Export & Filters

Consistent filtering and export practices ensure reports remain accurate, auditable, and useful outside EaseLab — in Excel, accounting systems, and management presentations.

Universal filter model

flowchart LR
    U[User selects filters] --> Q[Query builder]
    Q --> DB[(Tenant DB)]
    DB --> G[Grid view]
    G --> E[Export engine]
    E --> CSV[CSV]
    E --> PDF[PDF]
    E --> PRINT[Print]

Most report screens share a filter bar at the top. Apply filters before export — exported files respect active filters only.

Standard filters

Filter	Type	Notes
Date from / to	Date picker	Inclusive boundaries — confirm timezone (UTC storage, local display)
Collection center	Multi-select	Empty = all centers
Department	Dropdown	From test departments
Referral doctor	Searchable select	Active doctors only by default
Test / profile	Catalog search	Code or name
Payment method	Enum	Cash, card, bank, credit
User / cashier	Staff list	Shift reconciliation
Status	Context-specific	Invoice paid, sample pending, etc.

Default to narrow ranges

Exporting multi-year data slows browsers and obscures recent trends. Start with 30 days, expand as needed.

Date range shortcuts

Shortcut	Use case
Today	Shift close
Yesterday	Morning review
This week	Ops meeting
This month	Finance close
Custom	Audits, tax periods

Financial reports often align to calendar month; operational may use rolling 7 days.

Export formats

Format	Best for	Limitations
CSV	Excel pivot tables	No formatting
PDF	Sharing with doctors	Fixed layout
Print	Wall charts	Browser dependent
Copy	Quick paste to chat	Small datasets

CSV guidelines

• UTF-8 encoding for international characters
• Open in Excel via Data → From Text to preserve leading zeros in MRNs
• Large exports may split — use date chunks

PDF guidelines

• Use landscape for wide financial tables
• Include filter summary in header when printing from browser
• Logo from lab settings appears on branded templates

Column selection

Where column pickers exist:

1. Click Columns or gear icon.
2. Toggle visibility per field.
3. Save as personal default if supported.
4. Export — hidden columns omitted.

Recommended minimum sets:

Report	Essential columns
Cash flow	Date, reference, inflow, outflow, method
Referrals	Doctor, patients, revenue, commission
TAT	Barcode, test, collected, verified, hours
Test performance	Test code, count, revenue

Permission-aware export

Export requires same view permission as the report. Users without analytics.view cannot export analytics datasets even via direct URL guessing — API enforces authorization.

Scheduled / recurring exports

EaseLab standard UI focuses on on-demand export. For recurring delivery:

Pattern	Implementation
Daily email	External script via API + cron
BI warehouse	Nightly DB read replica
Accountant share	Manual monthly CSV + secure transfer

Document your lab's chosen pattern in internal SOPs.

Filter persistence

Behavior	Detail
Session	Filters may reset on logout
Bookmark	Share URL with query params when supported
Saved views	Future enhancement — use browser bookmarks

Data quality checks before export

flowchart TD
    A[Set filters] --> B[Preview row count]
    B --> C{Reasonable?}
    C -->|No| D[Widen/narrow filters]
    C -->|Yes| E[Export]
    E --> F[Spot-check totals]

Check	Pass
Row count	Matches expectation
Sum of revenue	~ financial summary
No duplicate barcodes	TAT report
Date coverage	Full period included

PHI and security

Protected health information

Exports contain PHI. Email only through secure channels. Do not store CSV on public cloud folders without encryption.

Control	Action
Least access	Export permission only for finance
Retention	Delete local copies after import
Audit	Note who exported sensitive reports

Troubleshooting

Issue	Fix
Empty export	Filters too narrow; verify date field
Garbled characters	UTF-8 import in Excel
Timeout	Reduce date range
Totals mismatch	Include deleted invoice timing
403	Missing report view permission

Related documentation

• Financial Reports
• Operational Reports
• How-To: Import / Export
• Reports Overview