Permissions: Any Data Central user may create, save, and edit a visualizations privately for personal use. Saving a visualization as public or editing an existing public visualization requires the Data Central Designer privilege.

Custom Listings are user-configurable tables in elluminate. Columns can be selected from fields across any domain within the same data store. Custom Listings provide focused views for data review, reporting, and export while maintaining the field's metadata. They also enforce study-level access controls and blinding rules.

Create a Custom Listing

1. From Visualizations in the left navigation, click the New Visualization (+) icon.

   

2. Click Custom Listing to open the Custom Listing Designer window.

3. In the Fields section, click the arrows, Data Store names, or Domain names to expand the data. Utilize the Search feature or scroll down to view all available domains and fields.

   

Tip: Search also supports dot notation, e.g. DataStore.Domain.Field.

Note: System Tables contain operational data that can be used in visualizations. While non-eCS users cannot create visualizations on these tables themselves, they can request that visualizations be built on their behalf through their eClinical Solutions Project Manager, Customer Success Manager, Implementation Consultant, or Tech Services representative. Once created, any user with access to the visualization can view and use it. Tables available for request include: Issue - Tracks issues raised during data review.
Protocol Deviation - Stores protocol deviation records with details.
Protocol Deviation Comments - Stores comments on protocol deviations.
Query - Stores queries to sites.
Review Cycle Status - Tracks review cycle progress.
Review Objectives - Defines goals for data review processes.
Review Objectives Domains and Fields - Links objectives to specific domains and fields.
Review Objectives Review Materials - Associates roles responsible for review tasks.
Review Objectives Reviewer Roles - Assigns roles responsible for review tasks and risks.
Review Objectives Risks - Identifies risks linked to review objectives.
Review Status Metrics by Domain and Role - Measures review progress by domain and role.
Review Status Metrics by Domain and Role and Subject - Tracks review completion per subject, domain, and role.
Subject - Contains subject identifiers and demographics.

Define Columns

1. Select the field for the first column and drag the field into the Columns section. The preview updates to display the changes. Along with the selected column, the SUBJECT column is included by default. This field is common to all domains and is used for joins.

   

2. Drag the desired fields to the Columns section. The fields used for columns can be from different domains, but must be in the same datastore.

   The preview updates accordingly and displays the selected columns and data.

   

3. For column configuration options, click the 3-dot icon in the header of the Columns section.

   

   1. To remove duplicates from the listing, check the box for Show Unique Records Only.
   2. The SUBJECT is the primary join field by default and cannot be changed. This field is in all domains and enables joining fields from different domains into one listing. Typically, this is the only join field needed.
   3. In the Select an Additional Join Field (optional) drop-down list, select from No Join Field or a field from the list. The fields in the list, include only common fields in the domains.
   4. In the Show Data For drop-down list, the default is First Columns Records, equivalent to a left outer join. Click the down arrow to change to All Records (full outer join) or Matching Records (inner join).
   5. Click OK, and the configuration popout closes as the preview listing updates. Notice that the number of records changes according to your selections.

4. To update the column labels, click the 3-dot icon next to the field name to open the label popout.
   

   Labels are generated automatically but can be modified. Enter the new label and click OK to save the changes. To revert to the original generated label, simply click the refresh icon.

5. Click OK and the preview listing updates.
   

Apply Filters to a Custom Listing

A filter can be applied to the Custom Listing using fields that belong to any domain in the same datastore. 

1. From the Fields section, select a field to filter the entire chart by and drag it into the Filters section and a popout opens. 
2. Use the default setting, Include Selections, or change to Exclude Selections.
3. Click Operator to open list and choose =, <, >, Null or Empty, or Between.

4. Click Filter Value(s) to open list and select the values to filter by.

   

5. Click OK. The chart opens filtered by the selected values and the filter icon becomes shaded.

Tip: Click in the whitespace to close the popout if the OK button is not visible.

Note: To filter out NULL values for the Custom Listing, select the Exclude Selections radio button and then choose the field to filter. Select the Null or Empty operator and click OK.

Note that the Dynamic Filter option is not allowed for the Null or Empty operator.

Apply Dynamic Filters

Dynamic Filters let users select predefined values from a popout menu at the top of the published chart. When viewing the table, users can pick one or multiple values from the popout menu, which immediately updates the chart to display the selected filter values.

Custom Listing filters can be configured as dynamic.

1. Turn on Dynamic Filters by clicking the toggle switch.
   

2. Click the Optional Default Filter Value(s) and select the default values for the published chart. The list displays values that are defined in the original filter before it is converted to a dynamic filter. When opened, the chart is filtered using the selected defaults. 

   If Select All is checked, the chart opens unfiltered, allowing viewers to choose values in the dynamic filter; the chart updates as selections change. 

   

   If no default value(s) are configured, the listing opens filtered by the first value in the list. 

3. Click OK.

Tip: To collapse or expand each section (Columns, Filters), click the down / up arrows. Click the box icon to view only one section and collapse the other section.

Reorder / Remove Fields

• Reorder Fields: Click and hold the 6-dot icon next to a field and drag it above or below another field. Users may also drag the column headers in the Preview window to desired order.
• Remove Fields: Click the 'X' at the right of a field to remove it.

Export / Import Custom Listing Configuration

After creating or editing a custom listing, the listing configuration can be exported directly from the designer. This allows users to easily replicate their listings across different environments, eliminating the need to recreate them manually. 

Export a Custom Listing Configuration

To export, click the Export icon in the upper right corner of the designer window and it downloads the configuration file.

Import a Custom Listing Configuration

When importing a custom listing configuration, the created listing must match the exported listing type to ensure compatibility and consistency. 

1. Click the New Visualization (+) icon and select Custom Listing. 
2. After the designer window opens, click the Import icon in the upper right corner. 
3. In the popout, upload the configuration file.

Note: Users with the Data Central privilege can export or import thier own custom listing configuration. Users with the Data Central Designer privilege can also export and import custom listing configurations created by other users.

Toolbar Icons & Actions

Custom Listings feature a toolbar in the top right corner of the published listing only; the designer has no toolbar. Below are the icons available for a published Custom Listing.

Icon	Icon Name	Description
	Edit	Click to open designer window.
	Add Filter	Click to open a popout window to enter filter parameters. This filter applies to the panel only and does not appear in the Filter Panel in the left navigation.
	Previous Page	Navigate to the previous page in the listing. Unique to Custom Listings.
	Next Page	Navigate to the next page in the listing. Unique to Custom Listings.
	Export	Click to export the listing as an Excel file. The Excel file for the custom listing includes the data, as well as metadata, such as the data store(s), domain(s), filter(s) applied to the custom listing, and the timestamp of the export, providing comprehensive context surrounding the exported dataset.
	Search	Easily find a column in a data or custom listing. The Search icon provides a list of all displayed column names and labels. Users can type to search or scroll through the list to find the desired column.
	Dock Item	Click to dock the visualization to the  worksheet.
	Maximize	Click to maximize visualization.
	Restore	Click to restore the visualization to previous size.
	Close	Click to close.

Available in published chart only

Note: When an icon is highlighted blue, it indicates that it is activated / on, whereas when an icon is gray it is deactivated / off.

Save / Save As

When first creating a custom listing, only the Save button displays in the bottom right corner. Once a visualization is saved, both the Save and Save As buttons display. 

Upon opening a previously saved custom listing in the designer, the title is displayed on the toolbar, followed by the word Preview.

The Save Custom Listing window opens when Save is clicked for the first time or by clicking Save As. 

Tip: Clicking Save As on an existing listing allows users to duplicate the listing with another name or save the listing as a new one with different settings from the original listing, whereas clicking Save updates the existing listing.

When the Save Custom Listing window opens, users can enter or edit Save options.

1. Enter the Name of the custom listing (maximum 100 characters allowed).

2. Select the folder where the listing is to be saved.

   Note: If users have the Data Central Designer privilege, they may also add a new folder by hovering over a current folder and clicking the add folder icon. Remember, managing folders after they are created (editing and deleting) is done through the Manage icon in the top right on the master header of the Data Central Landing page.

3. Select the Public or Private radio button. Users with the Data Central privilege only see Private as an option; Public is also available for users with the Data Central Designer privileges.
4. Select the Roles (visible when saving public only, grayed out if the visualization is private). Users with the selected role(s) see and have access to the listing.
5. Update the Scope: By default, the study the user is currently in is selected. Click the drop-down next to Therapeutic Areas, Compounds, Programs, or Studies, and update as needed.
6. Click Save to confirm save settings or Cancel to cancel changes.

Edit a Custom Listing

Custom Listings can be edited for their content, which includes the data they represent, the columns, and filters. Custom Listing settings (found in the Save window) can also be updated and saved under a new name, to a different folder location, changed from private to public (Data Central Designer privileges required), assigned different roles (if public), and adjusted with a new scope. 

Edit Content

1. Hover over the listing to edit.

2. Click the Edit icon. The Custom Listing Designer window opens.
   

   Note: Users many also click the Edit icon in the published listing's toolbar to open the designer.

3. Edit any field in the Columns or Filters sections as needed.
4. Click Save to update existing chart OR click Save As to save as a new listing.

Edit Listing Generated by elluminate Assist

1. Hover over the custom listing generated by elluminate Assist. Click the Edit icon next to the custom listing or if the custom listing is open, click the Edit icon in the toolbar on the header.
2. The Custom Listing Designer window opens with a preview of the listing alongside the SQL query displayed in a SQL Editor.
3. Modify the query as needed, then click the Validate & Update Preview button. Note that if a user modifies the SQL, the Save button remains disabled until they click Validate & Update Preview.
   
4. After updating and validating the syntax and results, click Save to keep changes and exit Edit Mode.

Edit Settings

1. Hover over the visualization to edit the settings.
2. Click the Configure icon to open the Save Custom Listing window.
   
3. Make updates in the Save window.
4. Click Save to confirm changes or Cancel to discard changes.

Delete a Custom Listing

Saved Custom Listings, Visualizations, Workspaces, Filter Sets, and Advanced Filters are deleted from the Manage icon in the master header. Users must have the Data Central Designer privilege to delete items saved as public; however, all Data Central users can delete items they have saved as private.

1. Click the Manage icon located on the right in the master header. The Manage window opens.
   

2. Hover over the name of the item to delete.

   Tip: Hover over the icon at the left of the item name to see a tooltip that identifies the type of item, for example, Saved Workspace, Advanced Filter, Listing or type of Visualization.

3. Click the Delete icon.
   
4. In the Delete Item confirmation window, click Delete or click Cancel to cancel the action.