To retrieve a report of a certain exchange, highlight the respective contact in Associated Personnel Tracking List or in Study Tracking List window, click on REPORTS in the left horizontal toolbar, select the appropriate report Tracking Report and click on PREVIEW.


To retrieve a list of the exchanges with associated personnel and external service provider personnel, go to STUDY level and click on REPORTS in left horizontal toolbar.

Select Tracking List Study Level report. By default the report is run on the study that is currently highlighted in Study List.

To export the report, click on EXPORT.
Click on PREVIEW.


Clicking on PREVIEW opens the Filter window. If you leave the filter window as displayed below, you will get all contacts with associated personnel and external service providers for the selected study/studies.
- To retrieve only exchanges with e.g., Medical Advisors, select Medical Advisor from drop down list at Associated Pers. Function.
- If you want to retrieve exchanges which took place since a certain date (the date included), enter the respective date in the From field.
- If you use Exchanges Not Resolved at Resolution as filter criteria, please note, that this will display all contacts where a resolution date is empty.
- If you want to view only the exchanges for study level, tick Current level.


Click on PREVIEW to run the report with the selected criteria.