Exports & reports

Export data, SDTM datasets, PDFs and the audit trail; read the dashboards.

Export study data to Excel or CSVOpen Reports > Data & Exports > Export Data, choose a report (for example Data by visit, Raw data or Complete package (ZIP)), set the format and filters, check the preview and click download. Every export is recorded in the export log.For Data managers, Monitors (CRAs), Study owners & admins, Sponsors & CROs
Export CDISC SDTM datasets with Define-XMLIn Data & Exports > Export Data, choose CDISC SDTM, pick the site (or all sites) and click Download SDTM Package (ZIP). You get SAS XPT datasets, define.xml and a review report listing anything to check.For Data managers, Study owners & admins
Export treatment arms (unblinded data)Unblinded users tick Include treatment arm assignments (unblinded) on the export, choose a justification such as Interim Analysis or DSMB Request, and confirm with their password. Blinded users never see the option, and every unblinded export is logged.For Data managers, Study owners & admins
Export the audit trailIn Data & Exports > Export Data, choose Audit trail, set the dates, participant, user, form or field, pick Excel, PDF or CSV and download. Query activity and verify, freeze and lock events are included.For Data managers, Study owners & admins, Monitors (CRAs), Sponsors & CROs
Download the inspection or close-out packageOn Data & Exports > Export Data, find the Inspection package card and click Download inspection package. You get one ZIP with the data, forms, queries, signatures, audit trail and a readable casebook, plus a manifest of what is inside.For Data managers, Study owners & admins
Check ePRO complianceOpen Reports > ePRO. The tiles show questionnaires expected so far, completed, missed and due now, and compliance (completed divided by expected). Filter to participants with missed entries and download the list or the answers.For Data managers, Monitors (CRAs), Study owners & admins, Sponsors & CROs
Analyze form responsesOpen Reports > Responses, choose a questionnaire, and switch between Analytics (charts of the answers) and Data (one row per submission). Filter by site, participant and dates, and expand a row to see or query the answers.For Data managers, Study owners & admins, Sponsors & CROs, Monitors (CRAs)
Read and customize the study dashboardOpen Dashboard to see study health, safety, site risk, the enrollment funnel and missing ePRO surveys. Pick a level (global, country or site) and a date range, and use Customize to choose which panels you see.For Study owners & admins, Data managers, Sponsors & CROs, Monitors (CRAs)

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