Creating Custom Listings

Workbench uses data listings to generate complex clinical data reports across a study. You can create a CQL query to return the clinical data you want to review, view the results, and save that query as a custom listing. You can also assign a category to a custom listing to categorize it according to your organization’s business practices. You can choose to share their listing with others in your organization, or mark it as a private listing.

Accessing Listings

First, select your Study from the Studies page. Then, open the Listings page either from the Navigation Drawer () or the Study menu.

Workbench divides your study listings into four groups. To view listings in a certain group, click to open the appropriate tab.

• playlist_add_check Review: These are custom listings that are Review Enabled. These listings allow you to review incoming data and identify any issues. Learn more about reviewing data.
• Core: Workbench automatically creates a Core Listing for each Form in your study as they are imported into the system.
• public Public: These are all custom listings, which are not review enabled, that you have permission to view. These include your own listings marked as public and any public listings from other users in your study. Workbench displays custom listings that are review enabled in the Review group.
• lock_outline Private: These are all custom listings that you created and marked as private.

Click on a listing’s Title to open it.

You can access Export Listings (including System Listings) from Export > Definitions.

Creating a Custom Listing

To create a custom listing:

1. Navigate to your Study in Workbench.
2. Open the Listings page from either the Study menu or the Navigation Drawer ().
3. Choose a Core Listing, or an existing custom listing, to start from.
4. Click that listing’s Title to open it.
5. Click CQL Editor.
6. Edit the CQL query to show the desired data in the listing.
7. Click Apply.
8. Review the listing. If needed, edit the CQL query again and reapply until you’re satisfied with the data shown in the listing.

9. From the Listing Menu, choose Save As.

10. Enter a Title for your listing. Note that this Title must be unique within your Study.
11. Choose a Category from your listing.

12. Optional: To create a new category, clear the Category field’s text and enter your category name. If a category with the same name doesn’t already exist, press Enter or select Add Category from the drop-down.

13. Optional: By default, your listing is private, meaning that only you can see it. To create a public listing, select Public for Listing Access. Public listings are visible to anyone with access to Workbench and your Study. Otherwise, leave this set to Private.

14. Optional: Select Enabled for Review to enable this listing for review. Otherwise, leave this set to Disabled to create a regular public or private listing.
15. Enter a Description.
16. Click Save. Workbench saves your custom listing and opens it.

Editing a Custom Listing

To edit a custom listing’s CQL query:

1. Navigate to your Study in Workbench.
2. Open the Listings page from either the Study menu or the Navigation Drawer (ICON).
3. Locate the listing you want to edit.
4. Click the listing’s Title to open it.
5. Click CQL Editor.
6. Edit the CQL query.
7. From the Listings menu, select Save.

To edit a custom listing’s properties:

1. Navigate to your Study in Workbench.
2. Open the Listings page from either the Study menu or the Navigation Drawer (ICON).
3. Locate the listing you want to edit.
4. Click the listing’s Title to open it.
5. Click the Arrow () to open the Listing menu.
6. Select Properties.
7. In the Properties dialog, click Edit.
8. Make your changes.
9. Click Save.

Deleting a Custom Listing

You can delete custom listings that you created. Note that you can’t delete Core Listings, or any custom listings that another user created.

To delete a custom listing:

1. Navigate to your Study in Workbench.
2. Open the Listings page from either the Study menu or the Navigation Drawer ().
3. Locate the listing you want to delete.
4. Hover over the Title of that listing to show the Listing Menu.

1. Click the Arrow () to open the Listing menu.
2. Select Delete Listing.

1. Workbench deletes your custom listing. If your listing was the only one in its category, Workbench also deletes the category.

Example Custom Listings

The examples below are custom listings for Verteo Pharma’s Deetoza study.

Note that these examples use a fictional study, Deetoza. To recreate any examples in your own study, update any references to Items, Item Groups, Forms, and Events to point to definitions that exist in your own study.

Example: Dosage

The example listing below is “Dosage”. This listing shows the following items from the Dosing form: Actual Dose, Units, Route, and Frequency. Because the Deetoza study reuses one Dosing form definition for each Treatment Visit event, the listing also shows the Name of the event and the Event Date. This means that the listing includes a row for each treatment visit completed by each subject.

This listing excludes any forms not in the Submitted status or any forms within an Event marked as Did Not Occur.

This example listing is in the Analysis category. Verteo Pharma categorizes any listings used for analysis with this category.

The Dosage custom listing uses the following CQL query:

select @HDR.Subject, @HDR.Event.Name as Event, @HDR.Event.Date, dosing.start_date_and_time as Start_DateTime, dosing.stop_date_and_time as Stop_DateTime, dosing.actual_dose as Actual_Dose, dosing.dose_units as Units, dosing.dose_route as Route, dosing.dose_frequency as Frequency 
from EDC.Dosing
where @Form.Status = 'submitted__v' or @HDR.Event.Status IN ('did_not_occur__v')

This query uses aliases (as) to shorten column names. Learn more about aliases in the CQL Reference.

Example: Subject Gender Report

The example listing below is “Subject Gender Report”. This listing shows the percentage of Subjects by gender, based on the Subject Gender (subject_gender) item from the Demographics form. The query uses the Round() and Count() functions and arithmetic operators to calculate the percentage of the total number of Subjects that make up each gender.

This Subject Gender Report listing uses the Reports category. Verteo Pharma categorizes any listings meant for reporting within this category.

This listing excludes any Subjects with their Demographics form not in the Submitted status or any within a Screening event marked as Did Not Occur.

The Subject Gender Report custom listing uses the following CQL query:

select `subject_gender` as Gender, Count(@HDR.Subject.Name) as CNT,
(Round(Count(@HDR.Subject.Name)/(Select Count(@HDR.Subject.Name) from EDC.demographics ttl_subj)*100,2)) as Percentage
from EDC.demographics
where @Form.Status = 'submitted__v' or @HDR.Event.Status in ('did_not_occur__v')
group by `subject_gender`
order by Percentage desc