Creating a custom report

Custom reports are created by indicating the information that should appear on the report, how the report should be sorted, and any special logic for selecting specimens.

Procedure

  1. From the menu bar, click Reports > Custom Report Builder.
  2. In the All Fields section, do the following:
    • For items that you want to appear on the report, select the check box under Display.
    • For items that you want to use to sort records on the report, select the check box under Sort.
  3. Optional: Use the Add COUNT Field button to provide aggregate counts on the report.
    1. Click the Add COUNT Field button in the All Fields section. The Add COUNT Field window will open.
    2. Select the field, enter the label, and mark as distinct as needed.
    3. Click OK.
  4. In the Fields to display and Sort results by section, use the Up and Down buttons to set the order of items.
    Fields displayed on the report will be shown from left-to-right in the order you specify. Results will be sorted in the order specified. An item can be removed by clicking the X next to it or deselecting the check box.
    If you sort by Destination Lab ID and Ship Date, the records on the report will first be sorted by the destination laboratory, and then by the shipment date.
  5. Optional: To remove duplicate records, under Fields to display, select Distinct.
    Any rows on the report that have the same values across all displayed fields will only appear on the report once.
  6. Optional: Apply a filter to your report in the Selection criteria section.
    If no selection criteria is specified, all data from your laboratory will be included.
    1. In the All Fields section, click an item to select it.
    2. In the Selection criteria section, select an operator and value for your filter.
    3. Click Add.
    4. In the box below the filters, enter logic for applying the filter using the numbers next to each item.
      If you leave this box blank, filters will be applied as 1 AND 2 AND ... (etc.).
      For example, if you want to apply filter #1 and either filters #2 or #3, enter 1 AND (2 OR 3).
    To apply a filter that excludes specimens that originated from laboratory 500, select Source Lab ID in the All Fields section, the <> operator, and enter 500.
    Note: LDMS accepts wildcard values (*). Wildcard values can be used for the Like and Not Like qualifiers.
  7. In the File Type list, select the format for your report output.
  8. Optional: If you do not want a header row with the name of each column to appear on your report, deselect Include Headers.
  9. Do one of the follow:
    • To save your report so that it can be run later, enter a name for your report into the Saved Queries box at the top of the page, and then click Save.
    • To view the first 100 records of the report in your browser, click Preview.
    • To generate and save the report in the indicated file type, click Generate Report.