5.1 EQUATOR and Design-Specific Reporting Guidelines

Key Takeaways

  • The EQUATOR Network catalogs reporting guidelines; it does not create one universal checklist or certify the quality of a completed study.

  • Reporting guidance improves completeness and transparency, while research conduct is governed by protocols, ethics, law, and standards such as current ICH E6(R3) where applicable.

  • Select the guideline from the actual design and report type, then add relevant extensions—for example, STROBE plus RECORD for an observational study using routinely collected health data.

  • Use the current version, document item locations accurately, and follow the target venue’s checklist and submission instructions.

  • A reporting checklist cannot repair missing consent, biased design, unreliable data, or analyses that were never performed; disclose limitations rather than invent compliance.

Last updated: October 2026

EQUATOR and Design-Specific Reporting Guidelines

The EQUATOR Network is an international initiative that promotes transparent and accurate health-research reporting and maintains a searchable library of reporting guidelines. It helps authors find the right guidance; it is not a regulator, ethics committee, journal, or quality-certification body.

Reporting is not conduct

A reporting guideline asks authors to disclose information readers need to understand what was planned, done, found, and interpreted. A conduct standard or protocol governs how the research is designed and carried out. For example, the current ICH E6(R3) Good Clinical Practice guideline addresses trial design and conduct principles, participant protection, data reliability, and quality by design. CONSORT addresses reporting of a randomized trial.

The two can reinforce each other, but they are not interchangeable. A transparent report can reveal flawed conduct; it does not make the conduct acceptable. Conversely, a well-conducted trial can be poorly reported.

Select by design and report type

Begin with the research question and methods, not the preferred acronym.

ReportCore guideline or family
Randomized trial resultsCONSORT 2025
Interventional trial protocolSPIRIT 2025
Systematic reviewPRISMA 2020 and relevant extension
Cohort, case-control, or cross-sectional studySTROBE
Routinely collected health dataRECORD in addition to STROBE
Diagnostic-accuracy studySTARD 2015
Prediction-model studyCurrent TRIPOD family
Animal researchARRIVE 2.0
Health economic evaluationCHEERS 2022
Case reportCARE
Qualitative interviews or focus groupsCOREQ or other suitable qualitative guidance
Quality-improvement studySQUIRE 2.0

Some work needs more than one source. An observational diagnostic study may need STARD for diagnostic accuracy and STROBE for its observational features. A network meta-analysis uses PRISMA 2020 plus the network meta-analysis extension. Use the extension that matches the work and verify whether it has been superseded.

Do not say CONSORT applies to every interventional report: a protocol uses SPIRIT, and nonrandomized interventions have other guidance. Do not say STROBE is a methodological recipe; it reports cohort, case-control, and cross-sectional work.

Use guidelines early

Waiting until submission can expose missing information that can no longer be reconstructed. During planning, map guideline items to the protocol, analysis plan, data collection, and intended outputs. During drafting, maintain an item-location table. During quality control, confirm that each listed location actually contains the requested information.

The guideline does not authorize writers to invent a randomization method, sample-size calculation, outcome hierarchy, registration, or ethics approval. If information is missing, ask the responsible investigator and report the limitation or omission truthfully.

Current versions matter

Dated versions can change item structure and emphasis. Current core examples include CONSORT 2025 and SPIRIT 2025, which supersede their 2010 and 2013 core statements respectively; PRISMA 2020; ARRIVE 2.0; CHEERS 2022; and STARD 2015. Confirm current extensions and venue transition rules because journals may update their requirements on different schedules.

A manuscript may cite both the current guideline and an extension. It should not claim “compliance” merely because the references section contains the guideline.

Journal checklists

A journal may require a completed checklist, flow diagram, protocol, statistical plan, or other file. Follow its instructions exactly. If the journal requests manuscript page and line numbers, do not write “reported” without a location. If an item is not applicable, explain why rather than leaving it blank.

Checklist upload rules vary. Failure to submit a required file can delay review or trigger return, but there is no universal rule that every journal automatically rejects any missing checklist. A checklist also does not prevent peer reviewers from requesting clearer reporting.

What a checklist cannot establish

Checklist completion does not prove that:

  • allocation was truly concealed;
  • a reported analysis was prespecified;
  • data are accurate or complete;
  • consent and ethics review were valid;
  • bias has been eliminated;
  • the conclusions follow from the design;
  • the study is reproducible.

Those judgments require source evidence, methods, data, governance, and critical appraisal. Report guideline use honestly: “reported in accordance with” may be more defensible than an absolute claim of full compliance when exceptions exist.

Practical workflow

  1. Identify the exact design and output.
  2. Search EQUATOR and the guideline’s official site for the current core statement and extensions.
  3. Check the target journal’s required version and files.
  4. Map items to protocol and source evidence.
  5. Assign gaps to investigators, statisticians, authors, or other owners.
  6. Update the manuscript and checklist together.
  7. Recheck after peer-review revisions.
  8. Preserve the final checklist and source mapping.

Important

On exam questions, first name the design, then choose the current core guideline and any extension. Reject answers that treat a checklist as a conduct standard or quality guarantee.

Test Your Knowledge

How do EQUATOR reporting guidelines differ from a conduct standard such as current ICH E6(R3)?

A

Reporting guidelines structure transparent description of the work; conduct standards govern how applicable research is designed, managed, and performed.

B

Reporting guidelines legally authorize the study.

C

A completed checklist proves the data are reliable.

D

Conduct standards apply only after publication.

Test Your Knowledge

Which guidance best fits a retrospective cohort study based on electronic health records?

A

CONSORT 2025 only

B

SPIRIT 2025 only

C

STROBE with the RECORD extension for routinely collected health data

D

CARE

Test Your Knowledge

A journal requires a completed reporting checklist with manuscript locations. What should the team do?

A

Submit a blank checklist because the manuscript is peer reviewed.

B

Complete it accurately, use it to improve the report, explain nonapplicable items, and submit it in the required format.

C

Invent missing methods so every row has a page number.

D

Use the oldest checklist because reviewers know it better.

Sections you finish are checked off in the contents.