Example: The user wants to prepare a utilization review report for all the distributed samples. Return all specimens/segments/samples distributed in the past year.

  1. Select queries from the dashboard and click on '+Create'. This is a report for orders that are already processed. Thus, click on ‘Specimen’ and type order status in the search field. Click on  ‘Order Status’ and select ‘Executed' as the value.
  2. To add specific personnel who performed the order, click on 'Order' under the specimen section and select the 'Order Requester Name' field to add a researcher or site admin.                                                                                                         
  3. To collect all the samples/segments, select 'Specimen', click on 'Specimen Label' and mark 'All' as the operator.                                                                                                                                                                                                                                                                                                                                                                            
  4. Since the user wants to collect only distributed samples, click on 'Order' under the 'Specimen' section and select 'Specimen order Status'. Add 'DISTRIBUTED_AND_CLOSED ' as a value for the specimen order status.                                                                                                                                                                                                                                       
  5. To specify the collected samples' dates, click on 'Distribution Event’ under ‘Specimen' and select' Execution Date'. As mentioned in this example, the user is looking for samples collected in the past year in this example, 2021. Select 'All' as the operator and click on 'Parameterize Filter', which allows the user to change the condition, in this case, date range, at the time of the query.