Templates

Connected Insights requires you to provide a report template for each test definition to ensure consistency of reports produced across cases. This section summarizes the actions that can be performed with report templates to customize the look and content of PDF reports to your specifications.

• Create several report templates and use them in more than one test definition.

• Use a default report template provided by Connected Insights or customize the report as needed. These customizations include: – Changing the logo of the laboratory. – Changing the report name. – Reformatting the page and date. – Removing parts of the report related to the Nothing Reported section. This modification might be needed if the laboratory prefers not to report pertinent negatives. – Adding sample information alongside case and subject information. – Changing text in the Supplemental Information section.

For more information on the customization options, refer to Report Customizations.

Create a Report Template

1. On the top toolbar, select Configuration, and then select the Test Components tab.

2. Navigate to Report Templates and select New.

3. Select Download the template.

4. Save the base ODT template.

5. Edit the file with an applicable document editor. The document editor must be able to load v1.3 ODT files. For information on making custom edits to the report, refer to Report Customizations.

6. Select Upload template to re-upload the template with the recently made changes. Uploaded files must in the ODT format.

7. Select Confirm Report Creation when the report preview displays. Download the original report in the ODT format at any time. You can also archive and unarchive report templates. Archiving a report template makes it unavailable for use when creating a test definition.

Download Report Template

1. On the top toolbar, select Configuration, and then select the Test Components tab.

2. Select Report Templates, and then select Pre-configured Demo Report Template or Pre-configured Demo Report Template (Version 2).

3. After the report loads, select Download as ODT.

Test Changes After Report Template Customization

1. On the top toolbar, select Configuration, and then select the Test Components tab.

2. Navigate to Report Templates and select New.

3. For Create your new report, select Upload template.

4. Using file explorer, navigate to the template with the changes and select Open.

5. Review the PDF preview to make sure that the modified report displays as intended.