Reports Dashboard

The Reports Dashboard offers a variety of report formats designed to efficiently track and manage records, delivering quick and comprehensive insights into the data.

The System Displays the Following Reports:

• #5 Open Documents

• #10 Under Review Documents

• #15 Approved Documents

• #20 Effective Documents

• #25 Upcoming Document Revisions

• #30 Overdue Documents

Reports

This report provides an overview of all current validation & qualifications records matching the status selected from the menu. The report table includes the following columns:

• Document: Displays the document's name, ID number, revision, version, department, and classification.

• Owner: Shows the current owner responsible for the document.

• Next Revision Date: When a document has a revision due date, the system visually tracks the remaining days until the revision is due with a countdown indicator:

  • Red: The revision date has passed or is due today.

  • Orange: The revision date is within the next 30 days but more than 5 days away.

  • Green: The revision date is more than 30 days away.

• Status: Displays the current status of the record.

• External Link Icon: Click this icon to access detailed information about each record.

Upcoming Revision Report: Tracks documents with revision due dates expiring within the next 30 days, helping users prepare for timely updates. These documents will also appear in their respective report status categories (Open, Under Review, Approved, or Effective).

Open Documents Report Example

Notes:

• If a document has a custom Next Revision Date, the due date becomes visible as soon as the document enters the Open status.

• If a document is assigned a Revision Frequency, the system displays the due date once the document reaches the Approved status.

Search Filter

The report offer a variety of filtering options to customize the displayed data. These filters adjust the report values based on the selected parameters, allowing for customized views.

Available Filtering Options:

1. Report Section View: Select the specific report to refine the displayed data.

2. Filter Window: Open the filter settings to customize and apply advanced filtering criteria.
3. Clear Search Button: Reset all applied filters and restore the default view.

Filter options may vary depending on the report you are viewing, offering flexibility across different visualizations.

Print and Audit Trail Options

By clicking on the vertical ellipsis icon, as shown in the figure below, a drop-down menu will appear with various options to manage your report. If any filters are applied, they will be included when printing the report.

Drop-Down Menu Options:

• Print the Report
• Audit Trail

When printing a report, the system will include a stamp in the document footer containing a unique control number, the name of the user who initiated the print, and a timestamp detailing the date and time it was generated. This ensures compliance with cGMPs, ALCOA, ALCOA+, and other data integrity and security standards associated with forms and documents.

Footer Example

Notes: Audit Trail log is intended to comply with the cGMP audit trail requirements of the 21 CFR Part 11.