Overview
This page reviews how to create report templates for subject reports using the new report editor (StudyTRAX v3.46 and later). Report templates are created by clicking the green + on the Report Templates tab of the Project Overview page. The reports with subject data will display on the Reports tab of the Subject Overview page for each subject.
Required Role(s)
- Project Management
Steps
Name: The name given to the report template is the name that will display on the Subject Overview page and in the subject portal if the report is available to subjects.
Description: An optional description for the report
Available to subjects: Checking this box will make the report available for subjects to view in their portal (only applicable if the project has subjects entering data)
Report body:
- Hover over the icons to view its functionality
- Type static text into the report body
- Use the formatting buttons to format the entered text
Description of available functions:
- Undo: Click to undo the last step.
- Redo: Click if the undo was selected but the step removed was not the desired intention.
- Header 1 dropdown arrow: Select text and select a header option from the dropdown, only applies if a header is desired. If a header is not selected, the standard font type and size is used.
- Bold: Selected text will be bold
- Italic: Selected text will be italic
- Align left: Selected text will be left aligned
- Align center: Selected text will be center aligned
- Align right: Selected text will be right aligned
- Bulleted list: Select to add a bulleted list, click on the drop down arrow to change the bullet type
- Numbered list: Select to add a numbered list, click on the drop down arrow to change the number type
- Decrease indent: Select to decrease an indented line
- Increase indent: Select to add an indent
- Anchor:
- Insert/edit link:
- Insert/edit image:
- Source code:
- Fullscreen:
- Show/hide code
- Conditional Formatting
- Add/edit Expression
- Add/edit Repeater: used to create a table that extracts data across encounters
- Add/edit a chart
- Show header/footer
- Page options
- Edit script
- Table
- Row properties
- Insert row before
- Insert row after
- Delete row
- Insert column before
- Insert column after
- Delete column
- Merge cells
- Split cells
- Cell properties
Notes about formatting:
- It's best to add your text and then go back to format.
- If formatting as you are typing, you may need to end the format that was added. For example, if set a word to red, then after the word click on the drop down arrow next to the text color icon, and click "x"