a month ago
Viewing a Summary Report for a Lab Sample
You can now generate a PDF summary showing sample details and all scheduled tests for lab samples.
Two ways to access:
Option 1: From Lab Sample Search
- Go to Lab Sample Search
- Select one or multiple samples
- Click the View Summary button
- A PDF generates showing sample details and all tests for the selected samples
Option 2: From Sample Edit Page
- Navigate to a sample (via Status Board or Lab Sample Search)
- Scroll to the bottom of the Edit Page
- Click View Summary button in the bottom left-hand corner
- A PDF generates showing sample details and all tests for that sampleThe PDF includes most or all sample details along with a complete list of tests. If a sample has many tests, the summary will automatically extend to multiple pages.
Watch a quick video about this enhancement >
Why This Change Matters
- Complete sample details – View comprehensive sample information and all associated tests in one document
- Better planning – Understand the full scope of testing required before starting work
- Improved communication – Easily share detailed summaries with team members or clients
- Batch processing – Generate summaries for multiple samples simultaneously