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Reports
Reports are available through the Reports Menu > Reports. Once in the Reports page, you are given a list to the left in the vertical toolbar that the reports available are categorized into. By choosing one of those options you can jump to that specific section of reports.
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Run a Report
- To Run a Report, click the hyperlinked name of the report you wish to run
- A new page will open requesting you to fill out the Report Criteria required to run the report
- Fill out the requested Report Criteria
- These details will be different and based on which report you are running - a PI Enrollment Report requires different information from a Staff Effort Report
- Choose How you would like to receive your report from the drop down in the bottom right
- Click Submit
- Your report will download to the bottom left corner of your browser
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Subject Visit Tracking Report
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- Navigate in OnCore to Reports Menu > Reports > Financials > Subject Visit Invoice Report
- Enter the Protocol No.
- Click Submit
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Patient Interval Report
This report is primarily for Financial Coordinators as it shows revenue per visit for each subject on a specific protocol. It also shows the date a visit was planned to occur side-by-side with the date the visit actually occurred, as logged by the CRA.
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- Navigate in OnCore to Reports Menu > Reports > Financials > Patient Interval Report
- Enter the Protocol No.
- Click Submit
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Effort Report with Percent
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- Navigate in OnCore to Reports Menu > Reports > Effort Tracking > Effort Report with Percent
- Enter the From Date and Thru Date
- Click Submit
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Year-to-Year Accrual
This report is primarily for Managers and compares the timeframe of any given year to the time frame of the previous year. This could be helpful to track accruals at team meetings. The report will list all of the protocols for a specific Management Group, the Primary Clinic Coordinator, the Prior Year's Accrual, and the Current Accrual. It will also break it up between Non-Therapeutic and Therapeutic studies.
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- Navigate in OnCore to Reports Menu > Reports > IRB > IRB Lapse Report
- Enter From and Thru Dates
- From date should be the Thru date from the last time you ran the report
- Thru date should be today's date
- Enter an Organizational Unit: Siteman Cancer Center
- Enter a Protocol Status: Active
- For those studies that populate, update the review in OnCore. If you are not the regulatory coordinator for that study, please alert the appropriate coordinator.