Generate an analytical report for a job's primary client contact

1. Open a reportable job to display the REPORT—Report Form.

2. To define the report client/s, report template/s, target output, email and print requirements:

   1. Select the General tab.
   2. Ensure Client is not selected.
   3. Select the Report template, any required Subreport template, and enter the Output file.
   4. Where configured to do so, change the Report type, as required, and indicate whether to Report uncorrected values.
   5. Specify the View mode.
   6. Select Email to have the generated report document emailed to the job's client contact. Email details from the client contact are used. Where the LIMS is configured to do so, an email may also be sent to the client contact's carbon copy recipients.
   7. Select Print, choose the Printer and enter the No. of copies to have the generated report documented printed.
   8. Click Save.
3. To define which scheme-analytes are reportable, the report order and their report parameters:

   1. Select the Scheme tab.

      The list of scheme-analytes defaults to the reportable schemes and analytes in the job.

      By default, scheme-analytes are sorted by the reporting sequence specified in the job.

   2. To toggle inclusion/exclusion of scheme-analytes in the report:

      1. Select or deselect the scheme-analyte.

      2. Use the Ctrl and Shift keys to select one or more rows and select or deselect one of the selected scheme-analytes to apply the change to all selected rows.

      3. Select Edit»Properties from the main menu to open the Selection form, select the analyte types and click OK to close the form and apply the filter, or click Cancel to not proceed.

   3. To filter the scheme-analytes based on column criteria, click Filter and filter data using column criteria. Refer to Using the Screen Interface.

   4. To change the order of the scheme-analytes in the report:

      1. Select a scheme-analyte and click Move Up or Move down to move the scheme-analyte up or down one row, respectively.

      2. Click a column to toggle the sorting order of the columns in ascending or descending order .

   5. Update the Unit, Rounding, Detection and Upper limit for the reportable scheme-analytes, as required.

   6. Click Save.

4. To define which samples are reportable and the report order:

   1. Select the Sample tab.

      The list of samples defaults to the reportable samples in the job.

      Where the SortSampleGrid REPORT setting is disabled (default is enabled where the setting is missing), then, by default, samples in the grid are sorted by CUID. Where the setting is enabled, then, by default, samples are sorted by REPSEQUENCE, however, it is quite common to only report a subset of samples, which means, frequently the REPSEQUENCE is not defined for some samples, and whilst this does not have any impact on the report views since the views are unaware of the REPSEQUENCE field, the display on the Samples tab can be negatively impacted.

   2. To toggle inclusion/exclusion of samples in the report:

      1. Select or deselect the sample.

      2. Use the Ctrl and Shift keys to select one or more rows and select or deselect one of the selected samples to apply the change to all selected rows.

      3. Select Edit » Properties from the main menu to open the Selection form, select the sample types and click OK to close the form and apply the filter, or click Cancel to not proceed.

   3. To filter the samples based on column criteria, select the Filter main menu option and filter data using column criteria. Refer to Using the Screen Interface.

   4. To change the order of samples in the report:

      1. Select a sample and click Move Up or Move down to move the samples up or down one row, respectively.

      2. To apply a multi-level sort on the samples:

         1. Click the header of the column on which to base the first level sort.

         2. Optionally, hold down the Control key and click the header of a subsequent column on which to base the next level sort, then repeat to select further levels of sorting,

         3. Click Sort asc or Sort desc to sort the rows in ascending or descending order, respectively, based upon the selected sort levels.

   5. Click Save.

5. Click Report to generate the analytical report. Note that reports using Excel™ templates have the QC samples combined when a combined scheme report is generated.