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Export data from Clearline LIMS lists, reports, and deliverables

Clearline LIMS exports depend on your role, current filters, selected records, and the export formats configured for your tenant.

Prerequisites#

Your role can view and export the records you need.
The records are ready for the type of export you are creating.
Your lab has confirmed whether the export is for internal review, client delivery, billing, compliance, or integration use.

Export from a list view#

Open the list that contains the records you need.
Apply filters for date range, client, status, sample type, worksheet, or project.
Review the visible records before exporting.
Select the available Export option.
Choose the format offered by your tenant, such as CSV, Excel, PDF, or another configured format.
Save the file using your lab's naming and storage rules.

Export from reports or deliverables#

Open the report, certificate, or deliverable workflow.
Confirm the report status and review state before export.
Select the approved output format for the audience.
Download or send the file only through your lab's approved process.
Keep a record of the exported version when your quality process requires it.

Common export formats#

CSV or Excel for list review, internal analysis, and downstream processing.
PDF for reports, certificates, and human-readable deliverables.
Configured EDD or client-specific files when Clearline has implemented that format for your tenant.
Integration exports when your lab has an approved instrument or system workflow.

When to ask for help#

Contact Clearline Support when you need a new export schema, a recurring export, a client-specific deliverable, a missing field, or an integration-ready format that is not available from the screen you are using.

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.