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Carelane provides built-in reporting capabilities to monitor study progress, site performance, and data quality.

Available Reports

Enrollment Reports

Track participant enrollment:
ReportDescription
Enrollment SummaryTotal enrolled by status
Enrollment by SiteEnrollment counts per site
Enrollment Over TimeEnrollment trends
Screening MetricsScreen failure rates

Site Reports

Monitor site performance:
ReportDescription
Site StatusCurrent status of all sites
Site ActivityData entry activity by site
Onboarding ProgressWorkflow completion status

Data Quality Reports

Track data quality metrics:
ReportDescription
Query SummaryOpen and resolved queries
Query Rate by SiteQueries per records by site
Missing DataRecords with incomplete data
Verification StatusRecords pending verification

Pathway Reports

Monitor participant progress:
ReportDescription
Visit CompletionCompletion rates by visit
Overdue ActivitiesActivities past their window
Pathway ProgressOverall progression through pathways

Accessing Reports

1

Navigate to Study

Open your study.
2

Open Reports Section

Click on Reports or Analytics in the navigation.
3

Select Report

Choose the report you want to view.
4

Configure Filters

Apply filters if available (date range, site, status).
5

View or Export

View the report or export to file.

Report Filters

Common filters across reports:
FilterDescription
Date RangeRestrict to specific time period
SiteFilter to specific sites
StatusFilter by status values
ArmFilter by treatment arm

Dashboard Metrics

The study dashboard displays key metrics:

Enrollment Metrics

  • Total participants enrolled
  • Enrollment target vs. actual
  • Active participants

Data Metrics

  • Records submitted
  • Records pending review
  • Open queries

Site Metrics

  • Active sites
  • Sites enrolling
  • Site performance indicators

Custom Reports

For specialized reporting needs:
  1. Export Data: Use CSV exports to extract raw data
  2. External Tools: Analyze in Excel, R, Python, etc.
  3. Custom Queries: Work with your data team for custom analysis
Combine Carelane exports with your organization’s BI tools for custom dashboards and advanced analytics.

Report Permissions

RoleReport Access
Study AdministratorAll reports
CI/D-CIAll reports
Data ReviewerData quality reports
Site RolesSite-specific reports

Data Freshness

Reports reflect current data:
  • Real-time for most metrics
  • Some aggregated reports may have slight delay
  • Check report timestamp for freshness

Best Practices

Review key reports regularly to monitor study health.
Use site comparison reports to identify high and low performers.
Use report insights to drive improvement actions.

Export Types

Export data for custom analysis.

Data Quality

Data quality management.