Revisin Date: 12/31/2012 Table f Cntents 1. Institutin, Cre Facility and Lab Administratin Reprting Overview...2 2. Hw d I access ilab Reprts?...3 3. What is the General Functinality fr ilab Reprting?...6 4. Building Reprts...7 a. Charge Reprting...7 b. Request Reprting... 16 c. Event Reprting... 18 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 1
Revisin Date: 12/31/2012 Institutin, Cre Facility and Lab Administratin Reprting Overview ilab Slutins prvides a tl fr institutins and cres t track facility usage and lab spending. ilab s newly updated reprting feature allws administratrs, whether frm the institutin, lab r facility, t run dynamic reprts n usage and lab spending. Belw are instructins n hw t utilize ilab s dynamic and flexible reprting tl. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 2
Revisin Date: 12/31/2012 Hw d I access ilab reprts? Depending n yur access level in ilab, there are several different ways t access ilab s reprting page. Institutin Administratrs can access institutin wide reprts by clicking n a reprt type frm the reprting ptin n the left-hand side f the ilab page. Administratrs can als g t any cre s page and click n the Reprting tab t run cre specific reprts. Nte: If yu want t see cre usage frm internal and external custmers, click n Cres reprts. If yu want t see lab spending with internal and external cres fr analysis, click n Labs reprts. Lab Administratrs can run lab usage and spending reprts frm the reprting ptin n the left-hand side f their ilab page. Cre Administratrs can access cre specific reprting frm the Reprting tab n the cre s page. The reprting n the left-hand side f the ilab page will include all reprts with which they have access. If a Cre Administratr is als a PI f a lab, he r she will have access t cre reprting and lab reprting. If an individual is an admin t multiple cres, he r she can run reprts fr all f his r her cres using the reprting ptin n the left side f their page. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 3
Revisin Date: 12/31/2012 Figure 1. Administratrs will see a reprting link n the left-hand menu, under cre facilities. Hver ver reprting t chse the reprt type yu want t run. If yu click n the reprting buttn n the left side f yur ilab page, it will take yu t yur Reprting Hme page. On the Reprting Hme page, yu will have access t all f yur saved reprts as well as links t any reprts yu can run. (Figure 2). 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 4
Revisin Date: 12/31/2012 Figure 2. The Reprting Hme page gives yu quick links t reprts yu have saved as well as reprts that yu can run. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 5
Revisin Date: 12/31/2012 What is the basic functinality f ilab's reprting tl? When yu first land n the reprting page, the Charge reprting will be the infrmatin displayed by default (Figure 3). With Charge reprting yu can view and analyze data f actual services r charges rendered by the cre. Yu can als click n the Requests tab t run reprts n prject r service requests. This tab will give general infrmatin n wh made request and the length f time fr verall prject cmpletin. On the final tab, the Events tab, yu can access infrmatin n Equipment r Resurce usage. This data is based n ilab s Scheduling tl. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 6
Revisin Date: 12/31/2012 Building Reprts Charge Reprting Figure 3. When yu first land n the reprting page, the default view will be Charge reprting. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 7
Revisin Date: 12/31/2012 At the tp f the reprting page yu have fur ptins. Yu can lad the default reprt, lad a saved reprt, build a reprt r g t yur reprting hme page. We will g thrugh the steps fr each actin. First, let s g thrugh building a reprt. Figure 4. Once yu click n the reprting page yu want t view, yu can either view the default reprt r click n Build new t build a reprt. In rder t build a new reprt, yu must click n the Build new buttn then fllw these steps: Step 1: Chse the date range. Yu can select a date range by clicking n the calendar icn ( ) next t the date field r by clicking n Select a date range and chse a preset date (Figure 5). Step 2: Chse the date field. On charge reprting yu can chse t create a reprt by Service date (the date the service was added t ilab), by Cmpleted date (the date the service was marked cmpleted) r by Billed date (the date that the service was added t a billing event). Step 3: Chse the kinds f charts and tables with which yu wuld like t display yur data (Figure 7). Step 4: Click n Run Reprt. Running the reprt will apply any updates that yu have made. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 8
Revisin Date: 12/31/2012 Figure 5. Click n Select a date range preset t chse a date filter preset. Figure 6. After click n Build new, the reprt settings will shw. Then fllw steps 1-4 t build yur reprt. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 9
Revisin Date: 12/31/2012 In step three f build reprts, yu can click n the Charts and tables buttn t update what charts and tables will be displayed. Belw are a series f images describing the tls yu have t build yur charts and tables. Figure 7. When creating a reprt yu can update each chart and table. In the Charts and Tables pp-up there are several ptins (Figure 7). 1. Click n Click here fr help custmizing reprts fr help and tips. 2. Use the drag and drp feature ( ) t change the rder the tables will appear. 3. Click n the pencil icn ( ) t edit the way the chart itself will display. Yu can als remve the table by clicking n the red X. 4. Add additinal charts r tables. 5. Apply the changes yu have made. 6. Clse the windw withut saving the changes yu made. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 10
Revisin Date: 12/31/2012 Figure 8. T edit what is displayed n the chart r table, click n the pencil icn t the right f the chart r table yu want t edit. Each clumn will have a drp dwn f ptins t change what is displayed. Each reprt type will have different ptins n what yu can display n charts and tables. Belw is an verview f what yur ptins are fr charge reprting. Chart type: Chse t display yur chart as a Stacked bar, Line, Pie r Data table. Grup by: Grup the data by Cre, Lab, Department, Institutin, Center, Wrk status f the charge, Billing status f the charge, Billing event status f the billing event the charge was included n, Price type (i.e. Internal r External), Custmer, Service type r Request name. Value t reprt n: Chse if yu want the numerical value n the chart t be by Ttal Mney, Average Mney r by Quantity. Display data by: Chse t display the data by Week, Mnth, Day f Week r by the Hur. Als grup by: Yu can als grup the charts by a secnd value which will display multiple charts by Cre, Lab, Department, Institutin, Center, Wrk status f the charge, Billing status f the charge, Billing event status f the billing event the charge was included n, Price type (i.e. Internal r External), Custmer, Service type r Request name. These Als grup by ptins will display multiple tables listed by the secnd grup by ptin chsen. After yu have set yur dates and charts and tables, click n Run reprt! t have the reprt displayed. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 11
Revisin Date: 12/31/2012 On the left side f the reprting page are search and filter ptins. Depending n the reprt type yu are reviewing, yu may see different ptins. In general yu will be able t filter by lab, by cre, by service, by payment number and much mre. After yu chse what yu want t filter fr, click n Apply Filters t update the reprts. Figure 9. When n the reprts page, click n the filter ptins t filter fr different data t have displayed n yur reprt. After yu chse yur reprt settings and filter, yu can then review yur charts and tables. Stacked bar charts display data as a bar chart. Yu als can chse t display data in a line chart, pie chart r data table. On all f the charts yu can hver ver the data pint t see mre infrmatin. Each chart will display the tp ten results. Yu can hver ver the different sectins t see the quantities f each sectin n the chart (Figure 10). 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 12
Revisin Date: 12/31/2012 Figure 10. Chse t display a table by stacked bar graphs. The tp ten results will display. Data tables display as many values yu chse t shw in the upper right hand crner f the table. Yu can als search fr a specific key wrd n the table and chse t see the next page f the data at the lwer left crner by clicking n Previus r Next. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 13
Revisin Date: 12/31/2012 Figure 11. The data table will display all values. By default, each page f the data table will shw ten entries. Yu can chse t shw mre entries per page, search fr a specific keywrd r chse t view the Next r Previus page n the table. After yu have generated the reprt yu desire there are several ptins fr yu t d. Yu can exprt the data as a CSV, XLS r the charts and tables t a PDF. Yu can als chse t save the reprt fr future reference. Nte: If yu save the kind f reprt yu will run ften, yu can pen the saved reprt, update the dates then save the new reprt. Yu can als make a saved reprt the default s any time yu land n the reprting page, yu can just lad the default saved reprt, update the dates, then run the new reprt with the saved setting, then save as new. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 14
Revisin Date: 12/31/2012 Figure 12. Hver ver the Exprt buttn t see exprt ptins. Nte: the exprt will nly include data that is displayed n the reprt at the time f exprt. Figure 13. Click n Save t save yur new r existing reprt. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 15
Revisin Date: 12/31/2012 Figure 14. Navigate t the Reprting Hme page; yu can set which save reprt shuld lad as the default reprt. Yu can als delete a saved reprt by clicking n the red X t the right f the reprt name. Request Reprting Unlike Charge Reprting, Request Reprting gives yu high-level data abut entire prjects r prject requests made t cre facilities. Here yu can run reprts relevant t requests by status, assigned wrker, and current milestne. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 16
Revisin Date: 12/31/2012 Figure 15. The Requests reprting allws yu t run reprts n prject requests, nt just n the charges within the request. Each reprt type will have different ptins n what yu can display n charts and tables. Belw is an verview f what yur ptins are fr Request reprting. Chart type: Chse t display yur chart as a Stacked bar, Line, Pie r Data table. Grup by: Grup the data by Lab, Department, Institutin, Center, Custmer, Cre, State (the status f the request), Wrker (the assigned cre member), Request Name (ID). Value t reprt n: Chse if yu want the numerical value n the chart t be by Ttal prjected cst, Average prjected cst, Ttal actual cst, Ttal prjected vs ttal actual, Number f requests, r Average cmpletin time. Display data by: Chse t display data by Week, Mnth, Day r Hur. Als grup by: Yu can als grup the charts by a secnd value which will display multiple charts. The secndary values include, Lab, Department, Institutin, Center, Custmer, Cre, State (the status f the request), Wrker (the assigned cre member), and Request Name (ID). 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 17
Revisin Date: 12/31/2012 Event Reprting Event reprting is available fr yu t reprt specifically n calendar reservatins and resurce usage. On this tab yu can lk at event reservatins in the future and the past. Yu als have calendar specific filters such as filtering fr reservatins r unavailable (maintenance) events. Figure 16. Use Event reprting t analyze equipment (resurce) usage. Each reprt type will have different ptins n what yu can display n charts and tables. Belw is an verview f what yur ptins are fr Event reprting. Chart type: Chse t display yur chart as a Stacked bar, Line, Pie r Data table. Grup by: Grup the data by Equipment (calendar), Lab, Department, Institutin, Center, Custmer, Type, r Price Type. Value t reprt n: Chse if yu want the numerical value n the chart t be by Actual time, Scheduled time, percent scheduled time, Actual cst, Scheduled cst, Actual vs scheduled time, Actual vs scheduled cst, r Number f events. Display data by: Chse t display the data by Mnth, Week, r Day. Als grup by: Yu can als grup the charts by a secnd value which will display multiple charts by Equipment (calendar), Lab, Department, Institutin, Center, Custmer, Type, r Price Type. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 18
Revisin Date: 12/31/2012 If yu have any questins r cmments, please cntact us at supprt@ilabslutins.cm. 2006-2013 ilabslutins, LLC This dcument is intended fr ilab users nly and shuld nt be distributed t third parties. 19