Skip to main content

Datacapt Version 4.21

Updated today

Planned to be released on March 16th 2026

Datacapt 4.21 introduces one of the most impactful structural upgrades of the platform: native reporting, stronger governance controls, and enhanced participant autonomy.


šŸ“Š Platform - Native Cross-Database Reports

Until now, producing reports overviews required exporting data and combining files externally.

Datacapt 4.21 introduces a dedicated Reports module, directly accessible from the main navigation menu.
​

In this first iteration, the module connects Subject and Payment databases.

What’s new?

  • Dedicated Reports section in the main menu

  • Create, consult, edit, duplicate, delete, and export reports

  • Searchable and sortable report list

  • Favorites tagging

  • Role-based access control

  • Background processing for large exports

šŸ”¬ Explore how it works

Click through this interactive guide to learn the process in seconds

Report list

Each report displays:

  • Colored pictogram

  • Title

  • Creator

  • Creation date

  • Last modification date

Reports are automatically sorted by most recently modified.

Creating or editing a report

When creating or editing a report, users configure:

  • Report title

  • Data source

  • Columns

  • Filters

  • Sorting rules

Reports can be saved using:

  • Save (stay on the page)

  • Save and close (return to the list)

If users leave the page with unsaved changes, a confirmation modal will appear.

Exporting

Reports can be exported using the saved configuration.

  • Export format: CSV

  • Large exports are processed in the background and users are notified when the file is ready.

From the report list:

From the report itself:

Additional features

  • Duplicate an existing report

  • Add to favorites ā­ļø

  • Automatic warning if a variable used in the report has been removed

šŸ’” Why it’s useful

  • Centralizes reporting inside Datacapt

  • Eliminates dependency on spreadsheets for operational overviews

  • Enables finance and recruitment teams to monitor activity in seconds

  • Speeds up downstream statistical processing

āš ļø Important information:

  • CSV export only

  • No soft-delete (report deletion is permanent)

  • No bulk actions yet

  • No filtering

Permissions

We introduced the following permissions to access and edit reports:

  • reporting.access → View + Export

  • reporting.edit → View + Export + Edit + Delete

āš ļø Important information:

Users with permission to edit reports will have access to all subject database data as well as all payment data regardless the permissions that were set-up in their roles.


Users with permission to access to reports will see all data set-up in reports regardless the permission set-up in their roles.

Interested in trying it out? šŸ‘€


Your Datacapt Customer Success Manager or sales contact will be happy to walk you through the feature.


šŸ‘„ SITE CTMS - Participant Portal, New Experience

We’ve completely redesigned the participant portal to offer a more modern, intuitive, and self-service experience.

What’s new?

  • New design and personalization options: improved design to make the participant interphase more pleasing and customer-friendly. Added an option for participant to choose an avatar they like.

  • Visibility on past and upcoming visits: participants can also view their upcoming and past visits directly from the portal, increasing transparency and helping reduce missed appointments. Participants can also insert visits directly in their calendar!

  • Secure email change process: the email change flow includes password confirmation and OTP verification, ensuring secure and validated credential updates.

How does it work?

Participants can:

  • Access visit history and upcoming visits

  • Import visit information in they calendar

  • Update personal information directly in their profile

  • Change login email through a secure two-step process

šŸ’” Why it’s useful

  • Reduces operational workload for study teams

  • Improves participant engagement

  • Helps reduce no-show risk

  • Strengthens identity security

  • Lays groundwork for duplicate account detection

āš ļø Important :

The banner prompting participants to enter their bank details has been temporarily removed. It will be replaced by a dedicated task in an upcoming iteration (planned within the next few weeks).

In the meantime, participants can still add their bank information directly in their profile.


You can also use the reporting feature to identify participants who have not yet provided their bank details.


EDC - Automatic Invitation to All Studies and Centers

Managing users across many studies can quickly become time-consuming for administrators.

Datacapt 4.21 introduces a clearer and more controlled way to give certain users access to all relevant studies, replacing the legacy ā€œaccess allā€ permission.

The new approach provides better transparency, improved governance, and stronger alignment with GDPR principles.

What’s new?

  • New ā€œInvite to all studies automaticallyā€ option available directly at the user level

  • Applies to EDC and Recruitment studies

  • Automatically includes users in DRAFT, LIVE, and SUSPENDED studies

  • Automatically applies to future studies created on the platform

  • Existing users who previously had ā€œaccess allā€ have been automatically migrated

  • New center display which are now shown and can be selected by country.

  • New option to select all center instead of having to pick them one by one.

How does it work?

From Global User Management, administrators with the appropriate permission can activate the ā€œInvite to all studiesā€ option when creating or editing a user.

When this option is enabled:

  • The user is automatically invited to all eligible studies linked to their centers

  • The same logic applies automatically when new studies are created

This removes the need to manually invite the same user to each study.

šŸ’” Why it’s useful

  • Simplifies onboarding of cross-study roles (monitors, CRAs, medical reviewers)

  • Reduces repetitive user management tasks for administrators

  • Improves visibility and traceability of study access

  • Aligns access management with GDPR best practices


EDC - RTSM - Export Kit Inventory

Datacapt 4.21 introduces the ability to export kit inventory directly from the RTSM module.

This allows site pharmacists and supply managers to easily retrieve inventory information and reconcile it with external supply systems or internal tracking tools.

What’s new?

  • New Export button in the Kit Inventory page

  • Ability to export all kits or only the filtered view

  • Dedicated Export history tab to access previously generated files

  • Full traceability of exports in the audit trail

How does it work?

From RTSM → Kit Inventory:

  1. Click Export

  2. Choose whether to export all kits or the filtered list

  3. Launch the export

  4. Download the file immediately or retrieve it later from the History tab

šŸ”¬ Explore how it works

Click through this interactive guide to learn the process in seconds.

šŸ’” Why it’s useful

  • Makes it easier to reconcile inventory with external supply systems

  • Reduces manual data extraction and entry

  • Maintains study blinding and access rules

  • Provides full traceability of inventory exports

āš ļø Important information

  • Export format is CSV only

  • Column selection is not available in this version

  • If the export process fails, no partial file will be generated


✨ Other Improvements

  • Enlarged checkbox click area in tables to reduce mis-clicks

  • Standardized column sorting behavior across the platform for clearer navigation


šŸž Bug Fix

EDC - eCRF, Queries

• Fixed an issue where Warning and Exclusion validation icons could appear incorrectly in some validation scenarios
• Queries generated in repeated measures now close correctly once the data has been updated
• Automatic queries are now properly included in study translations

Site CTMS - Recruitment

• Fixed an issue where the ā€œLast Contactā€ column sorting did not behave as expected

EDC - Automation

• Resolved an automation issue affecting users with legacy ā€œaccess all studiesā€ permissions

Platform

• Corrected the alignment of the ā€œSelect allā€ option in dropdown lists
• Fixed an issue where the Study User invitation resend button could fail in certain cases
• Addressed timezone and daylight saving inconsistencies in the calendar

If you would like a guided walkthrough of 4.21 or want to explore how these updates can support your ongoing studies, contact your Datacapt Customer Success Manager.

Did this answer your question?