LIMS — Reports & COA (how to use)

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Reports & COA

Module: LIMS

Where to open in admin

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

What this screen is for

Analytical and operational reports for this module.

How to use — step by step

1. Choose report type and parameters (dates, warehouse, status).
2. Generate preview on screen.
3. Export or schedule if the module supports email/cron reports.
4. Share with stakeholders and archive exports.

Common buttons & actions

• Generate
• Export
• Print

Required permissions

Staff need the lims_reports 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.