Generating Job Reports
Related Topics Overview
Analytical reports can be generated once the analysis is complete and passed quality control.
Job reports are created using Microsoft™ Excel or the Crystal Reports reporting engine.
This process is pertinent to front office personnel, laboratory managers, QC managers and supervisors who generate job reports.
Process
Report generation is managed using the Reports application.
Finding Reportable Jobs
Reportable jobs are located either using a forms containing custom search criteria, via client and project, or directly by the jobs list.
Find jobs using a job reporting search
Note: At any time in the Job Report module, press the F5 function key to refresh all job details.
A report can be generated from the list of jobs returned from a search.
Generate a report containing an overview of jobs
Running a Custom Script from Job Reporting
Job reporting often involves the running of custom scripts to enhance the process.
Run a custom script from job reporting
Updating Job Report Details and Generating Job Reports
Once the reportable job is located, it is opened to set up and generate the report.
Reports are created either as internal, preliminary (upon which the job's first reported date is set if it was not already set) or final (upon which the job's first reported date is set if it was not already set, and last reported date is set). An option exists to report uncorrected values.
Job reports are generated either in job client mode or report client/s mode, that is, one job report can be generated for the job's primary client contact, or one or more job reports can be generated for the job's report client contacts.
| Report generation attribute | Job client mode | Report client/s mode |
|---|---|---|
| Client contact | Job's client and contact | Analytical report's report client contact, where selected only, populated from the report client contacts in the job's Clients tab of the Job application. |
| Report template | Analytical report's Report template | Report client contact's Template file, from the report client contacts in the job's Clients tab of the Job application. |
| Sub-report template | Analytical report's Subreport template | |
| Output file | Analytical report's Output file | Analytical report's Output file, with each generated job report for the second and subsequent client contacts having _c02, _c03, etc, appended to the defined output file name. |
| Report type | Analytical report's Report type | Analytical report's Report type. |
| Email generated reports? | Email occurs where the | |
| Email To recipient | Client's email address in the Client application | Analytical report email's To address (with each tab matching one for one to the listed report client contacts). |
| Email CC recipients |
Client's carbon copies in the Client application, with the addresses string delimited by the content of the EmailCCDelimiter REPORT program setting |
Analytical report email's CC, with the address delimiter included in the CC string (with each tab matching one for one to the listed report client contacts). |
| Subject | Defined by the EmailSubjectText REPORT program setting | Analytical report email's Subject (with each tab matching one for one to the listed report client contacts) |
| Text | Defined by the EmailNotesText REPORT program setting | Analytical report email's Text (with each tab matching one for one to the listed report client contacts). |
| Included schemes/analytes | All of the analytical report's schemes and analytes, where selected only, defaulting from the job's schemes and analytes and their respective reportability | All analytical report's schemes and analytes, where selected only, defaulting from the job's schemes and analytes and their respective reportability, with the additional condition being where schemes are selected for a client contact in the job's Clients tab of the Job application, then only for the selected job schemes. |
| Included samples | All of the analytical report's samples, where selected only, defaulting from the job's samples and their reportability | All of the analytical report's samples, where selected only, defaulting from the job's samples and their reportability. |
Changes to the report client/s, report template/s, target output, email and print requirements are saved to the job's reportable clients.
Changes to which scheme-analytes are reportable, and their report parameters are saved to the job's schemes and analytes.
Changes to which samples are reportable are saved to the job's samples.
Generate an analytical report for a job's primary client contact
Generate analytical reports for a job's report client contacts
Reporting to Sub-clients
If a job has sub-clients attached to it, when the job is reported, then the Analytical Report application generates reports for all the sub-clients only (not for the job client). If a job has no sub-clients attached to it, when the job is reported, then a report is generated for the job's client only. No reports are generated for sub-clients when Excel™ report templates, or a mix of Crystal Report and Excel™ report templates, are used.
Reporting Non-validated Results
Generally, non-validated or quality control failure results are not reported.
When a non-validated or quality control failure result is reported, a raw value is printed as asterisks (******), a numeric value is printed as -9000, and a final value is printed as asterisks (******.***). This also occurs when the Picture in the Rounding Table is not large enough.
Reporting Rounded Results
The test to determine whether the analytical result is less than the detection limit is made after the analytical result is rounded. This is to cater for situations where, for example, a value of 0.6, which after rounding has a value of 1, yields different results on a detection limit of 0.7.
The report will contain asterisks (******) if there are no rounding table details.
