How Do I Filter And Sort In Clinical Data?

Filtering can be done in Clinical Data, Data Management, Reports, Study Permissions, SQFs, and Devices & Supplies. This example uses Clinical Data, but can be applied to all other areas.

To filter and sort in clinical data:

1. Click the Clinical Data tab in the navigation panel. The Clinical Data window displays.

2. Filter by selecting an option from the Select Filter drop-down list. Note that your study might have different filtering options based on the clinical data being captured.

3. Enter the name in the Filter Text field, or the number or date in the To and From fields; e.g., United States, or 3 and 3, or 04-Sep-17 to 20-Sep-2017.

4. To add a From date, click the first Calendar icon. A calendar displays for you to pick a From date.

5. Click the double arrows<< >> to go backward or forward through the months or years. Click a month to display all the months in a year; click a year to display ten years. Repeat this action to pick a To date.

6. After you select the filters, click the Add Filter button. The filter option displays in the next row. The filter selections display in the table.

7. To add more filters, repeat Steps 2 through 6, as needed.

8. Click the Clear All button to clear the filters.