Study Dashboard
The Study Dashboard provides a real-time statistical overview of your study's progress. It aggregates data across all sites and presents key metrics through summary widgets and charts.
Path: Study Name → Dashboard
Top Navigation
The study workspace navigation bar provides access to all major modules:
| Link | Description |
|---|---|
| Dashboard | Statistical overview and charts |
| Subjects | Subject list and data entry matrix |
| Queries | Manage all query types |
| SDV | Source Data Verification |
| Signature | Electronic signatures |
| Audit Logs | Full audit trail for the study |
Statistics Widgets
The top row of the dashboard shows count widgets linking to filtered views:
| Widget | Description |
|---|---|
| Screening | Number of subjects in the screening/pre-enrollment phase |
| E-Consent | Number of subjects with consented status |
| Subject | Total number of enrolled subjects |
| Randomization | Number of randomized subjects |
| Survey | Number of active survey responses |
| Signed | Number of subjects with completed signatures |
| SDV | Number of subjects with completed SDV |
| Queries | Total number of open queries |
Click any widget to navigate to the corresponding filtered view.
Charts and Summaries
| Section | Description |
|---|---|
| Subject Status | Breakdown of all subjects by their current status |
| Event Status | Total event count and status distribution across all subjects |
| Queries | Total query count by status (open, answered, closed) |
| Event Status Details | Detailed per-event status breakdown |
| Queries per CRF | Query distribution across each CRF |
| Enrollment Status by Site | Enrollment progress broken down by site |
Each chart section includes expand/collapse controls and can be configured for different visual layouts.
Example Summary
| Metric | Count |
|---|---|
| Subjects | 16 |
| Events | 23 |
| Queries | 6 |
Dashboard Interactions
Filtering
- Site Filter — narrow all widgets and charts to a specific site
- Date Range — adjust the reporting period for time-based metrics
- Status Filter — focus on specific subject or event statuses
Drill-Down
Every widget and chart supports drill-down to the underlying data:
- Click a widget count → opens the corresponding filtered list (Subjects, Queries, etc.)
- Click a chart segment → opens filtered detail view
- Click a site name in enrollment chart → opens that site's detail
Export
- Export as CSV — download chart data for external analysis
- Export as PNG — capture chart image for presentations
- Print Dashboard — print-friendly layout for meetings
Dashboard Configuration
Customizing Widget Visibility
Study Administrators can configure which widgets appear:
- Open Study Settings → Dashboard
- Toggle widgets on/off per role
- Reorder widgets by drag-and-drop
- Set default date range
Role-Based Dashboard Views
| Role | Default Widgets |
|---|---|
| CRA / Monitor | Subjects, Queries, SDV, Enrollment by Site |
| Data Manager | All widgets + Query per CRF, Event Status Details |
| Sponsor | Subjects, Enrollment by Site, SDV, Queries |
| CRC / Site Staff | Subjects, Queries (site-scoped) |
Cross-Study Analytics
For portfolio-level visibility, cross-study analytics aggregate data across multiple studies.
Portfolio Dashboard
Accessible from Home → Analytics (if enabled):
| Metric | Description |
|---|---|
| Total Enrollment | Sum of enrolled subjects across all studies |
| Enrollment Rate | Subjects enrolled per week/month |
| Query Rate | Queries per CRF across studies |
| SDV Completion | % of SDV completed across studies |
| Database Lock Timeline | Projected vs. actual lock dates |
Study Comparison
Compare studies side-by-side on key metrics:
- Enrollment pace
- Query rates and aging
- SDV progress
- Site activation status