What it is
Analytics & Dashboards provide real-time data visualization and reporting across your clinical studies. From the study-level dashboard showing enrollment progress and query status, to cross-study analytics for portfolio management, the analytics module turns operational data into actionable insights.
Who uses it
| Role | Typical use |
|---|---|
| Sponsor / CRO Manager | Monitor portfolio-wide enrollment, query, and SDV metrics |
| Data Manager | Track data cleanliness, query aging, and coding progress |
| Project Manager | Review milestone achievement and site performance |
| Study Administrator | Configure dashboard widgets and report templates |
| CRA / Monitor | Monitor site-level metrics and visit compliance |
Key capabilities
- Study Dashboard — real-time widgets for subjects, queries, SDV, and enrollment
- Cross-Study Analytics — compare metrics across multiple studies (portfolio view)
- Data Visualizations — charts for subject status, event progress, query distribution
- Export & Reports — download dashboard data as CSV, Excel, or PDF
- Scheduled Reports — automated report delivery to stakeholders
Dashboard Types
| Dashboard | Audience | Content |
|---|---|---|
| Study Dashboard | Study team | Per-study metrics: subjects, events, queries, SDV, enrollment by site |
| Site Dashboard | Site staff, CRA | Site-specific metrics: enrollment, data entry, query status |
| Monitoring Dashboard | CRA, Sponsor | Visit compliance, issue trends, report status |
| IMP Dashboard | Pharmacist, IMP Manager | Supply chain metrics: inventory, dispenses, returns |
| Portfolio Dashboard | Sponsor, CRO Manager | Cross-study comparison: total enrollment, query rates, SDV rates |
Data Visualizations
Standard Widgets
| Widget | Description | Drill-Down |
|---|---|---|
| Subject Status | Distribution of subjects by status | Click to open filtered subject list |
| Event Status | Event completion across all subjects | Click to open event list |
| Query Overview | Queries by status (Open, Answered, Closed) | Click to open query list |
| SDV Progress | Verified vs. Not Verified CRFs | Click to open SDV worklist |
| Enrollment by Site | Bar chart of enrollment per site | Click to open site detail |
| Query Aging | Open queries by days since creation | Click to open aged queries |
Chart Interactions
- Expand/Collapse — toggle chart sections
- Filter by Site — narrow data to specific sites
- Date Range — adjust the reporting period
- Export — download chart data as CSV or PNG
Related documentation
- Study Dashboard — Study workspace dashboard guide
- IMP Dashboard — IMP supply chain analytics
- Monitoring Visit Dashboard — Monitoring analytics