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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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Below are suggested Reports that different teams who use OnCore have found helpful to integrate into their workflows. 

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1. To Run a Report, click the hyperlinked name of the report you wish to run
2. A new page will open requesting you to fill out the Report Criteria required to run the report
3. Fill out the requested Report Criteria
   
   1. 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
4. Choose How you would like to receive your report from the drop down in the bottom right
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5. Click Submit
6. Your report will download to the bottom left corner of your browser

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1. Navigate in OnCore to Reports Menu > Reports > Subject Visits > Subject Visit Details
2. Enter the Date From and Date Thru fields
3. Narrow your results by defining the following Search Criteria:
   1. Protocol Number
   2. Procedure
   3. Subject Staff
   4. Management Group
   5. Visit Status
      1. This is a multi-select field so you can search for multiple statuses
   6. Your results will depend on the search criteria you use
4. Click Submit

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Subject Visit Invoice Report

Financial Coordinators and CRAs alike can make use of this report, which displays all subject visits that have been logged for a specified protocol, along with any applicable invoice information such as invoice number and date. Financial Coordinators can use the report to generate invoices from a list of available subject related items and/or confirm that they’ve appropriately invoiced for the visit time points that CRAs have logged. Similarly, CRAs can run the report to see a full list of scheduled events per subject without having to go into the specific subject calendars.

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1. Navigate in OnCore to Reports Menu > Reports > Financials > Subject Visit Invoice Report
2. Enter the Protocol No.
3. Click Submit
   
   

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Patient Interval Report

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1. Navigate in OnCore to Reports Menu > Reports > Financials > Patient Interval Report
2. Enter the Protocol No.
3. Click Submit
   
   

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Effort Report with Percent

This report is primarily for Managers and outlines what studies CRCs work on for a given timeframetime frame. It includes the percentage of effort those hours equate to. This may help simplify the process for sourcing to studies, grants, etc. every month.

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1. Navigate in OnCore to Reports Menu > Reports > Effort Tracking > Effort Report with Percent
2. Enter the From Date and Thru Date
   
3. Click Submit

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Year-to-Year Accrual

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1. Navigate in OnCore to Reports Menu > Reports > IRB > IRB Lapse Report
2. Enter From and Thru Dates Dates
   1. From date should be the Thru date from the last time you ran the report
   2. Thru date should be today's date
3. Enter an Organizational Unit: Siteman Cancer Center
4. Enter a Protocol Status: Active
5. 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.