0

Building a Report - please advise

Could someone advise me on the following matter, please?

I would like to built a report that will be used for reconciliation of TMF versus ISF. I assumed that I have to mark the applicable types of documents (classifications), therefore, I have added the appropriate non-editable field using "Yes / No" field type. Security Overrides has been set as read-only.

Assumptions:

1. the report must be site-specific. It should contain all required documents from all levels, i.e. study, country, site.

- the report should include all documents from the study level marked as: Part of ISF: "Yes"

- the report should include all documents from the country level marked as: Part of ISF: "Yes". Only for the country appropriate for the site.

- the report should include all documents from site level marked as: Part of ISF: "Yes". Only for selected site.

2. report user should have an option to specify date range based on 'document approval complete" value

3. report user should have an option to specify study site number

I would be grateful for any suggestions.

Thank you very much in advance,

Michal

0 comments

Please sign in to leave a comment.