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Result Reports & Publishing

Once a sample's results are verified, they can be published as a professional PDF report and delivered to your client. This page covers the publishing workflow, email delivery, and accessing previously published reports.

The Publishing Workflow​

Publishing a sample generates a result report PDF and officially releases the results. You cannot publish a sample until all of its analyses are in Verified status.

Step 1: Initiate Publishing​

  1. Navigate to the Samples listing.
  2. Select one or more verified samples by checking their checkboxes.
  3. Click Publish at the bottom of the page.

The Clearline LIMS report preview opens, showing the formatted result report using your lab's configured template.

Step 2: Review the Report​

Before finalizing, review the report preview to confirm:

  • Client and contact details are correct
  • All analyses and result values are present
  • Any out-of-range flags are visible as expected
  • Report formatting looks correct

Step 3: Publish or Email​

You have two options from the report preview:

OptionWhat It Does
Publish (toolbar button)Generates the PDF, stores it in the system, marks the sample Published
EmailGenerates the PDF and opens the email composition form pre-addressed to the client contact
important

Clicking Save in the report preview generates the PDF but does not publish the sample. The sample only moves to Published status when you click Publish or send via Email.

Emailing Reports to Clients​

When you click Email in the report preview:

  1. The email form opens pre-filled with the client contact's email address.
  2. The subject line and body are pre-filled with defaults — edit as needed.
  3. The report PDF is attached automatically.
  4. Click Send.

The email is sent and the sample transitions to Published status.

note

Email delivery is handled by Clearline LIMS on your behalf. If you need to configure the sender address or email template, contact support@clearlinelims.com.

Accessing Previously Published Reports​

Published reports are stored in Clearline LIMS and can be accessed at any time.

From the Sample:

  1. Open a Published sample by clicking its Sample ID.
  2. Click the Reports tab.
  3. Click any report to download the PDF.

From the Client:

  1. Navigate to the client's page.
  2. Click the Reports tab to see all published reports for that client across all samples.

Report Templates​

Your lab's result reports are formatted using a template configured by the CTM team. The default template includes:

  • Lab name and logo
  • Client and contact details
  • Sample ID, type, and collection date
  • Analysis results with units and reference ranges
  • Out-of-range indicators
  • Analyst and verifier names
  • Report generation date

To request changes to your report template — different layout, additional fields, logo update, custom branding — contact support@clearlinelims.com.

Batch Publishing​

You can publish multiple samples at once:

  1. In the Samples listing, filter to show Verified samples.
  2. Select all samples you want to publish (or use Select All).
  3. Click Publish.

The report preview will show all selected samples. Review and publish in batch.

tip

For large batches, some labs prefer to publish without email first, then send emails individually for samples that require customized communication.