Report Management module

Logging in and exiting

To log in to the Report Management module, you need the 'Access Reports Module' permission. You must also have been assigned access to All Studies and All Sites.

1. Open the REP module. The login screen is displayed.

2. Enter your user name and your password. These details are maintained by your system administrator and are unique to you. They are not case sensitive.

3. Click OK.

4. If you have access to more than one database and/or more than one user role, you will be presented with lists of your alternative databases and user roles.

5. Select the database and user role that you wish to work with and click OK.

6. You may see a message asking you to create a special reports user. Click here for help on this

   The reports user has restricted permissions on the database meaning that they cannot add, delete or modify tables and/or data. Once created, this user will be automatically used whenever you use the Report Wizard to design a custom report. Activity within the REP module will still be logged under your username.

    

   If you are using a SQL database, click OK to automatically create this user.

    

   If you are using an Oracle database, this user must be created manually by a system administrator. The new user must have the username 'reports_databasename', as shown in the message, and the same password as that of the MACRO database user.

    

You are now logged in to the module and can begin work.

The user and associated user role is displayed at the bottom of the screen, along with the database being used.

Exiting the module

Select Tasks > Exit or click the small cross icon at the top right of the module screen.

Related Topics

About the REP module

The menus