Generating a report

All reports are generated by following this procedures

About this task

By default, any report is generated using all available data in laboratory’s database. If you want to narrow down the records that will appear on a report, you must apply filters. If more than one filter is applied, only records that met all of the filters will appear on the report.

Figure: The Reports page. In this example, the report that will be generated will contain all BLD or ART specimens that also have a volume greater than 10 mL. (1) Report categories, (2) Add criteria to table below, (3) Logic for generating report, (4) File format for the report

1. On the LDMS menu bar, click Reports > Standard Reports.
2. In the Report categories box, select a broad category for the report you want to generate.
3. In the Report box select a report.
4. Optional: Add one or more filter to narrow down the information displayed on the report.
   1. Select a data item to filter by from the box below Filter Criteria.
      Additional boxes will appear to specify the details for the filter.
   2. Select an operator from the middle box.
      Note: The <> operator means “not equal to”.
   3. Select a value for the filter from the third box.
      The values available will be dependent on the filter. For example, if you are filtering by Additive, only valid additives in LDMS will be displayed.
   4. Click the Add button.
      Your criteria will be added to the list of filters. If you want to remove it after it has been added, click the Delete button to its right.
5. Optional: Specify logic for the report in the box below the filter criteria.
   The logic is formed by using the numbers in the # column in the filter criteria, along with the words AND, OR, or parenthesis.
6. Select a format for the report from the File Type box.
7. Click the Generate button.
   Note: If no filter criteria is entered, LDMS will alert the user that the report may take a long time to generate.