Studies Dashlet

The Study dashlet shows a customizable pie chart with the associated filters along with Study details in a tabular format.

A user can perform the following actions on this dashlet.

1. Click on the Pie or Bar Chart icons to choose between different types of charts for data visualization.

   

   Figure: Select the data visualization type
2. Click on Group by and select the required grouping criteria from the available options. The pie chart details will be populated as per the selected grouping criteria. Select the number of Items in the chart to select the number of items to display in the chart.

   In the image below, the pie chart shows the total number of studies bifurcated by the Status.

   

   Figure: Grouping pie chart
3. Select and Apply the filters to customize the pie chart.
   1. Status
   2. Sponsor
   3. Phase

   4. Program

4. In the table, click on the Up and Down arrows to sort the data in ascending or descending order respectively.

   

   Figure: Sort data in ascending and descending order
5. Additionally, click on the arrow pinned to the study name to open the Study details page.
6. Click on the Details button to open the modal view of the Studies and perform the similar functions as listed above.
7. Additionally click on Export on the Regular and Modal view to retrieve an export of the Studies data.
   1. Refer to the Exporting Contacts section to understand the Export Grid process.
   2. Refer to the Top Countries Dashlet section to understand the Export Chart process.

Note:

• The columns and details in the Study export files are different but the export process is similar to Exporting Contacts.
• The process for exporting Portfolio charts is similar across all dashlets.