Creating Custom Reports

Created by: Kyle Paul

Modified on: Thu, 23 May, 2019 at 12:04 PM



Why create a Custom Report?


Using the portal you can print copies of your previous reports. You also have the option to create your own Custom Reports which gives you more reporting flexibility.  Custom Reports are used to change report formats, and modify what samples and parameters are included in your report.  Custom Reports can also be used to combine samples from different jobs in one report.  This way one report can be created, with all the samples from one project.  If results need to be compared to a criteria e.g. compared to industry standards, custom reports will allow criteria to be added to your report.  These Custom Reports will add versatility to your reporting and also help discover new insights from your data through trending results, monitoring and reporting exceedences. 


Overview of Custom Reports 

  • Review data in a different format.
  • Modify the samples and parameters to be included for reporting. 
  • Combine multiple samples and submissions into one report format. 
  • Compare to alternative regulatory criteria.



1. Starting your Custom Reports


 Click the “Custom Reports” header located on the top of the Portal. You can access this header on any page in the Portal.




2. Custom Reports Overview Page


The Custom Reports page will display a list of all your previously made Custom Reports, click “Create Custom Report” to begin creating your report.




3. Select Clients 

 

This page allows you to select the client(s) for which you would like to create a report. If you have access to a large number of clients, you can narrow the list by typing key search terms like Client #, Client Name or Facility in the filter box. In some cases there may only be one option.  Check the appropriate toggle to the left and click "Next".




4a. Select Date 


A "Date Type" for your report must be selected and the "Date Range" must also be specified. You can select from either Sampling Date, Job Due Date or Received Date from the drop down menu. To select the date range enter the “From” and “To” dates.



4b. Select Report Format 


Select a Report Format that suits your needs. As you select a format, a visual with a brief descriptor will display to the right, giving you an idea of the data layout. You can choose between "Standard", "Custom" or "Enhanced". 



    Standard Reports


There are 5 Standard Report Formats to choose from:

  • Parameters as Columns – Ideally suited for data sets with many samples and fewer parameters.
  • Samples as Columns – Ideally suited for data sets with many parameters and fewer samples.
  • Trending – Lays out the data in ascending order based on sampling date and is optimally formatted for chart generation.
  • Data Table – Traditional data table format with a row for each parameter reported.
  • Sample Observations - Provides a summary of your submission statistics.


    Enhanced Reports


Enhanced Reports are reports that are suited towards regulatory requirements. There are many options to choose from, each specific to industry standard regulations. 


    Dynamic Reports


Dynamic Reports are specific to each client. They are created though Bureau Veritas and are designed to be built around your specific needs. Please Contact Bureau Veritas to set-up the Dynamic Report. 


Once you are satisfied with your report format, click “Next” to continue.




5. Select Jobs 


Select the boxes corresponding to which jobs you want included in the Custom Report. You can narrow the list by typing key search terms related to any of the displayed columns in the filter box. Once completed, click “Next” to continue.




6. Select Samples 


Choose which Samples you want included in the Custom Report. You can narrow the list by typing key search terms related to any of the displayed columns in the filter box. Click “Next” to continue.




7. Select Parameters 


This step provides you a list of analytical parameters related to the samples selected in the previous step (step 4, Samples). Checking "All" will turn on all parameters.  Groups of parameters can be expanded or collapsed to be able to select individual parameters or the whole group.




8. Criteria  


If desired, the last step of Custom Reports allows you to select "Regulatory Criteria(s) Levels" to compare your results against.




9.  Sample Display Order and Report Name


Change the sample display order in the report based on Sampling date or Sample ID. Give your report a name that will help you identify it on the main Custom Reports page.  At the bottom of the page you have the option to automatically email the report to a desired email address once the report is generated.



10. Generate Report


After you have given your report a name, click “Create Report”. You will be returned to the main Custom Reports page while the report is processing. Once processing is complete, the download icon will appear.


K
Kyle is the author of this solution article.

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