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Customize reports and COAs in Clearline LIMS
Use this page to separate lab-managed report preferences from Clearline-managed report, certificate, and export implementation work.
What your lab may manage#
Depending on your lab's Clearline LIMS configuration and your permissions, lab administrators may be able to manage:
- Report defaults exposed in the admin interface.
- Label or sticker defaults when existing templates already support the change.
- Client, contact, project, and sample-point data used on deliverables.
- Analysis names, specification limits, qualifiers, and method references when your role allows those changes.
- Review and publication steps defined by your quality process.
What Clearline manages#
Clearline typically manages changes that affect implementation, layout, or integration behavior, including:
- New COA or report templates.
- Client-specific report packages, logos, appendices, or conditional sections.
- Custom EDD, CSV, Excel, XML, or integration export formats.
- New label templates or printer-specific layout changes.
- Report logic that pulls calculated, conditional, or cross-record values.
- Changes that require deployment or controlled configuration outside the normal admin screens.
Request a report or COA change#
- Capture the report name, client, project, and tenant where the change is needed.
- Describe the desired output and why it is needed.
- Attach an example of the current output and a marked-up example of the desired output when available.
- Note whether the change affects one client, one report type, or every report using that template.
- Send the request through Clearline Support.
Review before use#
- Generate the updated report or COA for an appropriate record.
- Review client details, sample identifiers, result formatting, units, limits, qualifiers, signatures, and footer text.
- Confirm the output matches your lab's quality requirements before using it for client delivery.
See also#
- Reports and COA generation
- Labels, report defaults, and exports
- Specifications, limits, and qualifiers
Need help?#
If the workflow does not match what you see in your tenant, contact Clearline Support with your tenant name, affected page, what you expected, and what happened.