Expression in a report template

Owned by Mary Lukowski
Last updated: Jul 17, 2018
2 min read

Overview

 Used to add a variable code or expression into the report and accessed through the Add/Edit Expression function

Steps

  1. Select Add/Edit Expression  to open the Expression Builder window
  2. In the expression box at the top, enter the variable code, expression, or select a variable
  3. To select a variable: 
    1. Locate the variable to add by scrolling or entering a keyword in the Search box
      1. As you type in the search box, the list of variables is searched and only matching entries display
        1. The search will match on variable name, variable code, or data entry prompt
        2.  The match will be highlighted yellow
        3. Click the 3 dots to see how the variable matched the search criteria
      2. Click the funnel to the right of the search box to filter by System Variables, Subject Variables, Project Variables, and/or Encounter Variables
        1. When selecting System Variables, another option must be selected.
        2. Subject System Variables can include:  Reference ID, Last Name, Middle Initial, First Name
        3. Project System Variables can include:  Project Specific ID, Site Name, Screening Date, Enrollment Date, Randomization ID, Treatment Code
        4. Encounter System Variables include:  Interval Name, Encounter Date
    2. Click the information icon (lower case letter "i" in the blue circle to the left of the variable) to get information about the variable
    3. When the variable to add is located, click its variable code (blue hyperlink) to add that variable into the expression box
    4. Encounter variables are prefaced with the Alias specified in the Repeater definition
  4. To display a categorical variable's name append .name onto the variable code (for example, item.#sex will display a 0 or 1 and item.#sex.name will display male or female)
  5. The Aliases tab will display the Alias of a repeater if adding variables into a repeater; the Alias is automatically added into the expression box when encounter variables are selected within a repeater
  6. Click Ok to add the variable code or expression into the report template