Accessing Reports and Defining Parameters

Reports are accessed from the locations in the system where you are most likely to need them.

 

General Reports are accessed through the Reports Menu.

(Main Menu > Reports > drop-down list).

Financial Reports are accessed through the Financial Menu.

(Main Menu > Financial > Print Report > drop-down list).

Recruitment Reports are accessed through Recruitment.

(Main Menu > Recruitment > Recruitment)

Study Regulation Reports (Adverse Events and Form 1572) are accessed through Study Regulation.

(Main Menu > Studies > Study Regulation > Reports Tab)

Patient-specific Reports are accessed through Patient Central.

 (Main Menu > Administration > Patient Central > Reports Tab)

 

Requesting a Report and Defining Its Parameters

1.    Click on the drop-down menu item or <Button> to request the desired report.

2.    Clinasyst opens a Pop-up Form about the requested report which asks you for more specific information. Basically, Clinasyst needs to know what information you want the report to contain, so the pop-ups ask for things such as Study ID, Date Range, Provider, Patient, and Status. Complete any fields that are applicable.

3.    Click <OK> to preview the Report on your screen.

4.    Print the report by clicking the printer icon button. Or close the report preview and re-request the report, adjusting the report parameters as needed.