Working with Reports

Transcript:

  • Reports are forms in Castor that can be used for repeating, unscheduled events.
  • The reports tab will show you the reports overview:
  • You can filter by report, report type (event, medication, unscheduled phase, repeated measure or other), report name or by the phase to which a report was attached.
  • Here you can see the list of all reports added to this record
  • To add a new report, click the 'Add a report' button.
  • Choose which report you want to add
  • Define a custom name if necessary
  • You can also attach the report to a phase or another report
  • By attaching a report to a phase it will get listed in the Phase/Step navigator on the left side of the normal data entry window as well. 
  • The Report can also be attached to unscheduled phases.
  • Click the 'Create' button to add the report to the record and fill in the data. 
  • Click on the 'Create and add another' button to create this report and add another one.
  • Open the report by clicking on its row. 
  • The overview panel will collapse and the report data entry panel will slide up from the bottom of the view
  • Data can be entered in the same way as for regular steps.
  • The left hand side of the view shows the steps in the report, which works in the same way as the normal step navigator
  • In the report overview, each report has a cogwheel icon that opens up a menu with the options to open, edit, archive or print a report
  • If you want to quickly go to the report overview, consider switching between the report and the overview tab by pressing on the '-' and '+' signs
  • An alternative way to add a report is by using the Add report button if this is present in the study forms
  • When creating a report by using this button, the fields Report and Attach to are automatically pre-filled
  • If necessary, you can add a custom name
  • After the data is entered, the report will be automatically linked to the phase where it was created
  • Repeated measure is another type of report used to collect such repeating data as blood pressure or medication history
  • This field looks like a table with the Add measurement button
  • Click on the button to add a measurement
  • You will be automatically taken to a report form to add all the relevant data
  • After filling in the data, you can choose to add another measurement
  • Otherwise, click the ‘Close report’ button and you will be taken to the study case report form
  • In the general Reports tab, an overview of all the reports within the study is available. 
  • A user can only see the reports from records that belong to the institute for which they have "view" rights
  • It is also possible to filter on institute, on record ID, or on report type 
  • To sort the reports in a relevant order, click on the column labels.
  • A check mark is shown next to reports that have been verified using source data verification.
  • You can use the cogwheel menu beside a report to archive or print it.