How do I export a monthly report of samples from ForneyVault®?

This report will provide a list of samples in a User specified date range that can be used for invoicing of client work.

  1. After logging into ForneyTools, click the Data Mgmt link on the left navigation menu then select Export Samples. 

  2. Select the filter criteria you would like to include in the report.
    1. Lab: Select an individual lab or all labs under your company.
    2. Specimen Type: select a specific specimen type or all types identified in your selected date range. 
    3. Date Filter: Select a filter of Sample Date or Received Date. 
    4. Input type: Select a filter based on a specific time frame or by month.
    5. Month: If you selected an Input Type of "Month," select your desired month. 
  3. The Sample Count field will display the matching records found in ForneyVault. 
  4. To generate an Excel document containing your records select Export.