Financial Reports

Modified on Tue, 16 Apr 2024 at 02:01 PM

If you have appropriate permissions you can generate and view Financial Reports:

To generate Financial Report go to the icon at the bottom left of the screen and click on it:

Choose "Finance" tab:

In the green top bar, select the report you wish to generate, the clinical trial (you can select all), the date range of the report to be generated and the file format.

Click on "Generate report"

Once the report has been generated, the system will take you to the list of generated reports. Select "Refresh":

When you hover your mouse over the three dots you will be able to check the preview of the report:

After clicking on the "Preview", you can check the report, download it or print:

You can download ordered reports at any time by going to the 'Ordered reports' tab:


Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article