Create a subject report template

Build a custom report that runs for individual subjects.

Role required: Project Management

Steps

  1. Sign in at https://my.studytrax.com.
  2. Open the project.
  3. Go to Projects → Report Templates (confirm in app).
  4. Click + to create a new template.
  5. Enter a Name.
  6. Configure the template:
    • Available to subjects — whether subjects can view this report in the portal
    • Add expressions, repeaters, and charts as needed (confirm options in app)
  7. Save.

Reports menu on Subject Overview with Project Reports and Encounter Reports
Reports menu on Subject Overview with Project Reports and Encounter Reports

Where the report appears

Staff run subject report templates from Subject Overview → Reports (confirm in app).

If marked available to subjects, participants may also see it in the participant portal.

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