How do I Export Data and Reports?

In This Article

1. To Create a .csv Export Template

2. To Export Reports and Lab Data

3. To Export a Specific Order

To Create a .csv Export Template

1. Navigate to the Exports page
2. In the Templates tab, select Create New Template
   
3. A window will appear where you can select all information, assays, analytes, and result fields that you would like to include in the export template
   
4. Add a Name and Description for the template. Select all relevant items you would like to include in the export template and select Create
   
5. Now, when in the Exports tab and selecting Lab Data (.csv) as the Export Type, your configured .csv templates will be available to select when generating an export
   
   NOTE: Existing templates can be edited or deleted using the icons in the Actions column under the Templates tab
   
   
   

To Export Reports and Lab Data

1. Navigate to the Exports page

2. In the Exports tab, use the drop-down box to select Reports (.pdf) or Lab Data (.csv)

3. Select the Start date, End date, License (if applicable), and Template (if applicable)

   

4. Select Export

5. Once the report is generated, you can download the report by clicking the download button in the table
   
   

To Export a Specific Order

Orders can be exported either in the Orders List page or in the individual Order page

1. To export from the Orders List page, find the Order that you would like to export

2. Select the three dots next to the Order ID and Export

1. To export from the individual Order page, find the Order you would like to export and go to the Order page

2. Under Order Actions, select Export