To retrieve a report of a certain exchange, highlight the
respective exchange in Study/Country
Tracking List window, click on REPORTS in the left
horizontal toolbar, select the appropriate and click on
PREVIEW.
To retrieve a list of the exchanges with associated personnel,
pre-selected Contacts and external services provider personnels
go to Selected Studies/Countries
window and click on REPORTS in the left horizontal
toolbar.
Select Tracking List Study/Country Level report. By default
the report is run on the study that is currently highlighted in
Selected Studies/Countries. Click on PREVIEW
.
Clicking on opens the Tracking
List Parameters window. If you leave the filter window
as displayed below, you will get all exchanges with associated
personnel, external services providers and pre-selected
conatacts for the selected Study/Country.
- 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 Solved' at 'Solution' as filter
criteria, please note, that this will display all contacts
where a Solution date is empty.
- If you want to view only the exchanges for study/country
level, tick 'Current level'.
Click on PREVIEW to run the report with the selected
criteria.
Click on PREVIEW to export the report under different formats.