LIMS — Integrations (how to use)

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Integrations

Module: LIMS

Where to open in admin

1. Log in to Admin.
2. Open sidebar menu LIMS.
3. Click Integrations.
4. Direct route (for admins): admin/lims/lims_integrations

What this screen is for

Financial reporting for management and compliance.

How to use — step by step

1. Select company (if multi-company) and date range/period.
2. Choose report parameters (basis, detail level).
3. Generate report and review totals against trial balance.
4. Export PDF/Excel and share with management.
5. Use comparative view for period-over-period analysis.

Common buttons & actions

• Generate
• Export PDF
• Export Excel

Required permissions

Staff need the lims_integrations feature with: view.

Assign under Setup → Staff → Roles → Permissions.

Tips from module settings

• Enable laboratory management features
• For non-numeric results
• Send email to lab manager or client when a result is QC approved.
• Download test results as CSV or Excel with optional filters.
• Generate COA or test reports from individual sample pages.
• Allow clients to view completed samples and download COA from the customer area.
• Add authorized signatory lines on generated COA PDFs.
• Automatically enable portal visibility when all tests are QC approved.
• Share this sample and COA with the linked client in the customer portal.
• Completed samples and certificates shared with your organization.
• CSV columns: method_code, method_name, unit, min_value, max_value, target_value, turnaround_days, price
• CSV columns: lab_id, sample_code, sample_type_id, client_id, plant_id, priority, source_reference, description
• Inventory items consumed when a test result is QC approved (requires Inventory Management module).

Related guides

See the LIMS overview for module-wide workflows, API, and setup.