Reporting

Order Reporting

1.  Under Orders, you can generate a report by clicking on an Order ID and finding the Reporting tab. 
   
2. You can then choose Default report type or Choose default report type under Generate and Preview Report.Detault Report Type will generate a report (or preview), and Choose Default Report Type will allow you to select the report template. See also Reporting Templates.
3. This will generate a report for an order only.
4. You can also choose to Upload a .pdf for an order report. Note: QBench only supports .pdf file format for report uploading. 
5. Once a report has been generated, several new options will appear. You can continue to upload reports (as described previously) or you could email the report to the customer.66
   
   
6. Choosing to Email your report will create a popup where you can then email your customers. This can either be auto-generated depending on the customer contacts (see also Customers and Contacts) or you can enter it yourself. Click Submit to send an email with your message and the premade email template. See also Email.
   
   
   • If you have Customer Portal enabled, this will look slightly different. You will have the options to Publish or Withdraw reports upon creating them.
     
     
   • When clicking the Publish button, a popup window will appear. This will have option to manually enter email addresses, or write a message that will be included with the standard email set up in the Customer Portal. 
     
     
   • You can then choose to Email and Submit or Do not Email and Submit to not send an email to your client but publish the report anyways. Choosing Close will close this tab entirely. See also the Customer Portal.
   • After it is published, you may later choose to withdraw it. This removes it from the customer portal.

Sample Reporting

1. Under Samples, you can generate a report by clicking on a Sample ID and finding the Reporting tab. 
   
2. You can then choose Default report type or Choose default report type under Generate and Preview Report. Detault Report Type will generate a report (or preview), and Choose Default Report Type will allow you to select the report template. See also Reporting Templates.
3. You can create reports for samples or orders here.
4. You can also choose to Upload a .pdf for a sample or order report. Note: QBench only supports .pdf file format for report uploading. 
5. Once a report has been generated, several new options will appear. You can continue to upload reports (as described previously) or you could email the report.
   
   
6. Choosing to Email your report will create a popup where you can then email your customers. This can either be auto-generated depending on the customer contacts (see also Customers and Contacts) or you can enter it yourself. Click Submit to send an email with your message and the premade email template 
   
   
   • If you have Customer Portal enabled, this will look slightly different. You will have the options to Publish or Withdraw reports upon creating them.
     
     
   • When clicking the Publish button, a popup window will appear. This will have option to manually enter email addresses, or write a message that will be included with the standard email set up in the Customer Portal.
     
     
   • You can then choose to Email and Submit or Do not Email and Submit to not send an email to your client but publish the report anyways. Choosing Close will close this tab entirely.
   • After it is published, you may later choose to withdraw it. This will remove it from the customer portal.
     

Test Reporting

1. After a sample and order have been made, open Tests under workflow. Click on Workflow, then Tests, and finally All.
   
   
   • You cannot create a test without assigning a sample or order to it. Thus, tests alone cannot be created from the test page under Workflow.
2. Under the All page for tests, you see the overview of samples, customers and orders.
   
   
   
3. By clicking on the plus side either next to a particular sample or at the top of the column, you can see all the details of tests performed on one sample or all samples.
   
   
   
   
4. Clicking on the checkbox next to a sample's plus or minus icon allows you to perform actions on the test.
   
   
   
5. To assign tests, click the checkbox next to a sample. Above is a blue box that says Action. Click the button that says Sample, and then Assign Tests. This will bring up a text input box where you can type a test or select from the menu. You can then click the Submit button and the selected tests will be added.
   
   
6. Note that you can also create, preview, or upload reports or view current reports. You can also publish reports or test results to the customer portal for your customers. Tick the box next to he sample, and pick the Report button.
   
   
7. You can then choose to create a report by selecting Select Report Type and clicking Generate. You can then use a premade template to create a report for that item.
   
   
8. From here, you can select the report type and click Submit.
   
   
9. A new window will pop up and ask if you wish to add a signature to the report or not. (See also User Settings.) After this, click Generate once more, and a Certificate of Analysis (CoA) will be generated.
   
10. You can then choose to email the customer by clicking email at the bottom of that data type's options (like order.) This will open a popup where you can type the email addresses of customers and add a message to be included with your standard email. See also Email.
    • If you have Customer Portal enabled, you will also see the customer portal button.
      
      
    • You can then select Orders, Samples, or Tests. For all three, you can publish or unpublish orders to the customer portal. 
    • For Orders specifically has the option to Publish, which will release order information to the customer portal. You can also choose to Unpublish in order to remove order information from the portal. You can also send this with an email (like the email described above) or without an email. 
      
      
    • For Tests, you have the unique option to Release Results. This releases (or unreleases) test results.
      
      
11. You can also click on the Test ID and go to the Reporting tab. 
12. You can then choose either a Default report type or Choose default report type. Detault Report Type will generate a report (or preview), and Choose Default Report Type will allow you to select the report template. See also Reporting Templates.
13. You can create reports for samples, orders, or tests here.
14. You can also choose to Upload a .pdf for a sample, order, or test report. 
15. Once a report has been generated, several new options will appear. You can continue to upload reports (as described previously) or you could email the report.
    
    
16. Choosing to Email your report will create a popup where you can then email your customers. This can either be auto-generated depending on the customer contacts (see also Customers and Contacts) or you can enter it yourself. 
    
    
    • If you have Customer Portal enabled, this will look slightly different. You will have the options to Publish or Withdraw reports upon creating them.
      
      
    • When clicking the Publish button, a popup window will appear. This will have option to manually enter email addresses, or write a message that will be included with the standard email set up in the Customer Portal. 
      
      
    • You can then choose to Email and Submit or Do not Email and Submit to not send an email to your client but publish the report anyways. Choosing Close will close this tab entirely.
    • After it is published, you may later choose to withdraw it. This will remove it from the customer portal.