Question:

How to create reports in CDMS?

Answer:

A user with create report permission can create new reports or create reports from one of Vault EDC’s standard report templates.

Create a new report:

1. Navigate to the Reports tab, click on the Create button.
   
   
   
   
2. Select a report type from the list.
   
   
   
   
3. Enter a Name and Description for the report or enter these details when saving the report.
   
   
4. Click on the Continue button on the top right of the page.
   
   
5. Click Run to view the result and select Save.
   
   
   

Create reports from a template:

1. Navigate to the Reports tab, locate the template.
   
   
2. Click on the gear icon, select Copy Record in the menu.
   
   
   
3. Enter a Name for the report and click Continue.
   
   
   
   
4. Click Run to view the result and click Save.
   
   

Related Documentation:

Vault Help Documentation: Creating Reports