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Field Summary Report


Field Summary Report

Overview

The Field Summary Report provides various reports on specific fields assigned to Changes/ECOs and/or Quality/CAPA items.

To view the Field Summary Report, select the Field Summary Report link from the object specific section of the Home Page or the Summary Reports section.

Report Basics

The Field Summary Report contains the following key areas:

Report Options

The report contains an Options pane that allows you to select which objects and states to include in the report. You can display and hide the Options pane by selecting the Options/Menu button.

The Options pane allows you to select the report objects (Changes/ECOs or Quality/CAPA).

You can filter the report by the timeframe the objects were created by setting the Objects Raised/Created fields.

The report summary/counts will depend on the field selected in the Summary Field drop list.

You will be able to select general fields (such as Type and Status) as well as Attributes and Custom fields.

Report Results

The report summary/counts will depend on the field selected in the Summary Field drop list.

Once a field is selected, the results list will display each unique value of the selected field and the total number of occurrences.

Result Views

The report results view can be displayed as one of the following:

ViewDescription
Results TableSimple table that displays each unique value and occurrence count
HTML Bar GraphDisplays each unique value and occurrence count in a simple bar graph
Pie ChartDisplays each unique value and occurrence count as a pie chart
Interactive Bar GraphDisplays each unique value and occurrence count as a bar graph that you can mouse over for details

Results Export

You can export the results by clicking the Save/Export toolbar button.

From the Export Report panel, you can select the output format and file name.

Once the format and file have been specified, click the Save/Export Results button to create the report.

If the file is created successfully, the download link will be available. To view the report, click the download link.