Reports are built from the Reports page.
| Note: When editing an existing report, you can click Save As to create a new version of the report. Clicking Save will overwrite the existing report with any changes you have made. |
To build a report:
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From the Build New Report section, select which report you would like to generate.
- Enter the filter criteria. You can specify the following:
- The project(s) for which you want to run the report.
- The date range or testing due date.
- Note: Select Custom from the list to specify your own date range. The testing due date is always specified from today to a date in the future.
- The calculation standard (not applicable to the Due-for-Testing Report).
- Note: The contents of this list will depend on your settings. See the Analysis section of the individual patient page for more information on configuring this list.
- To access additional settings, click More Options.
- To add an advanced filter, define your criteria using the fields and click Apply Filter.
- To organize the data in your report by groups, use the fields to define the order of the groups.
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For example, you could group test subjects first by department, then by job classification.
Test subjects would then be organized under the heading for their department, then under subheadings for their job classifications within the department.
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- Once you have added all your filter criteria, click Apply to generate the report.
- Important: You must remain logged in when generating a report. Logging out while a report is generating will cause the report generation to fail.
- This generated report includes a summary section of the results as well as a list of the patients / employees who meet the filter criteria you specified.
- To make changes to a report, simply repeat the steps above and click Apply to generate a revised report with the new criteria.