Reports (Best Practices)

Table of Contents

Overview

The Reports main menu item of StudyTRAX contains standard project-level reports that are pre-configured.  In addtion custom reports can be created that display data for a subject (Subject Reports), data across subjects (Data Sets), or summaries across subjects (Workbench Reports).

Feature Summary

1. Subject Reports
   1. Custom reports for a subject
   2. Configurable layout, tables and graphs
   3. Can include static text and subject's values
   4. Data for a specific encounter or across encounters
   5. Can use JavaScript for conditional logic
2. Data Sets
   1. Export data for all subjects or a subset of subjects
   2. Can include calculated variables
   3. Can re-code variables
3. Workbench Reports
   1. Summary data for all subjects or a subset of subjects
   2. Can include data from multiple projects in one report

What to Consider

• Subject Report Templates
  • It is a good practice to keep a backup that works.
  • Add a little at a time and test the report (if no subjects are entered in the project, enter a test subject, and select view in Subject Overview on the Reports tab in Details view).
  • Change between design mode and HTML mode through the tabs at the bottom of the report content section.
  • Optionally, formatting can be done in HTML mode instead of design mode.
  • When copying a subject report, copy from html mode and paste into html mode.

Setup Steps

1. Subject Reports:  Templates are set up from the Report Templates tab of the Project Overview page. 
   1. Click here for steps
2. Data Sets: Data Sets are set up and exported from the Data Sets main menu item. 
   1. Click here for steps
   2. Click here for the Data Set Management tutorial
3. Workbench Reports:  Workbench reports are set up from the Workbench main menu item. 
   1. Click here for steps
   2. Click here for the Workbench tutorial

Examples

Click here for examples of Subject Reports and Workbench Reports.

Data Set Example