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

Advanced Filters applied to a WPP are reflected in the exported WPPs. If the Advanced Filter includes domains also present in the WPP configuration, only the overlapping domains are filtered.

Important: A workbook must already be configured with at least one data domain for the export to be successful. If no data domain is configured, an error message displays when opening the exported file.

Download Single WPP

1. Select a subject in the Subjects panel.
2. Click the Workbook Patient Profile icon in the panel toolbar, or right-click the selected subject.
3. Click Download.
   The workbook downloads to the computer; each domain appears on a separate worksheet in the file.

Tip: The Excel workbook initially shows the subject number sheet. If an advanced filter is applied, the filter name  appears on this sheet. Select a domain sheet to view its data. 

In this example the CM domain is displaying. 

Download WPPs for All Subjects

1. Click the Workbook Patient Profile icon in the panel toolbar (or right-click).
2. Click Export Subjects.
   A Workbook export started notification briefly displays.
   When the export completes or fails, a notification is added to the Notifications list and accessible through the Notifications icon in the master header. 
3. Click 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 the computer.
   

Download WPPs for a Filtered Set of Subjects

1. Filter the Subjects listing. For example, filter the listing to a specific site, or apply an advanced filter.
2. Click the Workbook Patient Profile icon in the panel toolbar (or right-click).
3. Click Export Filtered Subjects (or Export Subjects if an advanced filter is applied).
   
   A Workbook export started notification briefly displays.
   When the export completes or fails, a notification is added to the Notifications list and accessible through the Notifications icon in the master header. 
4. Click 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 the computer.