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CTAM Reporting

The Reports tab provides the ability to create and customize audit reports for trials to ensure compliance. This article provides instructions on downloading existing reports, as well as generating new reports.

IMPORTANT! Your view will differ depending on your role. If you have any questions, please contact your CTAM System Administrator.


Download Existing Report

To download an existing report:

1. Navigate to the Reports tab. Use the search bar provided to locate desired report. 

2. Select the Download icon via the Actions column in the desired report row.

NOTE: The report downloads to your local drive.


Generate New Report

To generate a new report by audit or site:

1. Navigate to the Reports tab. Select either Audit Report by Trial or Audit Report by Site.

2. Enter the Trial or Site Name (depending on your previous selection), as well as the Report Date Range (if required). 

3. Click the Create Report Button.

NOTE: The new report now displays at the top of the table via the Reports tab.

Updated on November 5, 2024
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