Audience: Sponsor & CRO Users
Purpose: Learn how to export recruitment and site performance data from the platform using two flexible options: the Candidate Report from the Insights module and the Candidate Table in the Candidates module.
The Honey platform allows you to quickly export and share recruitment progress, site performance, and referral flow. Whether you're presenting at a weekly study meeting or identifying sites needing support, Trialbee gives you flexible tools to build and export the data you need.
TABLE OF CONTENTS
- Option 1: Exporting the Candidate Report from Insights
- Option 2: Exporting from the Candidates Module
- Tips & Best Practices
Option 1: Exporting the Candidate Report from Insights
The Candidate Report is a downloadable Excel file available in the Insights module. It provides a comprehensive view of referral progress across the entire study.
What’s Included?
The report contains rich, structured data across three main categories:
| Section | Description |
|---|---|
| Candidate Data | Candidate ID, External IDs, Locale, Site ID, PI name, Status, Sub-status, Comments |
| Date Receiving Status | Timestamp of latest status change, Referrer, Pending flags, Outcome flags (Consented, Randomized, Rejected, etc.), and counts for outbound actions (SMS, email, calls) |
| Candidate at Site | Contact timestamps, duration of phone calls, staff comments, and last activity by site staff (including user + timestamp) |
How to Export:
Go to the Insights module.
Look for the “Candidate Report” button
Open the file in Excel for further analysis
Best For:
Comprehensive site and referral tracking
Study-wide metrics and documentation
Option 2: Exporting from the Candidates Module
Need a faster or more tailored export? Use the Candidate Table in the Candidates module to create a custom view and copy it directly to your clipboard.
Customize with “Edit Columns”
Go to the Candidates module.
Click “Edit Columns” (top-right of the table).
Select/deselect the columns you need (e.g., referral status, site, locale, contact attempts).
Drag columns to re-order as needed.
How to Export:
Once your table is ready, use the "Export" button.
Paste the content into Excel, Google Sheets, or another spreadsheet tool
Best For:
Quick site-specific exports
Ad-hoc analysis or issue tracking
Building charts or graphs from filtered data
Tips & Best Practices
- Use filters in the candidate module export (option 2) before exporting to focus on a specific time period, referrer, or site.
- Standardize your exports weekly or monthly to track changes over time.
- Consider pairing exports from both modules: Candidate Report for breadth, Candidate Table for precision.
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