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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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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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Subject Visit Details Report

(Formerly the Planned Visit Report

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) This is one of the most powerful reports in our reporting toolbox, allowing CRAs not only to view a list of planned and occurred subject visits, but also log visits directly from the report. This is a great way to get ahead of those friendly reminder emails from your supervisor. The report can be filtered by date, management group, protocol number, or even by subject staff (that's you, CRAs!).

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1. Navigate in OnCore to Reports Menu > Reports > Planned Subject Visits > Planned Subject Visit ReportDetails
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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1. Navigate in OnCore to Reports Menu > Reports > IRB > IRB Lapse Report
2. Enter From and Thru 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.