Exporting and Printing record results

Transcript:

  • It is possible to export the data into Excel, CSV and SPSS formats
  • Open the ‘Records’ tab and click on the ‘Export’ icon
  • You can choose to either export All records or just a selection of records
  • To export a selection of records, you must first select the records by marking the checkbox beside each record.
  • In this study, we are going to Export all records into Excel format
  • After clicking the ‘Export all records’ icon, a ‘Data export options’ window will appear
  • Here you can choose the Export type
  • You can also decide if you want your options to be displayed as Numbers  or Names
  • For example, if you had a ‘Gender’ option group with a value 1 for ‘female’ and value 2 for ‘male’, if you choose to display options as numbers, 1 and 2 will appear in the data export
  • It is also possible to choose if you would like to export the entire study, certain parts of the study, or certain variables
  • To export the entire study, in the ‘How to export’ field choose the option ‘Interactive (tree)’ and then click on the Entire study in the tree
  • To export the data, click ‘Export’ button
  • The export includes multiple datasets
  • Open the folder where the file was downloaded, unzip the exported folder and open the Excel document
  • When choosing to export the entire study, the Excel export document will consist of several tabs
  • ‘Study results’ contains all the study data collected via the Records
  • ‘Study variable list’, often called as data dictionary, contains an overview of all the variables used in your study, including option groups, dependencies and calculations
  • A separate data dictionary will be created for a study, reports and surveys
  • You will be able to see all the option groups used in the study
  • Comments, queries and verifications will be exported separately and you can find them in the respective tabs
  • I am going to export the study into CSV format to demonstrate how this type of export looks like
  • When exporting into CSV format, your export will be saved as a zip-file, containing a set of separate CSV files, one for study data and one for each report and survey, a list of variables and option groups
  • Castor EDC also allows you to create a printable version of your study forms.
  • You can print Records, Reports or Surveys by clicking on the 'Print'  icon which you can access via the cogwheel or step navigator.
  • To print a record, navigate to the Records tab, click the cogwheel in the Actions tab and choose the option to Print record
  • The print dialog window appears:
  • You can specify if you would like to include help texts, additional information, calculation templates, hidden calculation fields and whether each step should be printed on a separate page
  • Afterwards you can choose your printer and print out the record
  • Alternatively you can also save the record as PDF
  • For this you need to choose Adobe PDF as your printer and follow the instructions after pressing OK
  • In my case I can simply click Save to save a pdf version of the record
  • You can also print separate phases or steps by opening each record and relevant phase or step, then clicking the three dots in the step navigator
  • Choose the option Print this step to print the desired step
  • To print a report, navigate to the Reports tab in the Record, click the cogwheel and choose the option to print a report
  • Surveys can be printed in the same way by opening the Surveys tab, and choosing the option to Print survey in the cogwheel menu
  • It is also possible to print data in bulk
  • To print several records at a time, open the general Records tab, select all or several records and click Print selected icon in the bottom panel