A Workbook Patient Profile option is available from the Subjects panel. Users can generate and export a full Excel workbook consisting of all selected data domains (typically, CRF and lab data) for one subject, all subjects, or a filtered list of subjects. Each domain in the workbook is shown in a separate worksheet. 

Important: A workbook must already be configured with at least one data domain for the export to be successful. If one is not configured, you will get an error message when you go to open the download.

Download Single WPP

1. Highlight a subject in the Subjects panel.
2. Click the Workbook icon in the panel toolbar (or right-click the highlighted subject).
3. Click Download.
   The workbook downloads to your computer.
4. When you open the file, the information displays with each domain on a separate tab.

Tip: When you first view the Excel workbook it opens to the sheet with the subject number, you must click on one of the domain sheets. 

In this example the CM domain is displaying. 

Download WPPs for All Subjects

1. Click the Workbook icon in the panel toolbar (or right-click).
2. Click Export Subjects.
   A Workbook export started notification briefly displays.
   When the export is complete or failed, a numbered red badge displays atop the notification icon in the master header. 
3. Click on the Notifications icon to open the Notifications window.
4. The most recent notification is at the top of the list indicating the download is complete or failed. If complete, click the link in the notification. The zip file downloads to your computer.
   

Download WPPs for a Filtered Set of Subjects

1. Filter the Subjects listing. For example, filter the listing to a specific site.
2. Click the Workbook icon in the panel toolbar (or right-click).
3. Click Export Filtered Subjects.
   
   A Workbook export started notification briefly displays.
   When the export is complete (or failed), a numbered red badge displays atop the notification icon in the master header. 
4. Click on the Notifications icon to open the Notifications window.
5. The most recent notification is at the top of the list indicating the download is complete or failed. If complete, click the link in the notification. The zip file downloads to your computer.