1. Analytics User Guide
  2. Work with templates
  3. Customize templates

Customize templates

Templates included in Oracle Clinical One Analytics contain dashboards, reports and visualizations that leverage the existing functionality of datasets. Because they are templates, you can customize them to meet your needs.

To modify a copy of a template you must have authoring access in the Data Visualizer interface. Also, before you can access a template, you must have access to the respective dataset used so you can properly view data. Both types of access are given based on roles and permissions that you must be assigned in Oracle Clinical One Platform. For more information see About your access to Oracle Clinical One Analytics.
To customize a template, all you have to do is simply tweak the data in each template and adjust their filters to make sure you are viewing data relevant to your work. Additionally, you can add and rearrange visualizations or pages in a dashboard if needed, or you can create stories to export and share your work.
  1. In Oracle Clinical One Analytics, create a modifiable copy of a template and open it.

    Note:

    Content in Clinical One Report Templates folder is read-only and cannot be customized and saved.
    Each template displays only data from the sites and studies you are assigned to.
  2. Adjust filters.
    For more information, see Create and Apply Filters.
  3. If required, you can add, remove or update existing content:
    • Update visualizations.
    • Change visualization types.
    • Rearrange visualizations.
    • Apply additional filters.
    • Add or remove visualizations or pages.
    • Manage pages in a dashboard.
  4. Save your work and access your customized template at any time. Click Save or Save As from the save drop-down (save drop-down icon) in the top menu bar.

    Note:

    Save icon is not available in read-only files.
    • If you select Save your work is saved in the current location with current name and description.
    • If you select Save As, in the Save Workbook dialog, enter a name and a description for your workbook and select a folder to save your work.
You can create stories and either print or export your work in different formats to share your insights, see Export data analyses.

Related Topics

Parent topic: Work with templates