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The 'Add Report Button' field

After a report has been created, you can use the report button to allow users to quickly access a report form from your CRF. 

You can add a field in your study forms that will display a button which can quickly add a specific report during data entry. The reports are automatically linked to the parent phase or report, so you can easily keep track of when specific events happened:  

Add Report button

To create a report button, select the 'Add Report B utton' field from the list of field types in 'Form' > Study': 

In the resulting dialog window, choose the position for the button, add a label (the text displayed on the button in the CRF), leave the field type as 'Add Report Button' and choose the report that you want to link to the button from the available options in the 'Links to Report' dropdown menu. 

Report button in the data entry

If a user clicks the report button during data entry, a dialog window will appear:

Details such as the 'Report' and 'Attach to' are already completed. A default name is suggested for the report instance, however it is recommended to rename the report, so it can be easily identified later. Once all information is present, click 'Create' to open the report view.

Video tutorial

Watch a video walk-through on Castor Academy:

Add report button | Castor Academy

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  1. Castor Support Team

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