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Adding Document Number and Test Description to test results
Who is this article for?
Users who want to configure custom reports.
Administration permissions are required.
The Inbox Test Report in common scripts is a predefined report that provides a brief overview of test activity but is missing important fields such as Document Number and Test Description, which are vital for analysis, compliance, and audits.
This article provides step-by-step instructions for creating a customised test report, allowing you to include required and optional fields to meet your specific needs.
1. Creating a custom test report
To create a custom report:
- Open Reports.
- Click Add.
- Enter a Title.
For this one, try "QMS – Test Results with Document Number & Description".
- Set Report Type to Test.
This targets the tests module so you can access test-related fields.
- Click Add or Save to open the Report Designer.
2. Adding fields
Choosing the correct fields is key for effective troubleshooting, compliance, document integrity, version control, and accountability:
- Document ID (System) – For document traceability.
- Title (System) – Document or test description.
- Revision Number (System) – For version control.
- Date Approved / Date Reviewed / Date Started (System) – Key timeline indicators.
- Approved By / Reviewed By (System) – Accountability tracking.
- Description (Text) – Additional context for the document.
- Standards (System) – Compliance references.
Use filters to narrow down results:
- Date Approved / Date Reviewed – For audit periods.
- Current Revision – To focus on active versions.
- Document Manager / Editor – For responsibility tracking.
- Location / Laboratory – For site-specific compliance.
- Custom Fields – For QMS-specific checks like PPE usage or CA plan dates.
Save multiple filter sets (when supported) to switch quickly between audit, calibration, or general monitoring views.
3. Configuring report security
To guarantee security, we recommend assigning View permissions to specialised roles, sich as Quality Manager or Auditor.
Ensure compliance with data privacy policies when including user details. You can user multiple filters to get the specific data you need.