Updating Default Sample Report Settings

Default Sample Report Settings 

This panel allows you to edit your preferences for receiving Sample Reports.

This panel can be found in the main User Details screen, as shown below:

Default Settings – The sample report email preference settings are used as a default for all accounts not defined in the Override Sample selections.

• Results emailed per sample when available.
• Results emailed as a summary at a scheduled interval (time-based).
• Results emailed as a summary as a batch of samples (Summary is emailed once all samples received at the lab in a 48-hour period are processed).

Override Report Settings – The sample report email preference settings are used to define sample report notification preference groups by accounts or groups of accounts. The settings here are an exception to the default sample report settings.

• You may assign one or multiple accounts in a single preference group.
• You may setup multiple preference groups.

Quick Steps to Edit Default Sample Report Settings

1. Select the Pencil icon that appears when the section is hovered over. The Update Default Sample Report Settings dialog appears.
   
   

   

2. Choose if the Sample Reports are compressed if sent as a PDF.
3. Choose if Results are Sent When Available.
   1. Use the drop-downs to choose what the user receives in an email.
4. Choose if the user receives Email Summaries.
   1. Use the drop-downs to choose if the user receives emails Per Account or On a schedule. 
   2. Use the drop-downs to choose what the user receives in an email.
5. Input a maximum email size.
6. Select Save.

Note: To disable the default setting, simply uncheck the Send Results When Available and the Email Summary boxes to stop the sample report email notification for all of your accounts.

Note: Users can opt to receive the sample report (PDF) in an even smaller size (80-100kb/file) by checking the ‘Compress emailed sample report files (PDF)’ box. File compression will impact the resolution of the sample report.

Quick Steps to Edit Override Sample Report Settings 

1. Select the Plus icon that appears when the section is hovered over. The Add Account Sample Report Settings dialog box appears.
   
   

   

2. Give the new preference a name.
3. Select the desired Accounts.
   
   1. Use the search bar in the top left to search accounts.
   2. Select on them to add individually.
   3. Select Add All to add all displayed accounts.
   4. Select Save.
4. Choose if Results are Sent When Available.

1. Use the drop-downs to choose what the user receives in an email.

• Choose if the user receives Email Summaries.
  1. Use the drop-downs to choose if the user receives emails Per Account or on a Fixed Schedule. 
  2. Use the drop-downs to choose what the user receives in an email.
• Select Save.

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