Overview

Connected Insights provides tools to create reports and export the results to external reports in PDF file format. For information about customizing reports and reporting requirements for individuals in a case, refer to Report Customizations.

Preview Report

Connected Insights generates a PDF report from selected and created assertions and clinical trials. Before you submit the final report for approval, you can add a report summary and view the report preview. Return to the Biomarker Details page to make any edits before approving the report.

1. To navigate to the report, select the Report tab in the top right of the cases screen.

2. On the report screen, review a preview of the report with the added assertions. If any additional edits are needed, modify, add, or remove an assertion on the Biomarker Details page and refresh the preview.

3. [Optional] Select the report template. The default report template is specified in the test definition.

4. [Optional] Select the report language. Portions of the report can be translated to different languages.

5. [Optional] Add an interpretation summary, and then select Refresh Preview to view the added text in the PDF. To edit the case detail information, refer to Case Details.

6. After the report is ready, approve the report by selecting Approve Report. No further edits can be made to the report.

7. To download a report in PDF format, select Download PDF.

   • To make customizations to the displayed report, refer to Report Customizations.

   • To edit the case detail information, refer to Case Details.

Edit Approved Report

Connected Insights allows you to edit the following information in an existing report:

• Interpretation summary

• Assertions

• Case details

• Report template

• Report language When you edit a report, a new unapproved version of the report is created, and the DRAFT watermark displays in the preview pane. You can also track version history and view previous changes when editing. Edit a report as follows.

1. From the Cases page, select the Report tab to show the existing reports.

2. Navigate to the applicable report and select Edit.

3. Select Yes, Edit Report. Editing a report changes the case back to Ready for Interpretation. 4.[Optional] Edit the interpretation summary, assertions, or case details. If interpretation summary text is added, you can refresh the report by selecting Refresh Preview and view the added text in the PDF. To edit the case detail information, refer to Case Details. You can modify, add, or remove assertions on the Biomarker Details page. You can also change the language for the report under Report Languages.

4. After finishing your edits, update the Reason of Editing field.

5. To approve your changes, select Approve Report. No further edits can be made to the report. The DRAFT watermark is removed from the PDF preview.

6. Confirm that the version history and edit reason displays in the Report history section of the report.

7. To download a report in the PDF format, select Download PDF.