> ## Documentation Index
> Fetch the complete documentation index at: https://docs.carelane.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports

> Built-in reports and analytics for your study

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

## Available Reports

### Enrollment Reports

Track participant enrollment:

| Report                   | Description                |
| ------------------------ | -------------------------- |
| **Enrollment Summary**   | Total enrolled by status   |
| **Enrollment by Site**   | Enrollment counts per site |
| **Enrollment Over Time** | Enrollment trends          |
| **Screening Metrics**    | Screen failure rates       |

### Site Reports

Monitor site performance:

| Report                  | Description                 |
| ----------------------- | --------------------------- |
| **Site Status**         | Current status of all sites |
| **Site Activity**       | Data entry activity by site |
| **Onboarding Progress** | Workflow completion status  |

### Data Quality Reports

Track data quality metrics:

| Report                  | Description                  |
| ----------------------- | ---------------------------- |
| **Query Summary**       | Open and resolved queries    |
| **Query Rate by Site**  | Queries per records by site  |
| **Missing Data**        | Records with incomplete data |
| **Verification Status** | Records pending verification |

### Pathway Reports

Monitor participant progress:

| Report                 | Description                          |
| ---------------------- | ------------------------------------ |
| **Visit Completion**   | Completion rates by visit            |
| **Overdue Activities** | Activities past their window         |
| **Pathway Progress**   | Overall progression through pathways |

## Accessing Reports

<Steps>
  <Step title="Navigate to Study">
    Open your study.
  </Step>

  <Step title="Open Reports Section">
    Click on Reports or Analytics in the navigation.
  </Step>

  <Step title="Select Report">
    Choose the report you want to view.
  </Step>

  <Step title="Configure Filters">
    Apply filters if available (date range, site, status).
  </Step>

  <Step title="View or Export">
    View the report or export to file.
  </Step>
</Steps>

## Report Filters

Common filters across reports:

| Filter         | Description                      |
| -------------- | -------------------------------- |
| **Date Range** | Restrict to specific time period |
| **Site**       | Filter to specific sites         |
| **Status**     | Filter by status values          |
| **Arm**        | Filter 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

<Tip>
  Combine Carelane exports with your organization's BI tools for custom dashboards and advanced analytics.
</Tip>

## Report Permissions

| Role                    | Report Access         |
| ----------------------- | --------------------- |
| **Study Administrator** | All reports           |
| **CI/D-CI**             | All reports           |
| **Data Reviewer**       | Data quality reports  |
| **Site Roles**          | Site-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

<AccordionGroup>
  <Accordion title="Regular Review">
    Review key reports regularly to monitor study health.
  </Accordion>

  <Accordion title="Track Trends">
    Use time-based reports to identify trends and issues early.
  </Accordion>

  <Accordion title="Compare Sites">
    Use site comparison reports to identify high and low performers.
  </Accordion>

  <Accordion title="Act on Findings">
    Use report insights to drive improvement actions.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Export Types" icon="file-export" href="/exports-reports/export-types">
    Export data for custom analysis.
  </Card>

  <Card title="Data Quality" icon="magnifying-glass" href="/data-quality">
    Data quality management.
  </Card>
</CardGroup>