To generate a custom report
1. Open the appropriate tab. See:
• The Panel Statistics tab: See Reviewing Panel Statistics.
 | To generate an Action List report, you must first create the Action List to open the Action List tab. See Creating an Action List. |
2. Right-click the data that are you including in a custom report, and then select an appropriate option:
• Add Selected < > to Custom Report—Adds only the data that you select to the custom report. You must CTRL-click to select multiple items for inclusion in the report.
• Add All to Custom Report—Adds all the data that is currently displayed in the pane to the custom report.
| | For both options, only the columns that are shown in the pane can be selected for inclusion in the report. Hidden data columns cannot be selected. See To show/hide columns in a tab pane. |
3. On the Geneticist Assistant main menu, click Reports > Custom Report.
The Custom Report dialog box opens. All the data that you are including in the report is displayed in the Sections and Tables pane of the dialog box.
4. Optionally, if data has been selected in error for the custom report, or you want to remove some selected data before you generate the report, right-click the entry in the Sections and Tables pane, and on the context menu that opens, click Remove Selected Row.
| | If you previously generated a custom report, and you did not click Clear All before you clicked Cancel, or closed the report dialog box, then any new information that you select on any tab for inclusion in a custom report is simply appended to this existing report. |
5. Leave the report type set to the default value of ..csv, or select .xml.
6. Optionally, to include active hyperlinks in the saved reports, select Export Hyperlinks.
7. Optionally, for reports that contain variants, such as the Sample report, the Variant report, or the Action List report, select one or both of the following:
• HGVS Coding/Translation: separate row, separate columns: If multiple transcripts are shown for the HGVS Coding or HGVS Protein for a variant, then select this option to create a separate row for each transcript and two separate columns—one for the transcript ID and one for the actual call—within each row.
• Report Supporting Info For Variants: If supporting information has been added for any of the variants for which you are generating the report, then select this option to include this supporting information in a separate Supporting Information section in the report.
8. Do any or all of the following:
Option | Description |
|---|---|
Click Preview | To preview the report in the Preview pane on the Report dialog box before you print it and/or save it. After you click Preview, two new options become available: • Close Preview—Close the Preview and leave a blank Report dialog box open. • Refresh—Refresh the preview in real time. |
Click Save As | To save the report. You must specify the name of the report and the location for the saved report. |
Click Print | To print the report. |
Save to Database | To save the report to the Geneticist Assistant database. When you select this option, a Report Name dialog box opens. Regardless of the options that were selected, the report name is always given the same default name, Custom_Report. 1. Rename the report. 2. Click OK. Note: You should rename the report, even though you are not required to do so. Each custom report is saved at its own entry with a unique date and timestamp in the Geneticist Assistant database; however, if you do not change the report name, then each entry is also displayed with the same name in the appropriate Reports pane and therefore, one entry is not distinguishable from another. |
9. Click Clear All.
| | This ensures that information that is selected for a new custom report is not simply appended to an existing report. |
10. Click Close to close the Report dialog box.