Generate a Utilization Report

1 In the menu bar, click References > Utilization Report.

Note: The Utilization Report menu item appears only if you are allowed to generate this report.

2 To generate a report for a lab other than your current lab, click the appropriate one in the Lab list.

3 In the Client list, click either All Clients (to generate data for all of the clients that you can access for the chosen lab) or a specific client.

4 Click Add To List.

If you clicked All Clients in the Client list, all of the clients that you can access for the chosen lab appear in the Lab/Client List area of the page. If you clicked a specific client, only that client appears.

You can optionally delete any listed client by clicking the Delete link next to that client’s name.

5 If you clicked a specific client in the Client list and would like to include another client’s data in the report, repeat steps 3–4 until the page displays all of the appropriate clients.

6 If you would like the report to include data from clients affiliated with a different lab, repeat steps 2–5 for each lab.

7 Do one or more of the following:

• Export the data to a PDF file. To view the data in a PDF file, click Export to PDF.

• Export the data to a spreadsheet. To view the data in a spreadsheet, click Export to Excel.

Note: To view the spreadsheet, you must have a supported version of the Microsoft Excel® Desktop App. (Excel Viewer and Excel for the web are not supported.)

• Export the data to a CSV file. To view the data in a CSV file, click Export to CSV.

When you click Export to PDF, Export to Excel, or Export to CSV, if data are available, you are prompted to either open the report or save it. If you open the report, it appears in a separate application window. (If no data are available, a message advises you of this. Click OK.)