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.
See also#
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.