visits count by status (completed, partially completed, skipped, missing or overdue) for every subject by site and country. Type: Listing table. Columns: STUDY_TITLE SITE_NAME COUNTRY_NAME SUBJECT_NUMBER EVENT_TITLE VISIT_START_DATE Visits Completed Count Visits Partially Completed Count Visits Skipped Count Visits Missing Count Visits Overdue Count	Filtered data.