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Analyses

The Analyses page displays all soil sample analyses in a table, with search, filtering, printing and report emailing capabilities.

Toolbar

ButtonAction
Add — Create a new record
Columns — Show/hide table columns
Filters — Open/close the filter panel. A red dot indicates active filters
Export CSV — Download table data as a CSV file
Orientation — Toggle between portrait and landscape printing
Print — Generate a PDF of the current view
Help — Open the help dialog
Search — Quick search through table data

Record Actions

Clicking the icon on each row shows:

  • Edit — Open the edit form
  • Preview — View record as PDF
  • Download PDF — Download the record as a PDF file
  • Send Email — Send the record as a PDF attachment via email
  • Delete — Delete the record (with confirmation)

Columns

ColumnDescription
Analysis DateThe date the analysis was performed
ContactCustomer name
Analysis TypeThe type of analysis (e.g. Soil, Foliar Diagnosis)
StatusDraft, Reviewed, Approved or Amended
PaymentPaid or Pending

Filters

Use the filter panel to narrow results:

  • Date From / To — analysis date range
  • Contact — filter by customer
  • Analysis Type — filter by type
  • Status — filter by workflow status
  • Payment — filter by payment status

Actions per record

Each table row has an actions menu (...):

  • Update — navigate to the detail page with measurements and workflow
  • Preview — generate PDF report
  • Download PDF — save PDF report to your computer
  • Send Email — send report to the customer (requires payment)
  • Delete — delete the analysis

See also