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Example of a Clinical Trials Analysis Report for Pharmaceutical Companies

What is a Clinical Trials Analysis Report?

Clinical Trials Reports are considered operational monitoring tools and are used by product and trial managers to analyze expenses and statistical KPIs related to their drug trial programs. Some of the main functionality in this type of graphical report is that it offers comparative analysis for four different metrics, including: 1) Target versus actual cost by drug trial, 2) Target versus actual hours by drug trial, 3) Target versus actual participants by drug trial, and 4) Target versus actual cost by status. Below the charts (not visible in the image) is a report section with figures. You find an example of this type of graphical report below.

Purpose of Clinical Trials Analysis Reports

Pharmaceutical companies use Clinical Trials Analysis Reports to give managers an easy and graphical way to keep an eye on essential product trial metrics. When used as part of good business practices in Product and Clinical Trials departments, a company can improve its program planning, and it can reduce the chances that there are cost overruns or issues with trial participation.

Example of a Clinical Trials Analysis Report

Here is an example of a Clinical Trials Analysis Report with cost, hours and participant analysis.

Example of a Clinical Trials Analysis Report for Pharmaceutical Companies

Example of a Clinical Trials Analysis Report for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Graphical report?

The typical users of this type of graphical report are: Program managers, R&D managers, controllers, analysts, executives.

Other Reports Often Used in Conjunction with Clinical Trials Analysis Reports

Progressive Product and Clinical Trials departments sometimes use several different Clinical Trials Analysis Reports, along with clinical trial KPI dashboards, clinical trial reports, profit & loss reports, budget models and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from clinical trial software and enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

What is a Patient Assistance Dashboard?

Patient Assistance Dashboards are considered program analysis tools and are used by managers of patient initiatives and researchers to monitor performance and results of patient assistance programs. Some of the main functionality in this type of report is that it provides analysis from eight different perspectives, including: 1) Patient requests by status, 2) Medical advisory inquiries, 3) YTD enrollees by product, 4) Medical advisory inquiries by product, 5) Enrollees by eligibility criteria, and 6) Medical advisory inquiries by method. You find an example of this type of report below.

Purpose of Patient Advisory Dashboards

Pharmaceutical companies use Patient Advisory Dashboards to give managers a good understanding of results of active patient programs. When used as part of best practices in Product and Patient Program Departments, a company can improve its initiatives and service level, and it can reduce the chances that managers lack good field data when making their decisions.

Example of a Patient Advisory Dashboard

Here is an example of a Patient Assistance Dashboard with inquiries and enrollment metrics.

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

Example of a Patient Assistance Dashboard for Pharmaceutical Companies

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: customer service leaders, researchers, product managers.

Other Reports Often Used in Conjunction with Patient Advisory Dashboards

Progressive Product and Patient Program departments sometimes use several different Patient Advisory Dashboards, along with detailed patient program reports, KPI dashboards and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Example of a Project Status Overview Report

What is a Project Status Overview Report?

Project overview reports are considered operational analysis tools and are used by professional service executives and consulting managers to get a clear picture of the stages of their projects’ life cycle and status ratios compared to the prior year. Some of the main functionality in this type of report is that it provides a year-over-year comparison of four metrics, including charts: 1) Projects on time, 2) New projects, 3) Cancelled projects, and 4) Completed projects. All these metrics are shown as ratios across companies/locations grouped by category and region. You find an example of this type of report below.

Purpose of Project Status Overview Reports

Technology companies use Project Status Overview Reports to analyze performance by stage and then compare it to the same metrics for the prior year to look for important variances. When used as part of good business practices in Project Management departments, a company can improve its professional services strategies and related revenues, and it can reduce the chances that managers miss out on important trends.

Example of a Project Status Overview Report

Here is an example of a Project Status Summary Report with ratios and comparisons to prior year.

Example of a Project Status Overview Report

Example of a Project Status Overview Report

You can find hundreds of additional examples here

Who Uses This Type of Report?

The typical users of this type of report are: Project Management Offices (PMO), Directors of Services, Consulting Managers.

Other Reports Often Used in Conjunction with Project Status Overview Reports

Progressive Project Management departments sometimes use several different Project Status Overview Reports, along with detailed project reports, project dashboards, billing reports, project budgets and forecasts and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples

Work Order Management Report for Manufacturing Plants Example

What is a Work Order Management Report for Manufacturing Plants?

Work Order Management reports are considered essential production planning reports and are often used by production managers to determine the priority and sequence of the products they manufacture. Key functionality in this type of report shows work orders by plant, customer and item. It also displays production sequence, inventory and capacity statuses. You will find an example of this type of report below.

Purpose of Work Order Management Reports

Manufacturing plants use Work Order Management Reports to manage manufacturing priorities. When used as part of good business practices in a Production department, a company can improve its ability to meet customer orders in a timely manner, as well as, reduce the chances that line managers don’t see an upcoming issue related to inventory shortage or manufacturing capacity.

Work Order Management Report Example

Here is an example of detailed Work Order Management report.

Work Order Management Report for Manufacturing Plants Example

Work Order Management Report for Manufacturing Plants Example

You can find hundreds of additional examples here.

Who Uses This Type of Report?

The typical users of this type of report are: Production and Fulfillment Managers.

Other Reports Often Used in Conjunction with Work Order Management Reports

Progressive Production Departments sometimes use several different Work Order Management Reports, along with production dashboards, inventory reports, sales forecast, sales reports and other management and control tools.

Where Does the Data for Analysis Originate From?

The Actual (historical transactions) data typically comes from enterprise resource planning (ERP) systems like: Microsoft Dynamics 365 (D365) Finance, Microsoft Dynamics 365 Business Central (D365 BC), Microsoft Dynamics AX, Microsoft Dynamics NAV, Microsoft Dynamics GP, Microsoft Dynamics SL, Sage Intacct, Sage 100, Sage 300, Sage 500, Sage X3, SAP Business One, SAP ByDesign, Acumatica, Netsuite and others.

In analyses where budgets or forecasts are used, the planning data most often originates from in-house Excel spreadsheet models or from professional corporate performance management (CPM/EPM) solutions.

What Tools are Typically used for Reporting, Planning and Dashboards?

Examples of business software used with the data and ERPs mentioned above are:

  • Native ERP report writers and query tools
  • Spreadsheets (for example Microsoft Excel)
  • Corporate Performance Management (CPM) tools (for example Solver)
  • Dashboards (for example Microsoft Power BI and Tableau)

Corporate Performance Management (CPM) Cloud Solutions and More Examples