Generate analytical reports for a job's report client contacts

  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 selected.
    3. 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. Deselect any of the job's report client contacts in the Clients grid to not have a report generated for them. Note that, where the LIMS is not configured to synchronise the details in the Email section as client contacts are selected or deselected, then ensure that the email details are as you require.
    7. Check Email to have the generated report document emailed to the report client contacts.
    8. To add an email recipient, click Add and fill out the To, CC, Subject and Text fields. Note that the first set of tabs correlate one-to-one with the client contacts in the Clients list, so update these, as required.
    9. Check Print and select the Printer and No. of copies to have the generated report documented printed.
    10. Click Save.
  3. To define which scheme-analytes are reportable, and their report parameters:
    1. Select the Scheme tab. The list of scheme-analytes defaults to the reportable schemes and analytes in the job.
    2. Deselect any of the job's scheme-analytes in the Schemes grid to have them excluded from the report. Use the Ctrl and Shift keys to select one or more rows, such that, changing the reportability on one selected row applies the change to all selected rows.
    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 filter the scheme-analytes based on an analyte's data type, select Edit » Properties from the main menu to open the Selection form, select the analyte data types and click OK to close the form and apply the filter, or click Cancel to not proceed. Note that this filter is not preserved anywhere when the job report is saved or closed.
    5. To change the order of the currently selected scheme-analyte in the report, click Move Up or Move down. The default order comes from the scheme-analyte reporting sequence specified in the job.
    6. To sort any column alphanumerically, highlight a column and click Sort asc (ascending) or Sort desc (descending), as required.
    7. Update the Unit, Rounding, Detection and Upper limit for the reportable scheme-analytes, as required.
    8. Click Save.
  4. To define which samples are reportable:
    1. Select the Sample tab. The list of samples defaults to the reportable samples in the job.
    2. Deselect any of the job's samples in the Samples grid to have them excluded from the report. Use the Ctrl and Shift keys to select one or more rows, such that, changing the reportability on one selected row applies the change to all selected rows.
    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 filter samples by sample type, 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.
    5. To change the order of the currently selected sample in the report, click Move Up or Move down. The default order comes from the sample profile sequence specified in the job.
    6. To sort any column alphanumerically, highlight a column and click Sort asc (ascending) or Sort desc (descending), as required.

    7. Click Save.

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