How to create a Report

In the study context, the top-level menu under Analysis includes two items that allow you to prepare datasets for download and create custom reports.

The Datasources functionality provides various data templates that can be used to export data to Excel or serve as a basis for reports. These templates currently include datasets for released RACT, risks, tickets, ticket actions (ICA and PA), and KRIs.

Using the created datasources, you can build custom reports with the Reports functionality. Reports can then be downloaded in PDF format.

Create a new Report

To create a new Report that can be downloaded in PDF, follow these steps:

Navigate to the Reports page under Analysis in the study context.
Click New Report:

Add Report's ID and name in a popup window and click Create

The newly created report will appear in the Reports list. Open the created report:

In the opened page click Edit:

Click Create New Section:

Select the type of visualisation (Grid, Table or Text) following your needs.

A Grid Section allows you to add graphs, images and texts to the report while having full control over the position and size of each element.
A Table Section allows you to add a table to report that will display all of it's contents.
A Text Section allows you to add text paragraph to the report (font size cannot be configured).

Name the Section and click Create (more details about each section can be found below):

Once the section is created you can edit or delete it, or create a new one. Each new section appears at the bottom of the report.

Sections can be reordered using the arrow buttons:

Add a Table

To add a table to the report create a new table section and click Settings:

In the right-hand editor, click Choose and select one of the existing datasources to use as the dataset for the table and click Load:

The table will be automatically populated with the selected data. Adjust the prefilled template content if required and click Save:

Add a Graph

To add a graph to the report create a new grid section and click on Add graph element:

A new graph template has been added. To edit it, click on the Edit button, indicated by the gear icon. Similarly to the table creation, click Choose in the right-hand editor, select one of the existing datasources to use as the dataset for the graph and click Load:

In the right-hand editor there is a range of the graph's settings nested according to groups:

Width and Height: allow to change the size of the graph
Graph type: allow to select the type of graph:

Graph Type	Description	Best Used For
Bar	Displays values as horizontal or vertical bars. The length of each bar represents the value.	Comparing quantities across categories, sites, subjects, countries, or time periods.
Circle	Highlights data points using circular markers. Can vary in size to emphasize importance or magnitude.	Drawing attention to specific values, milestones, or key observations.
Square	Displays data points using square markers. Similar to circles but provides a distinct visual style.	Differentiating data series or emphasizing categorical data points.
Tick	Uses tick marks to indicate positions, thresholds, or events along an axis.	Showing milestones, target values, visit schedules, or status indicators.
Area	Fills the space under a line to visualize magnitude over a range.	Displaying trends over time and highlighting cumulative values or volume.
Point	Represents individual data values as discrete points.	Visualizing distributions, scatter plots, outliers, or precise measurements.
Text	Displays custom text labels directly on the graph.	Adding annotations, explanations, comments, or highlighting important findings.
Line	Connects data points with a continuous line to show changes over time or progression.	Tracking trends, performance metrics, risk indicators, or longitudinal data

Value Data: allow to configure the X and Y axes, and the display properties of the data points. For each axis choose the Value type and the Attribute (data point) accordingly. Note, it's necessary that the value type matches selected data point:

Value Type	Description	Example
Quantitative	Numeric values that represent a measurable quantity and can be used in mathematical calculations.	Number of subjects enrolled, risk score, adverse event count, percentage of missing data.
Temporal	Values representing a point in time or a time period.	Visit date, screening date, month, quarter, study week.
Ordinal	Categorical values with a meaningful order or ranking, but without a fixed numerical distance between categories.	Low → Medium → High risk, Severity Grade 1 → 5, Priority levels.
Nominal	Categorical values without any inherent order or ranking.	Site ID, Country, Study Arm, Gender, Investigator Name.

Color Of Datapoints Object: allow to track an additional parameter for these data points.

For example, to build a graph that displays which sites have tickets for specific Risk Indicators with the indication of tickets status:

Create a Grid section, click Add graph element
Select a Ticket template datasource
Select a Point Graph type
On the X-axis, select nominal values for the Sites ID attribute
On the Y-axis, choose nominal values, for the RI (Risk Indicators) attribute
For Color Of Datapoints choose the Ticket Status attribute, so that the graph will be color-coded according to the ticket status.

Add a Text Element

To add a text paragraph to the report create a new grid section and click on Add text element
A new text field has been added. To edit it, click on the Edit button, indicated by the gear icon
In the right-hand editor enter the text and configure its font size

Add an Image

To add an image to the report create a new grid section and click on Add image element
A new empty field has been added. To edit it, click on the Edit button, indicated by the gear icon
In the right-hand editor click Choose and upload the image. Add its name and click Upload. Set image size using Width and Height input fields