Study progress pages

A progress page is a private web page showing how your study is going, for people who don't have a Trialflare account: your sponsor, funder, CRO or steering committee. It shows the charts you choose from the study's Trial overview, and anything you want to write alongside them, under your study's name and branding.

Anyone with its link can open it without signing in. It shows counts across the whole study, never anything about an individual participant.

Progress pages are a team feature. If you don't see a Progress page tab under Settings > Pages, ask us to turn it on for your team.

What the page shows

Part Where it comes from
Study name, description and sponsor logo The study's own details (About)
Hero background image Uploaded by you on the Progress page tab
Charts and headline numbers The study's figures, the same ones the Trial overview shows for all participants
Text Written by you on the Progress page tab

At the top, the page says when its figures were last updated. They are recounted several times a day, so they can be a few hours behind the participants table.

Visitors can choose the period the charts cover (30 days, 90 days, 12 months or all time) and print the page, or save it as a PDF, with Print.

Turn it on

Go to Settings > Pages > Progress page and switch on Progress page enabled. You need to be able to manage the study (trial.admin, or trials.manage for the team) to see the tab.

The page is published immediately, and the tab shows its link under Link to share:

https://app.trialflare.com/progress/<your trial code>#k=<a long secret>

The address includes your trial code, so the page can't be turned on until the study has one. Set it under About > Trial code. If you change the code later, the old link stops working.

The long secret at the end is what lets someone in. Copy the whole link, and send it only to the people it is for. View progress page opens it in a new tab.

Choose what it shows

Everything below is on Settings > Pages > Progress page, and is saved with Save progress page. The switch is the exception: it saves on its own.

Charts

Tick the charts you want on the page, and use the arrows to put them in order. A new page starts with headline numbers, recruitment, participants joined, consents given, screening and participant progress.

Chart What it shows
Headline numbers A row of figures: recruitment (against your target, if you have set one), plus a figure for each of the other charts you have ticked
Recruitment Running total of participants recruited, against your recruitment target, with an estimated date for reaching it
Participants joined Running total of participants who have joined, or of participant records in a study where nobody signs in
Consents given Running total of completed consent forms
Consents by form Completed consents on each consent form
Screening Screening forms submitted and passed, one chart for each screening questionnaire
Participant progress Allocated participants by how far through the study they are
Responses submitted Form submissions per day, or per week over longer periods
Progress over time Participants completed, in progress and behind schedule, recorded daily
Withdrawals Running total of participants who have withdrawn, and the share of all participants that is

A ticked chart with nothing in it yet, such as consents in a study that doesn't use eConsent, is left off the page until it has something to show. Where recruitment is counted the same way as participants joining, the Participants joined chart is left off, since it would repeat the recruitment chart.

Only the figures behind the charts you tick are sent to the page. A chart you leave unticked isn't hidden from view; it isn't there at all.

There are deliberately no charts by group or arm: in a blinded study, figures by arm could unblind the reader.

Text

Add text adds a block with an optional heading and a rich-text box, which you can move among the charts like any other block. Use it for an update from the study team, a note on a chart, or the date of the next steering committee.

Hero background image

Upload a wide photograph to sit behind the study's name at the top of the page, as on a landing page. Without one, the top of the page uses your team's brand colour.

If a link has gone somewhere it shouldn't, or someone should no longer see the page, click Reset link. The old link stops working straight away, and the tab shows a new one to send to the people who should still have it.

The tab also says when the page was last opened, so you can see whether a link is in use before you reset it.

Turn it off

Switch Progress page enabled off. Anyone opening the link sees that it isn't valid. Everything you chose is kept, and switching the page back on restores the same link. If you don't want the people who had it to see the page again, reset the link afterwards.

Locked and archived studies

Locking the study or its database doesn't affect the page. It stays available, and you can still change it, switch it on or off and reset its link: the end of a study is often when your sponsor most wants the final figures, and the page holds no study data of its own.

An archived study's page keeps working too, and says the study has closed.

Things to be aware of

  • Anyone with the link can see the page. Treat it like any other confidential report: send it directly to the people it is for, and reset the link if it goes further.
  • Search engines are asked not to list it, and it doesn't produce a preview card when the link is pasted into a message.
  • Changes are recorded on the study's Settings > Audit > Logs tab: creating, changing, resetting the link of and deleting the page. The link itself is never written to the log.
  • Copying a trial doesn't copy its progress page. Set one up on the copy if it needs one.