Feature · DashboardsUpdated September 29, 2026

Real-time dashboards for the whole study

Enrolment, diary compliance, safety and site risk, updated as data arrives and filtered globally, by country or by site. Capture's study dashboard replaces the weekly spreadsheet with a live view everyone can trust.

  • Enrolment, compliance, safety, risk
  • Filters by country and site
  • Status overview by subject and visit

Free sandbox · No credit card · 21 CFR Part 11 aligned

app.capture.study · Dashboard
Capture study dashboard with enrolment, compliance, safety overview and site risk monitor

What the dashboard shows

  • Enrolment: participants by status and site, against targets.
  • Compliance: diary and questionnaire completion by study, country and site, with at-risk participants and overdue tasks flagged.
  • Safety: totals, open events, SAEs and severity, with SAEs waiting for review visible.
  • Site risk: a monitor that rates each site red, amber or green and says why.
  • A status overview shows every subject against every visit, coloured by complete, partial, missing, overdue, not done or not applicable.

Why it matters

From weekly reports to a live view

Many studies still run on weekly status reports assembled from exports and spreadsheets. By the time a report shows a site falling behind on diaries or an SAE waiting for sign-off, a week has passed. A dashboard that reads directly from the study data shows the same information as it happens, so the team acts on today's picture.

Different people need different views: a sponsor wants enrolment against target across countries, a CRA wants their sites' open issues, a data manager wants missing and overdue forms. Filters by country and site, and the status overview, cover each of those without separate reports. See risk-based monitoring and SDV.

Explaining risk

A red flag without a reason is just noise. The site risk monitor explains each rating, such as SAEs pending review, so the person looking at it knows what to do next.

Status overview · subjects by visit
SCRD1W2W4W8W12EOS
01-001
01-002
01-003
01-004
01-005
01-006
Complete Partial Missing Overdue Not done Screen-failed

Views

Who uses which view

RoleMain questionView
Sponsor or project leadAre we on track to enrol?Enrolment by country and site
Monitor (CRA)Which of my sites needs attention?Site risk monitor with reasons
Data managerWhat is missing or overdue?Status overview by subject and visit
Site coordinatorWhich participants are falling behind?At-risk participants and overdue tasks
Medical monitorAre there SAEs waiting?Safety overview

In Capture

See every site at a glance

The study dashboard pulls enrolment, compliance, safety and site risk into one view, filtered globally, by country or by site. Click through from the status overview to see each form and its review state.

  • Global, country and site filters.
  • Site risk monitor with reasons.
  • Status overview by subject and visit.
Clinical trial workflow software
app.capture.study · Dashboard
Capture study dashboard with enrolment, compliance, safety overview and site risk monitor

Open the dashboard on sample data

The free sandbox comes with sample data to explore.

Explore the dashboard free

Measures

Measures worth watching

A handful of measures predict most study problems: enrolment rate by site compared with plan, screen-failure rate by criterion, diary compliance, query age, time from visit to data entry, and SAEs waiting for review. Agree targets for each at the start of the study, and review them at a set rhythm, weekly for fast-moving studies.

Dashboards also help at the end: when the status overview shows no missing or overdue forms and queries are closed, the study is close to lock. See database lock software and the clinical trial timeline calculator for planning enrolment.

Access

Dashboards for sponsors, sites and committees

A dashboard is only safe to share if it respects the same rules as the rest of the study. Access follows roles: site coordinators see only their own site, sponsor-side users work with coded participant IDs, and blinded users never receive treatment assignments. That means sponsors, CRAs and site teams can all use the same live view without separate, manually redacted reports.

Dashboards do not replace data review. They show where to look; monitors, data managers and medical reviewers still verify critical data, review listings and investigate unusual patterns. Use the dashboard to decide where review time goes, as risk-based monitoring intends. See risk-based monitoring for the principles.

Setup

Dashboard review checklist

Targets agreed

Enrolment, compliance and data entry targets.

Review rhythm

Weekly or per monitoring cycle.

Owners

Who acts on each type of flag.

Site follow-up

At-risk participants and overdue tasks.

Safety review

SAEs waiting for review cleared promptly.

Close-out view

Status overview used to track readiness for lock.

FAQ

Questions teams ask before they switch

Something not covered here? Ask us directly.

Can sponsors and sites share the dashboard?

Yes. Access follows roles: site coordinators see only their own site, sponsor-side users see coded IDs, and blinded users never receive treatment assignments.

Does the dashboard replace monitoring?

No. It shows where to focus; monitors and data managers still review and verify data.

Can I filter by country?

Yes. The dashboard filters globally, by country or by site.

What does the dashboard show?

Enrolment, compliance, safety and site risk, filtered globally, by country or by site.

Is it real time?

Yes. It reads from the study data as it is entered, and completion status updates as participants submit.

How is site risk rated?

The site risk monitor rates each site red, amber or green and shows the reason, such as SAEs pending review.

Can I see missing data?

Yes. The status overview shows every subject against every visit, coloured by status, with filters for missing and overdue data.

Can sites see only their own data?

Yes. Site coordinators see only their own site.

Can I try it free?

Yes, in the free sandbox with sample data.

Replace the weekly spreadsheet

A live study view in the free sandbox.

Explore the dashboard free