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How do I Create or Edit a Report Template?
This article explains which report template changes you can make yourself and when to contact support.
What Your Lab Can Update
These changes take effect as soon as you save them in your settings. You may need to regenerate reports to see any updates made.
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Signatories. Add a signature for a team member, or correct a signatory that is missing or wrong on a generated report. See How do I Add a Signature for a Team Member? and How do I Correct a Missing or Wrong Signatory on a Report? for more information
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Sample photos. Upload or replace the photo attached to a sample. See How do I Upload Photos of my Samples to Include on Reports? for more information
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Lab information. Your lab address, contact details, and license number come from your lab settings. Update them there and they flow to newly generated COAs. See How do I Add, Remove, or Update a License? for how to manage licenses.
What Requires a Request to our Support Team
Report format templates are configured by Confident and these updates require you to reach out to our support team.
- Layout and formatting. Column widths, borders, headers, footers, page breaks, and text overlap
- Statboxes. How values and statuses appear
- Footnotes and default text. When applicable, compliance disclaimers, calculation notes, and standing comments
- Applicable logos and accreditation marks. ISO 17025, ANAB, ILAC, regulatory, or state program marks
- Reporting tables. Adding, removing, or reordering analytes within a section
- Regulatory templates. A template built to a specific state, client, or program's requirements
- New or modified test packages. See below for more information
To make changes to an existing Report template, or to request a whole new template, please reach out to support@confidentlims.com
One of our team members will be in touch once we receive your request to discuss details around the project.
New or Modified Test Packages
Each Menu item has a COA template attached to it. When you add a new test package or modify an existing one, Confident updates that template manually. You will not be able to generate a report for that test package until the updated template is applied. Template updates may take a few days to appear in your account.
If you are creating or editing a test package, it is recommended that you test the report template before running real client samples through it. You can then send us feedback if anything needs adjusting.