Report Types

Topics:

Report Types

Standard Reports

Standard reports are each designed for a specific purpose. Their output will be displayed in pre-formatted forms, ready for printing.

Standard reports are organized in the following categories. Select a category to see a list and description of reports. Additional standard reports may be available beyond what is listed in this guide. The available standard reports can be selected when creating a new report in BSI. The following types of reports are available:

History

These reports access the Audit Trail to trace histories.

Customization Field History
A chronological record of changes to customizable fields via the Customization module. This report displays Field set (the type of field), Field Name, Field Property, Previous Value, New Value, Date Modified, and Modified By.

Customization Verifier History

A chronological record of changes to customizable verifiers via the Customization module. This report displays Field set (the type of verifier), Verifier Name, Verifier Property which changed (Ex: Name, Criteria), Previous Value, New Value, Modified By, and Date Modified.

Requisition Detailed History

Detailed record of actions performed within a requisition (such as status changes, and the application/removal of tasks). Sorted by Date Modified.

Requisition History

Simple record of actions performed within a requisition (such as saving and submitting). Sorted by Date Modified.

Sample History

Chronological listing of changes to a sample, sorted by Sample ID and Date Modified (recent changes last), including the User Id of the user who last modified the item.  For changes to specimens, see the Vial History report.

Unified History

Combined listing of changes to samples and specimens that match a user-defined search, including the User Id of the user who last modified the item.  Sorted by Sample ID, Sequence, Date Modified, and Field Name.

Vial History

Chronological listing of changes to a specimen, sorted by BSI ID and Date Modified (recent changes last), including the User Id of the user who last modified the item.  For changes to samples, see the Sample History report.

Patient Consent History

A record of actions performed in the Patient Consent module. Sorted by Study, Subject ID, Field Name, and Date Modified.

PHI Access

A record of PHI information accessed through the client. Displays the User ID, Subject ID, date PHI was accessed, and the field accessed.

PHI History Access

A record of any PHI information viewed by a user by reporting on history of PHI. Displays the user who accessed the history and some non-PHI information about the data viewed by the user.

Subject History

A record of actions performed in the Subjects module. The report is sorted by Study, Subject ID, Field Name, and Date Modified.

Subject Field Choices History

A record of changed made to the Subject Field Choices. This report is sorted by Date Modified, Field and Subject Field Choices ID.

Vial Movement History

A chronological record of changes to specimen locations. This report is sorted by Date Modified, with the most recent changes appearing first.

Inventory

Detailed Inventory List

Specimen listing, containing the basic specimen fields plus Subject ID and Date Drawn from the sample table.  Sorted on BSI ID.

Location Reservation

Listing of reserved boxes sorted by Batch ID, Freezer, Rack, and Box.

Unoccupied Vial Space

Lists counts of the available and occupied specimen locations for containers. Search parameters include the minimum and maximum number of unoccupied spaces. This report only returns accurate counts or box slots if there are no duplicate locations.

Specimen Counts for Subject IDs by Material Type

Lists counts of specified material types by Subject ID. This report allows users to set the order in which the material type counts appear. 

Review List Discrepancy Report

Lists all of the discrepancies found in Review Lists specified by the search. The report is sorted by Review List ID and displays the Date Created, Status, Date Completed, Created by, and Notes then lists each discrepant item in the Review List. It displays the discrepant item's List Item ID, Discrepancy Status, Discrepancy Text, Resolution, Authorized by, Resolved by, Performed by, and Date Resolved.

Location of Out Specimens Frequency Report

Displays a count of specimens from the latest completed requisition Ship task for specimens with an "Out" Vial Status. It displays Material Type, Requisition ID, Task Destination, PI Name, and Count. It is sorted by Material Type then Requisition ID.

Location of Out Specimens Listing Report

Shows the last location of specimens with a status of "Out", in list format. This report lists Requisition ID, BSI ID, Study ID, Material Type, Task Date, PI Name, Task Destination, Address, Phone, and Email. It is is sorted by Requisition ID then BSI ID.

Sample

First BSI ID for Sample

Displays the first BSI ID (lowest Sequence) for all Sample IDs returned by the search.

Sample and Vial Count

Gives a count of specimens and samples within each study within each repository.  Sorted by Repository, then Study ID.

Sample Reservation Ranges

Gives information on the selected sample reservation batches.  Sample IDs are condensed into ranges by Study ID.

Requisitions

Combination ID for Pooled Vials

Lists the Combination ID and BSI IDs for vials pooled in an Aliquot task.

Microarray Core Details

Detailed information on Array Core vials in a microarray. This report displays Requisition ID,  Task ID, Microarray BSI ID, Core BSI ID, Microarray Row, Microarray Column, Parent ID, Subject ID, Date Drawn, Material Type, and Study ID. Sorted by Requisition ID, then Task ID.

Requisition Discrepancy Report

Lists requisition and counts of discrepancies for particular fields, as well as information about each individual discrepancy. This report is sorted by the BSI ID.

Requisition Overview

Reports on applications of requisition tasks to vials.  Gives a sum of volumes for each set of vials with the same Study ID and the same task applied.  Also gives other statistics, such as a list of tests for each task.

Current Station

Reports the current station, Requisition ID, time in queue and number of vials with an active or completed status. This report is sorted by station.

Station Processing Time

Reports the requisition task processing time for a station. This report is sorted by station.Requisition reports

Shipments

Confirmation of Shipment Receipt

Prints the Received Status and Condition of a shipment along with a shipment summary and contact information related to the Shipment's Center.

Shipment Discrepancy Report

Lists all of the discrepancies found in shipments specified by the search. Displays discrepant specimen's BSI ID, Subject ID, and Current Label, along with the discrepancy field and notes.

Studies

View Study Access

Users will be able to search on Study ID and will receive a list of users with a column indicating if they have access to the study.Study Access


User-Defined Reports

User defined reports can be limited or can search the entire database, at the user's option.  User reports are defined by specifying display, sort and search criteria on the Report Editor.  There are two types of user defined reports:

  • User Defined Listing (UDL) – This report will simply list the information for the fields a user specifies for every item in the database that matches the search criteria.
Example UDF: Ms. Grey is a researcher, managing the Main lab studying chemical addiction. She needs to report the number or batches at each available status for her 2015 audit. She uses a User Defined Frequency report to generate these numbers.
  1. First she displays the Status field from the "All Database Tables" > "batch" folder.
  2. Then, from the same folder hierarchy, she searches on “Repos ID = Main” and “Date Created >= (greater or equals) 01/01/2015”.
  3. After execution, her report displays the count of batches with each available status and the percent of the total batches for each status.
She saves this report to her user folder which will allow her to run the report in the future at the beginning of each year.
  • User Defined Frequency (UDF) – This report finds all the items in the database that match the search criteria, and then displays a count (as a percentile) indicating how many of the matching records have the same information with respect to the fields the user specified.
Example UDL: After finding a frequency, Ms. Grey needs to determine the ID of all Data Entry batches have a status of “Saved, not committed” in her repository in the last year, so she can report why the batches have not been completed yet or delete them. She uses a User Defined Listing.
  1. First she displays the Batch ID and Owner fields from the "All Database Tables" > "batch" folder, to show the person who created the batch and the batch ID number.
  2. Ms. Grey sorts the report on Batch ID
  3. Then, from the same folder hierarchy as the displayed fields, she searches on “Status = Saved, not committed” and “Date Created >= (greater or equals) 01/01/2015”.
Ms. Grey asks each batch owner about the status, then saves this report so she can rerun it at the beginning of each year.

UDL, UDFSome additional system-generated fields are available for reporting which are not shown in the tables and editors of other modules, including the “Qty in Sample” field, which displays an updated count of the number of available specimens in a sample.

User defined reports have an allowable row count of 4,000,000 and will not run if the estimated row return is higher. The report will also not run if the predicted or actual row count will require too much memory to store.

Users may convert a user defined report to a different type. In a user defined frequency report (UDF), the menu option “Convert to Listing” will convert the current report to a listing report containing the same displayed fields and search parameters. In a user defined listing report (UDL), the menu option “Convert to Frequency” will convert the current report to a frequency report containing the same displayed fields and search parameters.

  • When converting to a frequency report: any limit on the number of records returned will be dropped and errors will be displayed upon trying to run the report if more than 15 fields are displayed.