How to Run a Report of Bio/Disclosure Responses for an Application

There are 2 Ad-Hoc reports already created for you for gathering this information.

 

• Application: All Participants Bio Form Responses
• Application: All Participants New FD Responses

These reports will give you an excel download of the responses (or no responses) for the form mentioned in the title. To run for a particular application, all you need to do is:

 

Go to Reports > Run Reports > Saved Reports

 

Choose  the report you want to run and click on 'Select Criteria and Run' button for that report 

 

 

 

 

 

Update the 'Application No' field with the number of the application you are reviewing and click Run Report.

 

 

 

 

Ad-hoc reports do not show the on-screen results. You must click on 'Download Report' to download the file.

 

All of the assigned people for this application will be included in the download, and the results can be filtered by the Yes/No response in the 'Financial Relationships'  column.

 

The output contains first name, last name, and email addresses of the people identified. Some people may be listed multiple times if they are assigned to multiple roles, but it will be less common and the unwanted rows can be easily removed.

• Related Articles

• How to Run a Disclosure History/ Response Report

  1. Go to REPORTS – FORMS – PRIMARY FORMS – RESPONSES 2. From the Form Name drop down, search for " Disclosure of Relevant Financial Relationships with ineligible companies" under SPEAKER forms section 3. Assigned Role - Use this if you want to filter ...

• How to Run Form Responses Report

  On the Admin side, select the desired activity and then go to Reports > Run Report > Forms > Primary Form Reports > Responses. Select the form under Form Name ; If needed, filter the data by a date range; check off the Download Report check box; hit ...

• Application Change Log Report

  The Change Log report logs the updates made on the application's advanced editing page. Note: It is not applicable to linked entities such as form responses, categories, documents, etc. Only field level changes are logged. To view the Abstract Change ...

• How to Run a CPE Monitor Report

  Go to Reports > Run Reports Click on FDA Custom Reports > Select Criteria and Run next to CPE Monitor Report Select the Activity type and the name of the ACPE Activity. You also have an option to specify the period for which you want the report. ...

• Status Report

  This report pulls the status for applications, activities, and sessions. The report includes all applications that have been initially approved, but not mapped, all activities and all RSS activity sessions. Go to Reports > Run Report > FDA Custom ...