How to make a Detailed Study Report
This guide explains how to create a detailed study report for studies in a workflow in Cimar. Cimar’s detailed study report is a csv file that contains rows of important information about each study currently displayed in the users workflow. A workflow can be filtered within Cimar to provide smaller and more precise study reports.
Permissions
Only users with the correct permissions and workflow access will be able to generate a detailed study report.
Minimum role permissions
- Studies: Get detailed studies report
- Studies: View and search studies list (optional but recommended)
Minimum Account Access
- The user must be a part of the main organisation workflow
- The user must be a part of any location or group they wish to make a detailed study report of
How to pull a detailed study report
When in the workflow you wish to pull the detailed report from a small link will appear in the bottom right corner.
Clicking the link will open a popup in which you may select what data to report on. To select multiple, hold down Ctrl (Windows) or Cmd (Mac) and left click each. Each selection represents a column that will be added and populated in the report.
Clicking 'Download' will prepare the report for download. Please note that this process can take up to 10 minutes depending on the number of records generated in the report.
The report will list information such as, patient PHI, study upload information, study size, custom field values, etc. As the file is a CSV file it is easily opened in a text editor however, we suggest you use applications like Microsoft Excel or Google sheets for better viewing and manipulation of the data.
Searching & Filtering a Detailed Study Report
By searching through a workflow in Cimar you can filter which studies you wish to pull into a report. This is useful to do when there are thousands of records in a workflow or when there a criteria that can be filtered on.
If there are too many studies in the workflow to generate a detailed study report the system will provide you with a document requesting that a filter be applied to the list.
If a detailed study report with more than the usual study limit is required please contact support@cimar.co.uk for assistance.