how do i create a request report?

Use Request Reporting to report on project requests submitted by lab members and to understand the status of those requests.

Step 1: Click on the Requests sub-tab. (Figure 1)

Figure 1: Click on the Requests sub-tab.

You now see four options:

  • Load Default

  • Load Saved

  • Build New

  • Reporting Home


Refining your report

Each lab will define which report will serve as the default report. In the case in Figure 2, the default Report Settings are:

Figure 2: Default report settings

  • Select Date Range: You may define your date parameters. In this case, the date is defined as the current month (October).

  • Select Date field:  Define which date should be used to define the date range. You may choose Purchase Date, Completion Date, or Billing Date. In this case, Purchase Date was used.

  • Customize Display: You may designate precisely what kinds of charts and graphs display in your report. In this case, the default report has many different graphs and charts. (Figure 3) 

    • Chart type: You may select pie graph, bar graph, line graph, and data table.

    • Grouped by: You may group by core, lab, service, price type, customer, billing status, and study.

    • Value to report on: You may select total cost, average cost, and quantity.

    • Display data by: You may select week, month, quarter, day of week, and hour.

    • Also group by: You may choose an additional grouping by core, lab, department, institution, center, work status, billing status, billing event status, price type, customer, service, payment number, and study.

    • No charge as $0?: Indicate whether you wish to display a no-charge as $0. (Y/N)

    • No charge as $0?: Indicate whether you wish to display a no-charge as $0. (Y/N)

    • Convert pie to bar if any values are negative? Because a pie chart cannot display a negative value, indicate whether you wish to convert to a pie chart in the event of a negative value. (Y/N)

  •  Apply Settings: Once you have defined 1-3 above, click Apply Settings to display your new report.

NOTE: You may edit any of these fields to change the information on the report.

Figure 3: The default report has many different graphs and charts.

You may also apply filters to further refine your report. (Figure 4) 

Figure 4: You may apply additional filters.

Actions you may take on the report

Once your default report has loaded, you may take several actions:

  • Save: You may save your report for later access. (Figure 5) 

Figure 5Save your report as a new report or overwrite an existing report.

  • Share: You may choose to share the report with other members of the core. (Figure 6) 

Figure 6You may choose to share your new report.

  • Email: You may send the reports through email. (Figure 7) 

Figure 7 You may send your report through email.

  • Export: You may export the report as a .pdf, a .csv, or an .xls (Figure 8) 

Figure 8: You may export the report to your device in many forms.

  • Print Preview: When you click on Print Preview, a new window will open, displaying exactly what your report will look like printed.


You may choose to load a report that has already been saved. To do so, click on the Load Saved button. (Figure 9)

Figure 9: Select which saved report you would like to load.

Simply select your report, then click Load.


You may build a new report by clicking the Build New button. (Figure 10)

Figure 10: Build a new report.

From here, follow the directions outlined in Load Default section above.



When you click on the Reporting Home button, you will receive a warning message about saving your work. (Figure 11)

Figure 11: When you click Reporting Home, you will receive a warning message.

Click the OK box and you will be returned to the Reporting home page. (Figure 12)

Figure 12: Reporting Home

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