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Understand the ePRO records dashboard

What each column means, how to filter the list, and how to read the totals

The ePRO records dashboard lists every ePRO record in your study in a single table. Use it to find a specific record, or to get a view of where completion stands across your subjects.

🔑 Prerequisite: ePRO Records List (Access)

ePRO Records - Dashboard.gif


What each column means

Column

What it shows

Subject ID

The subject's unique code for this study. This anonymized ID is the same across every module of the application.

ePRO Name

The ePRO form attached to the record.

Status

Where the record stands. See Understand ePRO record statuses.

Send date

The date the ePRO was sent. For a scheduled record, this is a future date. For a record generated without being sent, it is the creation date.

Completion date

The last date the ePRO was completed.

Questions

Completed questions against the total number of visible questions, which depends on the conditional logic of that record.

Occurrence

For a form set up with several occurrences, the occurrence number of this record.

Center

The center the subject belongs to.

Source

How the record was created: Manual or Automation.

💡 Tip: the Questions count only includes questions the subject actually sees. Two records of the same form can show different totals if conditional logic hid different questions.


Filter the list

Eight filters are available, and they combine:

  • Status

  • Centers

  • ePRO Form Name

  • Send Date, with equal to, before, after or between

  • Completion Date, with equal to, before, after or between

  • Occurrence, with equal to, before, after or between

  • Subject ID

  • Rando ID

💡 Tip: you can arrive on this dashboard already filtered. From the ePRO forms page or the ePRO compliance page, use the shortcuts to open the records list pre-filtered on one form or one subject.


Read the totals at a glance

The banner at the top of the dashboard shows the total number of records, broken down by status. It recalculates as soon as you apply a filter, so it always reflects the list you are looking at rather than the whole study.


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