How to use Report Builder in LabGraphs & Reports add-on

LabGraphs and Reports is a powerful tool within LabCollector that lets you create custom reports from data collected through the Query Builder. With this add-on, you can design, save, and print reports that bring together information from multiple modules, all in one user-friendly interface.

Pre-Requisites:

Before you start building reports, please ensure that:

• User Authorization: All users can create, modify, and delete reports, no special permissions are required.
• Basic Modules: You have created records in the relevant modules (e.g., Samples, Animals, or Custom Modules). Make sure the fields you plan to filter by are filled in for each record.

• Query Builder: Use the Query Builder to define the data you want to extract. For help with the Query Builder, refer to our “What’s Query Builder and How to Use It” guide.

1. Building a Report:

1.1. Define Your Data Source:

• Data Type and Query List:
  Begin by setting up your data source. You need to have pre-defined queries in the Query Builder that pull and filter data from multiple modules. Once created, these queries will appear in the Data Source Query tab.
  Example: If you want to report on sample tracking data, ensure your query filters records from the Samples module based on specific criteria (like date or project).
• Selecting Your Query:
  Choose the appropriate query from the list. Once selected, copy the URL you obtained from Query builder, then click the corresponding button to load your data into the Report Builder.

1.2. Choosing Displayed Fields:

• Field Selection:
  After selecting a query, expand each module section to choose which fields should appear in your report. This process is straightforward, simply check the boxes next to the fields you want to display.

1.3. Configuring the Report Layout:

• Header & Title Options:
  You can add a header to your report to set a default title. Alternatively, select a field to dynamically generate the title based on your data.

• Page Breaks:
  If your report spans multiple pages, you can insert page breaks to enhance readability.

• Refining Elements:
  Adjust formatting options (such as fonts, colors, and layout) to ensure your report is clear and professional.

1.4. Saving and Managing Report Models:

• Saving Your Report:
  When your report parameters are set, click the Save button. A pop-up will prompt you to name your model. Once saved, your model appears in the list of active report models.

• Managing Models:
  You can edit, delete, or archive your models at any time. Archived reports remain accessible if you need them later.

1.5. Printing Reports:

• Accessing Saved Reports:
  Your saved reports are available in the LabGraphs and Reports add-on as well as in the LabCollector modules.
• Final Adjustments and Printing:
  Select your report, apply any final filters if needed, and click Print to generate a document.

2. Examples and Use Cases:

• Example 1: Sample Tracking Report
  A lab uses LabGraphs and Reports to generate a report that tracks all samples received in a month. The report includes sample IDs, collection dates, and storage locations, ensuring that no sample is ever lost or misplaced.
• Example 2: Test Results Report
  A diagnostic lab builds a report to analyze test outcomes, helping them identify trends and optimize workflow efficiency. The report pulls data from multiple modules, including test schedules and result logs.

3. Troubleshooting Tips:

• Missing Data:
  Ensure that all records have complete information in the fields you want to filter on. Incomplete records may not appear in your report.
• Formatting Issues:
  If the report layout looks off, revisit the Data Source configuration to adjust headers, page breaks, and formatting.
• Synchronization Problems:
  Verify that your queries are correctly linked and that LabCollector is properly integrated with your data sources.

4. Conclusion:

LabGraphs and Reports transforms the way you manage and analyze laboratory data. By enabling you to create custom, detailed reports from multiple modules, it helps improve efficiency, accuracy, and decision-making in your lab. Whether you’re tracking samples, managing test data, or preparing for audits, LabCollector’s reporting tools are designed to meet your needs.

For more details or assistance, please contact [email protected].

Other topics:

• • • Read our KB on What’s Query Builder and How to Use It.
    • Learn more on What’s training manager add-on.
    • Check our Equipment Scheduler manual.
    • Read our KB on How to connect Parser to I-Collector.