Report Templates¶
Templates provide pre-defined report structures with sections appropriate for specific use cases. Starting from a template saves time and ensures consistency across reports.
Using a Template¶
- Click New Report from the Reports section.
- Select From Template.
- Browse the available templates.
- Select a template to preview its sections.
- Click Use Template to create a new report with the pre-defined structure.
The template creates the report with all sections in place. You can then add content manually or use AI Auto-Fill to populate each section.
Available Template Types¶
Clinical Variant Report¶
Designed for clinical laboratory reporting of variant findings.
Sections included:
- Patient Information
- Sample Information
- Methods
- Results
- Variant Summary Table
- Interpretation
- Recommendations
- Limitations
- References
Research Summary Report¶
A concise report format for documenting research analysis findings.
Sections included:
- Study Overview
- Sample Description
- Analysis Methods
- Variant Statistics
- Key Findings
- Discussion
- References
Pharmacogenomic Report¶
Focused on drug-gene interactions and prescribing implications.
Sections included:
- Patient Information
- Pharmacogene Panel Results
- Drug-Gene Interaction Summary
- Prescribing Recommendations
- Variant Details
- Methods
- Limitations
- References
Comprehensive Genomic Report¶
A detailed report covering all aspects of genomic analysis.
Sections included:
- Executive Summary
- Patient and Sample Information
- Methods and Quality Metrics
- Variant Classification Summary
- Pathogenic and Likely Pathogenic Variants
- Variants of Uncertain Significance
- Pharmacogenomic Findings
- Secondary Findings
- Interpretation and Clinical Significance
- Recommendations
- Limitations and Disclaimers
- References and Data Sources
Customizing Templates¶
After creating a report from a template, you can customize it freely:
- Add sections: Insert additional sections not included in the template.
- Remove sections: Delete sections that are not relevant to your analysis.
- Rename sections: Change section titles to match your organization's conventions.
- Reorder sections: Drag and drop to rearrange the report structure.
Creating Custom Templates¶
To save a customized report structure as a reusable template:
- Create a report with the sections and structure you want.
- Open the report settings menu.
- Select Save as Template.
- Enter a template name and description.
- The template is saved and available for future reports.
Custom templates appear alongside the built-in templates when creating new reports.
Organizational consistency
If your team uses a standard report format, create a custom template once and share it through your project. All team members can then create reports with the same structure.
Template and AI Auto-Fill¶
Templates work seamlessly with AI Auto-Fill. When you use Auto-Fill on a template-based report:
- The AI recognizes the section type and generates content appropriate for that section.
- Section titles from the template guide the AI's output (e.g., "Pharmacogenomic Findings" produces drug-gene-focused content).
- You can Auto-Fill all sections sequentially or selectively fill only the sections where AI assistance is most valuable.