Saved views and faster, smarter exports

A small change to how you set up your data view. A big change to how fast you get answers out of QuickTrials.

Dozens of trials. Hundreds of questions. One screen.

A trial coordinator’s week is a stream of small, urgent questions. Which sites are behind on Visit 2? What did the field tech photograph at site 14 yesterday? Can you send the sponsor the yield numbers for just their varieties by tomorrow? Is the raw observation file ready for the GEP audit?

Each question wants a different slice of the same trial data, configured slightly differently, every single time.

QuickTrials now lets you save each slice as a named view and switch between them with one click.

Saved Views: the view you set up, ready when you open it

Save the exact combination of filters and export options as a named view. From then on, applying it is a single click.

The Overview tab with a saved view applied.

Pick your sites. Choose your visit. Filter to the traits and test subjects you actually care about. When the screen looks the way you want it, hit Save View, give it a name, and you’re done.

From then on, that view is one click away under the Views menu.

The Saved views panel. Multiple views saved with their summary (Sites, Visits, Traits, Format, Include, Show icons, Pics). The default view is tagged in blue; the view currently in use is tagged in green.

Saved views remember things like sites, visits, traits, test subjects, and the export options that go with them.

You can mark one view as your default, so the trial opens already filtered the way you usually work. The view currently in use is clearly tagged In use so you can see at a glance what you’re looking at.

One view, two jobs: viewing and exporting

Here’s where saved views start saving real time.

When you export from a saved view, QuickTrials uses that view’s stored export options automatically. No more setting “Include customer name” and “Include owner name” again, or toggling format from CSV to Excel every time.

Everything you’d normally set every export, stored once.

Then, the next time you need to export, the panel opens with those choices already made.

The Export panel opens with settings pre-filled from the saved view you’re using, just click Download. Need to adjust anything for this export? You can still make changes here before downloading.

→ The whole point: the view is the export setup.

If you regularly send a polished Excel to a sponsor every Friday, save it as “Sponsor Friday.” Pick the trait subset, pick the visit, tick the right include boxes, choose Excel, set the header layout the way the sponsor likes it. Save.

From then on it’s: open trial → pick view → Export → done.

For raw and pics, the functionality stays

If you live at the edge of the export feature, there’s a quieter improvement worth mentioning.

Behind the ⋮ menu on any data screen, you’ll find More export options, the full export page that lets you do things the quick export can’t.

This is where you reach for:

• Raw observations, every observation row, with all plot and trial details attached, for when you need the audit trail.
• The full Images archive, every photo from the trial, downloaded in one go.

For everyday work, a saved view is faster. When you need finer control for a special analysis, a regulatory pull, or a debugging session, More export options is right there.

Try it now (it takes about a minute)

If you’re already a QuickTrials user:

1. Open any trial, then click the 概要 tab.
2. Set the filters and export options the way you most often need them.
3. Hit Save View, name it, and tick Remember these options for future exports.

That view is now one click away, every time.

If you’re not a QuickTrials user yet and this sounds like the workflow your team has been missing, book a demo and we’ll walk you through it on one of your real trials.

Questions, ideas, or trials you’d like us to look at with you? Just reach out to us at support@quicktrials.com.

Cheers,

The QuickTrials team.