About access and filters

Additionally, some charts can be used as filters. Look for the filter icon () to the left of the visualization title. Click on 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 on any white space within it or use the undo button () at the upper right corner of the screen.

Reports

Overall Summaries

Use case: analyze key performance indicators accorss studies.

Insights:

• Clinical Supply Managers (CSMs) can identify required action to be taken on particular sites.

Visualizations:

Title	Description	Interactivity
KPI: Total Studies Count	Key Performance Indicator of total studies. Type: Tile chart. Count: Total studies.	Filtered data.
KPI: Total Countries Count	Key Performance Indicator of total countries at which selected studies are present. Type: Tile chart. Count: Total countries.	Filtered data.
KPI: Total Sites Count	Key Performance Indicator of total sites at which selected studies are present. Type: Tile chart. Count: Total sites.	Filtered data.
KPI: Total Subjects Count	Key Performance Indicator of total subjects. Type: Tile chart. Count: Total subjects.	Filtered data.
KPI: Screen Failed Subjects Count	Key Performance Indicator of subjects with screen failure. Type: Tile chart. Count: Subjects with STATE= Screen_Failed	Filtered data.
KPI: Randomized Subjects Count	Key Performance Indicator of randomized subjects. Type: Tile chart. Count: Subjects with EVENT_TYPE= Randomized	Filtered data.
Overall Summaries	Lists subject counts. Total subjects, screen failed subjects and randomized subjects by study, country and site. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME SITE_NAME Total Subjects Count Screen Failed Subjects Count Randomized Subjects Count	Filtered data.

Subject Details

Use case: analyze screening and randomization details along with subject statuses.

Insights:

• Inform of subject metrics that could be relevant to supply management.

Visualizations:

Title	Description	Interactivity
KPI: Total Subjects Count	Key Performance Indicator of total subjects. Type: Tile chart. Count: Total subjects.	Filtered data.
KPI: Screened Subjects Count	Key Performance Indicator of total screened subjects. Type: Tile chart. Count: Subjects with STATE= Screening_Initiated	Filtered data.
KPI: Randomized Subjects Count	Key Performance Indicator of randomized subjects. Type: Tile chart. Count: Subjects with EVENT_TYPE= Randomized	Filtered data.
KPI: Screen Failed Subjects Count	Key Performance Indicator of subjects with screen failure. Type: Tile chart. Count: Subjects with STATE= Screen_Failed	Filtered data.
KPI: Discontinued Subjects Count	Key Performance Indicator of subjects with screen failure. Type: Tile chart. Count: Subjects with STATE= Withdrawn	Filtered data.
KPI: Completed Subjects Count	Key Performance Indicator of randomized subjects. Type: Tile chart. Count: Subjects with STATE= Complete	Filtered data.
Subject Details	Lists subjects with their state and state date details for every study, country and site. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME SITE_ID_NAME SITE_NAME SUBJECT_NUMBER STATE Screened Date Screen Failed Date Randomized Date Discontinued Date Completed Date	Filtered data.

Subjects Enrolment Summary

Use case: review the volume and cumulative counts of subjects by status and across countries.

Insights:

• Identify high amounts of screen failures or discontinued subjects to schedule audit visits and close monitoring of sites in the given countries.

Visualizations:

Title	Description	Interactivity
Total Sreened by Month	Represents total screened subjects count by month. Type: Waterfall chart. X-Axis: Month. Y-Axis: Total screened subjects count.	This chart can be used as a filter.
Total Randomized by Month	Represents total randomized subjects count by month. Type: Waterfall chart. X-Axis: Month. Y-Axis: Total randomized subjects count.	This chart can be used as a filter.
Total Completed by Month	Represents total completed subjects count by month. Type: Waterfall chart. X-Axis: Month. Y-Axis: Total completed subjects count.	This chart can be used as a filter.
Total Discontinued by Month	Represents total discontinued subjects count by month. Type: Waterfall chart. X-Axis: Month. Y-Axis: Total discontinued subjects count.	This chart can be used as a filter.
Enrollment Summary Details	Lists enrolment details for every study, country and site. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME SITE_NAME Month Total Screened Total Randomized Total Discontinued Total Completed	Filtered data.

Site Status

Use case: review status of different sites across countries for one or more studies.

Insights:

• Identify subject screening and activation timelines for sites.

Visualizations:

Title	Description	Interactivity
KPI: Total Sites Count	Key Performance Indicator of total sites for selected studies. Type: Tile chart. Count: Total sites.	Filtered data.
KPI: Active Sites Count	Key Performance Indicator of total active sites. Type: Tile chart. Count: sites with SITE_STATUS= Active	Filtered data.
KPI: New Sites Count	Key Performance Indicator of total active sites. Type: Tile chart. Count: Sites with SITE_STATUS= New	Filtered data.
KPI: Retired Sites Count	Key Performance Indicator of total active sites. Type: Tile chart. Count: Sites with SITE_STATUS= Retired	Filtered data.
Sites by Status	Represents sites and their statuses. Type: Donut chart. Count: Total sites count. Different colors represent different site statuses.	This chart can be used as a filter.
Site Status by Studies	Represent sites and their statuses by study. Type: Horizontal bar chart. X-Axis: Total sites count. Different colors represent different site statuses. Y-Axis: STUDY_TITLE.	This chart can be used as a filter.
Site Status by Countries	Represent sites and their statuses by study. Type: Vertical stacked bar chart. X-Axis: COUNTRY_NAME Y-Axis: Total sites count. Different colors represent different site statuses.	This chart can be used as a filter.
Site Status Details	Lists subjects with their state and state date details for every study, country and site. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME SITE_ID_NAME SITE_NAME SITE_STATUS First Screened Firt Randomized Site Activated Date Site Retired Date Total Sites Count Active Sites Count Retired Sites Count	Filtered data.

Unblinded Randomization

Use case: review randomization and treatment arm group distribution details.

Insights:

• Total number of site and subjects for a treatment arm.
• Evaluate possible need of randomization design update, including minimization cohorts or stratun groups definition and limits.

Visualizations:

Title	Description	Interactivity
Randomized Subjects Count by Treatment Arm	Represents total randomized subjects count by treatment arm in selected studies. Type: Vertical stacked bar chart. X-Axis: TREATMENT_ARM_DESCRIPTION. Y-Axis: Total randomized subjects count.	This chart can be used as a filter.
Sites Count by Treatment Arm	Represents total randomized subjects count by treatment arm by site. Type: Waterfall chart. X-Axis: TREATMENT_ARM_TITLE. Y-Axis: Sites count.	This chart can be used as a filter.
Unblinded Randomization Details	Lists unblinded randomization details for every randomized subject at every study and site. Type: Listing table. Columns: STUDY_TITLE SITE_ID_NAME SITE_NAME SUBJECT_NUMBER RAND_NUMBER RANDOMIZATION_TYPE RANDOMIZATION_TITLE COHORT_NAME TREATMENT_ARM_ID TREATMENT_ARM_TITLE RND_STATUS KIT_NUMBER	Filtered data.

Site Overall and Monthly

Use case: review site activiy overview for a given month or the monthly trend.

Insights:

• Use site monthly metrics to make any required randomization or supply management adjustments.

Visualizations:

Title	Description	Interactivity
Sites Overview	Represents total subjects count by state over time by month. Type: Line chart. X-Axis: Visit month. Y-Axis: Count of subjects by state. Different color represents different subject state: Discontinued Randomized Screen Failed Completed	This chart can be used as a filter.
Current Month Overview	Represents total subjects count by state for the current month. Type: Pie chart. Count: Total subjects by state. Different color represents different subject state: Discontinued Randomized Screen Failed Completed	This chart can be used as a filter.
Site Overall & Monthly Details	Lists subject state overall monthly details by site, country and study. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME SITE_ID_NAME SITE_NAME Screen Failed Subjects Randomized subjects Discontinued Subjects Completed Subjects Current Month Visit Month	Filtered data.
Site Current Month Details	Lists subject state details for the current month by site, country and study. Type: Listing table. Columns: Current Month STUDY_TITLE COUNTRY_NAME SITE_ID_NAME SITE_NAME Screen Failed Subjects Randomized subjects Discontinued Subjects Completed Subjects	Filtered data.

Site Overall - Shipments

Use case: review shipment activity for a site on a monthly basis.

Insights:

• Increase or decrease shipments based on a site's supplies needs.

Visualizations:

Title	Description	Interactivity
Sites Overall (Monthly)	Represents total shipments count by kit status over time by month. Type: Line chart. X-Axis: Shipment month. Y-Axis: Count of shipments by kit status. Different color represents different kit state: Destroyed In-Transit Lost Pending Received	This chart can be used as a filter.
Sites Overall (Monthly) Shipment Details	Lists shipment details by kit staus by month for every site, country and study. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME SITE_ID_NAME SITE_NAME Shimpment Month Shipment Destroyed Kits Shipment In-Transit Kits Shipment Lost Kits Shipment Pending Kits Shipment Received Kits	Filtered data.

Unblinded Shipment

Use case: review overll shipment history for a given site or depot.

Insights:

• Increase or decrease shipment activity based on history and actual site's or depot's needs.

Visualizations:

Title	Description	Interactivity
Shipments Count by Country	Represents total shipments by country. Type: Pie chart. Count: Shipments count. Different color represents different COUNTRY_NAME.	This chart can be used as a filter.
Shipments Count by Site	Represents total shipments count by site. Type: Horizontal bar chart. X-Axis: Shipments count. Y-Axis: SITE_NAME.	This chart can be used as a filter.
Unblinded Shipment History Details	Lists subject state details for the current month by site, country and study. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME SITE_ID_NAME SITE_NAME Loation Type SHIPMENT_NAME SHIPMENT_STATUS Shipment Date Received Date Shipment Days Outstanding TRACKING_NUMBER MANFACTURING_LOT_TITLE Manufacturing Lot Expiration Date MANFACTURING_LOT_DO_NOT_SHIP_DAYS BLINDED_LOT_TITLE Blinded Lot Expiration Date BLINDED_LOT_DO_NOT_SHIP_DAYS	Filtered data.

Site Inventory

Use case: review site kits counts along with their statuses.

Insights:

• Identify high volume of damaged or missing kits to address any supply management failures.

Visualizations:

Title	Description	Interactivity
KPI: Kits Dispensed	Key Performance Indicator of total dispensed kits. Type: Tile chart. Count: Kits with KIT_STATUS= Dispensed	Filtered data.
KPI: Kits Damaged	Key Performance Indicator of total damaged kits. Type: Tile chart. Count: Kits with KIT_STATUS= Damaged	Filtered data.
KPI: Kits Misallocated	Key Performance Indicator of total misallocated kits. Type: Tile chart. Count: Kits with KIT_STATUS= Misallocated	Filtered data.
KPI: Kits Missing	Key Performance Indicator of total missing kits. Type: Tile chart. Count: Kits with KIT_STATUS= Missing	Filtered data.
Kits Dispensation Count by Site	Represents kits by status for every site. Type: Vertical stacked bar chart. X-Axis: SITE_NAME. Y-Axis: Kits count by status. Different colors represent different kit statuses: Dispensed Damaged Missing	This chart can be used as a filter.
Site Inventory Details	Lists kits counts by status for every study, country and site. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME SITE_ID_NAME SITE_NAME Kits Dispensed Kits Damaged Kits Missing Kits Quarantined Kits Temporarily Unavailable Kits Misallocated Kits Not in Use Kits in Transit Kits Returned Kits Dispensed	Filtered data.

Unblinded Visit Summary

Use case: review kits distribution on a site per visit.

Insights:

• Capture the number of kits being dispensed to a subject in a particular visit.
• Adapt inventory management based on dispensed kits to subjects at sites.

Visualizations:

Title	Description	Interactivity
Unblinded Visit Summary Details	Lists unblinded visit details for every subject, including randomization details, bu study, country and site. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME SITE_ID_NAME SITE_NAME Site Active? SUBJECT_NUMBER EVENT_TITLE Scheduled Visit? VISIT_STATUS VISIT_TYPE Projected Visit Date Actual Visit Date RANDOMIZATION_TITLE RANDOMIZATION_TYPE TREATMENT_ARM_TITLE	Filtered data.

Unblinded Clinical Supplies Return

Use case: review kits being returned to depots.

Insights:

• Identify any issues with the supply management and resupply strategy that might be causing high volume of returned kits.

Visualizations:

Title	Description	Interactivity
KPI: Total Sites Count	Key Performance Indicator of total sites for selected studies. Type: Tile chart. Count: Total sites.	Filtered data.
KPI: Subjects Count	Key Performance Indicator of total subjects. Type: Tile chart. Count: Total subjects.	Filtered data.
KPI: Total Kits Count	Key Performance Indicator of total kits at selected studies and sites. Type: Tile chart. Count: Total kits.	Filtered data.
Total Kits by Kit Status	Represent kits and their statuses for all studies and sites. Type: Vertical stacked bar chart. X-Axis: Kit statuses. Y-Axis: Total kits count. Different colors represent different site statuses.	This chart can be used as a filter.
Site Status Details	Lists kits unblinded details, including returned units, for every study, country and site. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME SITE_ID_NAME SITE_NAME SUBJECT_NUMBER EVENT_TITLE KIT_NUMBER KIT_STATUS CONSERVED MANFACTURING_LOT_TITLE QUANTITY UNITS_PER_KIT RETURNED_UNITS MISSING_UNITS Balance Units.	Filtered data.

Unblinded Site and Depot Kit Status

Use case: review total number of kits in a site or depot along with their statuses.

Insights:

• Adapt supply management to actual site and depot inventory.

Visualizations:

Title	Description	Interactivity
KPI: Total Inventory	Key Performance Indicator of total inevntory for selected studies and sites. Type: Tile chart. Count: Total kits.	Filtered data.
KPI: Kits Available	Key Performance Indicator of total kits with available status. Type: Tile chart. Count: Total kits with KIT_STATUS= Available	Filtered data.
KPI: Kits Returned	Key Performance Indicator of total kits with returned status. Type: Tile chart. Count: Total kits with KIT_STATUS= Returned	Filtered data.
Kits Status by Site	Represent kits and their statuses for all studies and sites. Type: Vertical bar chart. X-Axis: SITE_NAME. Y-Axis: Total kits count. Different colors represent different kit statuses: Total Inventory Kits Available Kits Returned	This chart can be used as a filter.
Unblinded Site and Depot Kit Status	Lists kits unblinded details,for every site and depot. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME SITE_ID_NAME SITE_NAME Location Type SUBJECT_NUMBER RAND_NUMBER TREATMENT_ARM_TITLE KIT_NUMBER KIT_TYPE_ID KIT_DESCRIPTION KIT_STATUS Dispensation Date	Filtered data.

Unblinded Depot Inentory

Use case: analyze key performance indicators on depot inventory.

Insights:

• Adapt supply distribution based on depot's inventory.

Visualizations:

Title	Description	Interactivity
KPI: Total Inventory	Key Performance Indicator of total kits count. Type: Tile chart. Count: Total kits.	Filtered data.
KPI: Kits Available	Key Performance Indicator of total kits with available status. Type: Tile chart. Count: Total kits with KIT_STATUS= Available	Filtered data.
KPI: Kits Received for Destruction	Key Performance Indicator of total kits with received for destruction status. Type: Tile chart. Count: Total kits with KIT_STATUS= Received for destruction	Filtered data.
KPI: Kits Missing	Key Performance Indicator of total kits with missing status. Type: Tile chart. Count: Total kits with KIT_STATUS= Missing	Filtered data.
KPI: Kits Pending for Destruction	Key Performance Indicator of total kits with pending for destruction status. Type: Tile chart. Count: Total kits with KIT_STATUS= Pending for Destruction	Filtered data.
KPI: Kits Returned	Key Performance Indicator of total kits with returned status. Type: Tile chart. Count: Total kits with KIT_STATUS= Returned	Filtered data.
KPI: Kits Not Dispensed to Subject	Key Performance Indicator of total kits with not dispensed to subject status. Type: Tile chart. Count: Total kits with KIT_STATUS= Not Dispensed to Subject	Filtered data.
KPI: Kits Temporarily Unavaiable	Key Performance Indicator of total kits with temporarily unavailable status. Type: Tile chart. Count: Total kits with KIT_STATUS= Temporarily Unavailable	Filtered data.
Unblinded Depot Inventory by Label Batch	Represents total inventory by manufacturing lot for selected studies and sites. Type: Horizontal bara chart. X-Axis: Total inventory. Y-Axis: MANFACTURING_LOT_TITLE	This chart can be used as a filter.
Unblinded Depot Inventory Details	Lists inventory details and kits count by status for every depot. Type: Listing table. Columns: STUDY_TITLE COUNTRY_NAME Depot ID Depot Name MANFACTURING_LOT_TITLE MANFACTURING_LOT_EXPIRATION_DATE KIT_TYPE_ID KIT_DESCRIPTION DEVICE_TYPE Total Inventory Kits Available Kits Received for Destruction Kits Missing Kits Pending for Destruction Kits Returned Kits Not Dispensed to Subject Kits Temporarily Unavailable	Filtered data.