Creating Study Progress Listings Reports

From EDC Tools > Jobs you can schedule Study Progress Listing jobs to to be populated in the Reports tab. As part of the job, Vault sends the listing data to the appropriate report. In the Reports tab, there are standard templates that match the output of the listing from EDC Tools. Users with access to Reports can create their own version of the report based on the standard template, which they can customize by adding filters or by adding or removing columns. Users can also create dashboards based on the reports. Learn more about how to create reports, filter reports, and create dashboards. User access to report data is automatically restricted by the Study, Site, and restricted data access permissions.

The following Study Progress Listing jobs are available as Reports:

• Event Progress Listing
• Form Progress Listing
• Query Detail Listing
• Subject Progress Listing

Study Progress Listing Report Types

From EDC Tools > Job Schedule, you can initiate Study Progress Listing jobs to export Study data as Reports.

Summary

The table below summarizes the Study Progress Listing job types available as Reports:

Job Type	Description
Event Progress Listing	Generates a list of all Events in a Study with status details and operational information.
Form Progress Listing	Generates a list of all Forms in a Study with status details and operational information.
Query Detail Listing	Generates a list of all Queries in a Study with status details and operational information.
Subject Progress Listing	Generates a list of all Subjects in a Study with status details and operational information.
Form Progress Versioned Extract	Generates a list of all Forms in a Study with status details and operational information according to the selected version.
Event Progress Versioned Extract	Generates a list of all Events in a Study with status details and operational information according to the selected version.
Subject Progress Versioned Extract	Generates a list of all Subjects in a Study with status details and operational information according to the selected version.
Query Detail Versioned Extract	Generates a list of all Queries in a Study with status details and operational information according to the selected version.

Event Progress Listing

The Event Progress Listing job generates a list of all Events in the Study, with status details and operational data, as a CSV file or report. The Event Progress Listing job is versionless.

Job Options

The following configuration options are available for the Event Progress Listing job:

• Include Review Data: Users with the View SDV or View DMR permissions can choose to include SDV/DMR data in the listing.

• Include Restricted Data: When this checkbox is selected, Vault includes events from restricted Forms if the job is initiated by a user with the Restricted Data Access permission. An event becomes Restricted when the data that triggers a dynamic event contains a Restricted form and is updated by a user without Restricted permission and the Restricted form is included in the submitted event. A user with Restricted permission must perform an action to clear the newly unneeded form.

Output

The Event Progress Listing job CSV export and report include the columns listed below. If your Study is using Data Model V1, the Event Signature Date, Freeze Date, and Lock Date columns will be blank in the CSV and report output. If your Study contains log events, the Event Date and Visit Method Frozen, Locked, and Signed columns will be blank.

Column Header	Description
Study	Study Name
Country	Study Country Name
Site	Site number
Subject	Subject number
Subject Status	Current Subject status
Event Group Label	Event Group Label
Event Label	Event Label
Event Group Sequence Number	Event Group Sequence Number
Event Type	Event Type
Event Date	Event Date entered
Visit Method	Visit Method selected
Event Status	Event status (Planned, Blank, In Progress, Submitted, Did Not Occur)
Event Did Not Occur	Indicates if the event was marked as Did Not Occur (Yes/No value)
Event Did Not Occur Reason	Change Reason entered if the event was marked as Did Not Occur
Restricted Event	Shows if the event is restricted or not (Yes/No value)
Early Planned Date	The low date relative to study design plan and not considered out of window
Planned Date	The date from study design the event was planned for
Late Planned Date	The high date relative to study design plan and not considered out of window
Event Out of Window	If the event is out of window (below Early, above Late), or if missing (and past late grace)
Days Out of Window	If Out of Window, display the number of days out of window
SDV Plan	The SDV plan assigned to subject at time of generation
Event SDV Required	Shows if SDV was required for the Event (Required, Optional, Not Required, Blank)
Event Requires Re-SDV	Shows if SDV is required again for the Event (Yes/No value). This column will be blank for studies created prior to the 23R3 release.
Event SDV Complete	Shows whether the Event completed SDV (Yes/No value)
% Event SDV Complete	Shows the percentage of SDV completion for the Event
Event First SDV Completion Date	Shows the datetime when everything required for SDV was first marked as SDV Complete for this Event
Event SDV Completion Date	Shows datetime when everything required for SDV was marked as SDV Complete for this Event
Event Date SDV Required	Shows whether the Event Date is required for SDV (Required, Optional, Not Required, Blank value)
Event Date SDV Complete	Shows whether the Event Date underwent SDV (Yes/No value)
Event Date First SDV Completion Date	Shows the date that SDV for all forms in the event, and for Event Date and Visit Method if required, was first completed. This value will be cleared if the form or event is reset.
Event Date SDV Completion Date	Shows the date that SDV was completed for the Event Date.
Visit Method SDV Required	Shows if SDV was required for the Visit Method (Required, Optional, Not Required, Blank)
Visit Method SDV Complete	Shows whether the Visit Method completed SDV (Yes/No value)
Visit Method SDV Completion Date	Shows the date when the Visit Method underwent SDV
Total Forms SDV Required	Total number of forms completed for this event, where at least one field is SDV required
Submitted Forms SDV Required	Number of submitted forms where SDV is required at the event
Total Forms SDV Complete	Shows the total number of forms that completed SDV
% Forms SDV Complete	Percentage of forms that underwent SDV at this event
Forms SDV Completion Date	The date on which all forms at this event completed SDV for this subject
DMR Plan	The DMR plan assigned to subject at time of generation
Event DMR Required	Shows if DMR was required for the Event (Required, Optional, Not Required, Blank)
Event Requires Re-DMR	Shows if DMR is required again for the Event (Yes/No value)
Event DMR Complete	Shows whether the Event completed DMR (Yes/No value)
% Event DMR Complete	Shows the percentage of DMR completion for the Event
Event First DMR Completion Date	Shows the date that DMR for all forms in the Event, and for Event Date and Visit Method if required, was first completed. This value will be cleared if the form or event is reset.
Event DMR Completion Date	Shows the datetime when everything required for DMR was marked as DMR Complete for this Event
Event Date DMR Required	Shows whether the Event Date is required to complete DMR (Required, Optional, Not Required, Blank value)
Event Date DMR Complete	Shows whether the Event Date completed DMR (Yes/No value)
Event Date First DMR Completion Date	The date when the Event Date was first marked as DMR Complete
Event Date DMR Completion Date	The date when the Event Date completed DMR
Visit Method DMR Required	Shows if DMR was required for the Visit Method (Required, Optional, Not Required, Blank)
Visit Method DMR Complete	Shows whether the Visit Method completed DMR (Yes/No value)
Visit Method DMR Completion Date	Shows the date when the Visit Method underwent DMR
Total Forms DMR Required	Total number of forms completed for this Event, where at least one field is DMR required
Submitted Forms DMR Required	Number of submitted forms where DMR is required at the Event
Total Forms DMR Complete	Shows the total number of forms that completed DMR
% Forms DMR Complete	Percentage of forms that underwent DMR at this Event
Forms DMR Completion Date	The date on which all forms at this Event completed DMR for this subject
Event Date Frozen	Shows if the Event Date was frozen (Yes/No value)
Event Date Frozen Date	The date that the Event Date was frozen
Event Date Locked	Shows if the Event Date was locked (Yes/No value)
Event Date Locked Date	The date that the Event Date was locked
Event Signed	Shows if event is signed (Yes/No value)
Event Date Signature Date	The date when the event was signed
Visit Method Frozen	Shows if the Visit Method was frozen (Yes/No value)
Visit Method Frozen Date	The date that the Visit Method was frozen
Visit Method Locked	Shows if the Visit Method was locked (Yes/No value)
Visit Method Locked Date	The date that the Visit Method was locked
Visit Method Signed	Shows if the Visit Method was signed (Yes/No value)
Visit Method Signature Date	The date that the Visit Method was signed
Event Frozen	Shows if the Event is frozen (Yes/No value)
Event Frozen Date	The date when the Event was frozen
Event Locked	Shows if the Event is locked (Yes/No value)
Event Locked Date	The date when the Event was locked
Event ID	Vault ID of the event
Last Run of Listing	Datetime when the listing was last run

Form Progress Listing

The Form Progress Listing job generates a list of all Forms in the Study, with status details and operational data, as a CSV file. The Form Progress Listing job is versionless.

Job Options

The following configuration options are available for the Form Progress Listing job:

• Include Restricted Data: When this checkbox is selected, Vault includes data from restricted Forms if the job is initiated by a user with the Restricted Data Access permission.

• Include Item Counts: When this checkbox is selected, Vault includes item counts for All Items, Items with Values, Items with Value Change, Items SDV Required Completed, Items SDV Required, Items DMR Required Completed, and Items DMR Required.

Output

The Form Progress Listing job CSV export and report include the columns listed below. If your Study is using Data Model V1, the SDV Required, Items SDV Required Completed, Items SDV Required, SDV %, SDV Age, DMR Required, Items DMR Required Completed, Items DMR Required, DMR %, and DMR Age columns will be blank in the job export and report output.

Column Header	Description
Study	Study Name
Country	Study Country Name
Site	Site Number
Subject	Subject Number
Subject Status	Current Subject Status
Event Group Label	Event Group Label of the Event Group where the Form is
Event Label	Event Label of the Event where the Query is
Event Group Sequence Number	Event Group Sequence Number
Event Date	Event Date entered
Form Label	Form Label
Form Sequence Number	Form Sequence Number
Form Status	Form Status (Planned, Blank, In Progress, Submitted, In Progress Post Submit)
First Submission Date	Datetime when the Form was first submitted
Latest Submission Date	Datetime when the Form was last submitted
Number of Submits	Total number of Form submissions
Restricted Form	Shows if the Form is Restricted or not (Yes/No value)
Complete	Shows if the Form is complete/submitted, including ILB forms (Yes/No value)
Intentionally Left Blank	Shows if the Form was Intentionally Left Blank (Yes/No value)
Intentionally Left Blank Reason	The reason the Form was marked as Intentionally Left Blank
Marked for Removal	Shows whether the Form is no longer needed
Late	Shows if the Form is late based on the Event Date and the number of overdue days allowed (Yes/No value)
Days Overdue	Shows the number of days beyond the overdue date
All Items	Calculates the total number of items on the form
Items with Values	Calculates the number of items on the form with a saved value
Items with Value Change	Calculates the number of items on the form with at least one data value change
SDV Plan	SDV Review Plan assigned to the Subject
Form SDV Override Plan	SDV Review Plan override for the Form (from an override rule)
Form SDV Required	Shows whether SDV is required for the Form
Form Requires Re-SDV	Shows whether SDV needs to be completed again after being cleared due to updates by the site
Form SDV Complete	Shows whether SDV was completed for the Form
Items SDV Required	Number of items on the Form where SDV is required
Items SDV Required Completed	Number of items on the Form where SDV is required and completed
Form SDV %	Percentage of required SDV complete for the Form
Form SDV Age	How long the Form has been submitted without SDV
Form First SDV Completion Date	Date that SDV was first completed for the Form
Form SDV Completion Date	Date that SDV was completed for the Form
DMR Plan	DMR Review Plan assigned to the Subject
Form DMR Override Plan	DMR Review Plan override for the Form (from an override rule)
Form DMR Required	Shows whether DMR is required for the Form
Form Requires Re-DMR	Shows whether DMR needs to be completed again after being cleared due to updates by the site
Form DMR Complete	Shows whether DMR was completed for the Form
Items DMR Required	Number of items on the Form where DMR is required
Items DMR Required Completed	Number of items on the Form where DMR is required and completed
Form DMR %	Percentage of DMR complete for the Form
Form DMR Age	How long the Form has been submitted without DMR
Form First DMR Completion Date	Date that DMR was first completed for the Form
Form DMR Completion Date	Date that DMR was completed for the Form
Frozen	Whether or not the Form is frozen (Yes/No value)
Freeze Date	Date the Form was frozen
Locked	Whether or not the Form is locked (Yes/No value)
Lock Date	Date the Form was locked
Signed	Whether or not the Form is signed
Sign Date	Date the Form was signed
Last Signed Date	Date the Form was last signed
Total Queries	Total number of queries on the Form
Open Queries	Total number of open queries on the Form
Answered Queries	Total number of answered queries on the Form
Closed Queries	Total number of closed queries on the Form
Form Vault ID	Vault ID of the Form
Last Run of Listing	Datetime when the listing was last run

Query Detail Listing

The Query Detail Listing job generates a list of all Queries in the Study, with status details and operational data, as a CSV file. Users can filter this listing by Query Status, Query Team, Site, and Form. The output only includes Queries from restricted Forms if the user selected the Include Restricted Data checkbox and has the Restricted Data Access permission. The Query Progress Listing job is versionless. Note that if you have the Show Queries in the User Language setting configured, queries will display in the user’s language, not the vault language.

Job Options

The following configuration options are available for the Query Detail Listing job:

• Include Restricted Data: When this checkbox is selected, Vault includes queries from restricted Forms if the job is initiated by a user with the Restricted Data Access permission.

Output

The Query Detail Listing job CSV export and report include the columns listed below. If your Study isn’t using Query Teams, the Query Team, Created by Query Team, Answered by Query Team, Closed by Query Team, Created by Role, Answered by Role, and Closed by Role columns will be blank in the CSV and report output.

Column Header	Description
Study	Study Name
Country	Study Country Name
Site	Site Number
Subject	Subject Number
Subject Status	Current Subject Status
Event Group Label	Event Group Label of the Event Group where the query is
Event Label	Event Label of the Event where the query is
Event Group Sequence Number	Event Group Sequence Number
Event Date	Event Date entered
Visit Method	Visit method selected
Form Label	Form Label of the Form where the query is
Form Sequence Number	Form Sequence Number
Form Status	Form Status
Item Group Label	Item Group Label of the Item Group where the query is
Item Group Sequence Number	Item Group Sequence Number
Item OID (External ID)	External ID (OID) of the item that the query is attached to
Item Label	Label of the item that the query is attached to
Query ID	The query name (VV-XXXXX) (not the internal vault ID)
Query Status	Current Status of the query
Restricted Query	Shows if the query is Restricted or not (Yes/No value)
Query Team	Query Team assigned to the query
Source Type	Source type of the query
Source System Name	Value optionally set by an API query addition, describing the name of the query source system
Source User	Value optionally set by an API query addition, describing the user who opened the query
Source ID	Unique identifier from the source of the query
Days Unresolved	Days the query has been unresolved
Manual Query	Shows if the query was manually created (Yes/No value)
Query Rule	If a query rule, the rule that originates the query
Original Query Text	First message text of the query
Original Query Text in User's Language	Original text of the query in the User’s language
Original Query Text in English	Original text of the query in English
Latest Query Comment	Latest query message
Latest Query Answer Text	Last answer of the query
Number of Query Messages	The number of query messages on a query
Observed Source Value	Value of the item recorded as Observed Source
Item Value Before Query	Value of the item the query is attached to before query creation
Item Value Now	Value of the item the query is attached to at the time of run
Item Value Changed	Shows whether the value of the queried item changed (Yes/No value)
Query Caused Data Change	Shows whether the data changed after query creation (Yes/No value). This field is determined by checking if the item value was modified between creation and closing of the query (by dates).
Value Confirmed	Specifies if the queried value of the item or event was marked as Confirmed by the site
Query Created Date	Datetime of the creation of the query
Query Created By	User that created the query (or System)
Created By Role	Role name of the user that created the query (or System)
Created by Query Team	Query Team of the user that created the query
Query Answered Date	Datetime of last answer of the query
Query Answered By	User that last answered the query
Answered by Role	Role name of the user that last answered the query
Answered by Query Team	Query Team of the user that last answered the query
Query Closed Date	Datetime of last closing of the query
Query Closed By	User that last closed the query (or System)
Closed By Role	Role name of the user that last closed the query (or System)
Closed by Query Team	Query Team of the user that last closed the query
Query Vault ID	Vault Query Object
Last Run of Listing	Datetime when the listing was last run

Subject Progress Listing

The Subject Progress Listing job generates a list of all Subjects in the Study, with status details and operational data, as a CSV file. The Subject Progress Listing job is versionless.

Job Options

The following configuration options are available for the Subject Progress Listing job:

• Include Restricted Data: When this checkbox is selected, Vault includes data from restricted Forms if the job is initiated by a user with the Restricted Data Access permission.

Output

The Subject Progress Listing job CSV export and report include the following columns:

Column Header	Description
Study	Study Name
Country	Study Country Name
Site	Site Number
Subject	Subject Number
Subject Status	Current Subject status
Restricted Subject	Shows if the Subject is Restricted (Yes/No value)
Most Recent Visit	Event Label of the last visit/event
Date of Most Recent Visit	Event Date of the last visit/event
Method of Most Recent Visit	Visit Method of the last visit/event
Next Event	Event Label of the next scheduled visit/event
Entry Complete	Shows if all forms expected for a Subject have been submitted (Yes/No value)
SDV Plan	SDV Plan assigned to the Subject
Subject SDV Required	Shows whether SDV is required for the Subject
Subject SDV Complete	Shows if all forms and all event dates that require SDV have been marked SDV for the Subject
Subject SDV Completion Date	The date that SDV was completed for the Subject
Forms SDV Completion Date	The date that SDV was completed on all forms for the Subject
DMR Plan	DMR plan assigned to the Subject
Subject DMR Required	Shows whether DMR is required for the Subject
Subject DMR Complete	Shows if all forms and all event dates that require DMR have been marked DMR for the Subject
Subject DMR Completion Date	The date that DMR was completed for the Subject
Forms DMR Completion Date	The date that DMR was completed on all forms for the Subject
Frozen	Shows if all forms, event dates, and visit methods have been frozen for the Subject
Locked	Shows if all forms, event dates, and visit methods have been locked for the Subject
Signed	Shows if all forms, event dates, and visit methods have been signed for the Subject
All Queries Closed	Shows if all queries for the Subject have been closed
Clean	Shows if a Subject is "clean," meaning that all forms, event dates, and visit methods are submitted, signed, and locked and all queries are closed. SDV and DMR should also be completed (Yes/No value)
Forms	Total number of forms for Subject
Forms Complete	Number of forms submitted
Forms Incomplete	Number of forms that are blank or in progress (e.g. forms that are not submitted yet)
Forms SDV Required	Number of forms that are SDV required for the subject
Submitted Forms SDV Required	Number of submitted forms that are SDV required for the subject
Forms SDV Complete	Number of forms that were marked as SDV reviewed for the subject
% Forms SDV Complete	Percentage of forms that were marked as SDV reviewed for the subject compared to the number of forms marked SDV required
Forms Not SDV	Number of forms submitted that require SDV based on the review plan but have not been marked for SDV
Event Dates Not SDV	Number of event dates that require SDV that have not been marked SDV for the Subject
Visit Methods Not SDV	Number of visit methods that require SDV that have not been marked SDV for the Subject
Forms DMR Required	Number of forms that are DMR required for the subject
Forms DMR Complete	Number of forms that were marked as DMR reviewed for the Subject
Submitted Forms DMR Required	Number of submitted forms that are DMR required for the subject
% Forms DMR Complete	Percentage of forms that were marked as DMR reviewed for the subject compared to the number of forms marked DMR required
Forms Not DMR	Number of forms submitted that require DMR based on the review plan but have not been marked for DMR
Event Dates Not DMR	Number of event dates that require DMR that have not been marked DMR for the Subject
Visit Methods Not DMR	Number of visit methods that require DMR that have not been marked DMR for the Subject
Forms Not Frozen	Total number of submitted forms that are not frozen
Event Dates Not Frozen	Total number of event dates that are not frozen
Visit Methods Not Frozen	Total number of visit methods that are not frozen
Forms Not Locked	Total number of submitted forms that are not locked
Event Dates Not Locked	Total number of event dates that are not locked
Visit Methods Not Locked	Total number of visit methods that are not locked
Forms Not Signed	Total number of submitted forms that are not signed
Event Dates Not Signed	Total number of event dates that are not signed
Visit Methods Not Signed	Total number of event dates that are not signed
Total MC	Total Medical Coding Requests for the Subject
MedDRA MC	Total MedDRA Medical Coding Requests
WHODrug MC	Total WHODrug Medical Coding Requests
MedDRA MC Need Coding	MedDRA Medical Coding Requests that are not yet coded
WHODrug MC Need Coding	WHODrug Medical Coding Requests that are not yet coded
Total Queries	Total number of queries
Open Queries	Total number of open queries
Answered Queries	Total number of answered queries
Closed Queries	Total number of closed queries
Subject Vault ID	Vof ID of the Subject
Last Run of Listing	Datetime when the listing was last run

Note that Required columns will appear before Completed columns in the listing jobs output.

Scheduling Study Listing Report Jobs

The Study Listing reports available in the Reports tab are based on Study data up to the last time the Study Listing job was run. Study Listing Reports can only be created by scheduling recurring Study Listing jobs. We recommend that you schedule Study Listings as daily jobs to ensure that the data provided by the Study Listing report in the Reports tab is up to date to within the past 24 hours. You can check the last date and time the Study Listing job was run in the Last Run of Listing column of the report. Learn more about running ad hoc and scheduled jobs in EDC Tools.

To schedule a Study Listing Report Job:

1. Navigate to Tools > EDC Tools > Job Schedule for your Study.

2. Click + New Job.

3. Select a Study Listing job from the Type dropdown menu.
4. Different options display depending on the type of job you selected. Select the required options. We recommend selecting Include Restricted Data.

5. Select a Frequency. You can only create Study Listing Reports from recurring Study Listing jobs. We recommend scheduling your Study Listing job to run daily.

6. Enter a Name for your job.
7. Select a time for your report to run from the Run at dropdown.
8. Select Send data to Vault Reports.
9. Click Schedule. Vault runs scheduled jobs at the configured time, and you will receive an email notification with a link to download the job log and relevant output files each time the job runs.

Once the Study Listing job has run, populating data to the Reports tab, users can customize the report as needed. Learn more about how to create customized versions of standard report templates.

Sharing Study Listing Reports

To make Study Listing report templates viewable by users, you must share them with the users or user groups. User access to report data is automatically restricted by the Study, Site, and restricted data access permissions. Learn more about how to share reports.