Master Your Workflow: Navigating Drop-Downs and New Export Features in Labnext
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Labnext features intuitive drop-down lists and filters on almost every page to help you manage your data seamlessly. |
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Maximize Your Efficiency with Drop-Downs |
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These versatile menus allow you to perform specific actions directly within the list you are viewing: |
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Action Menus:
Found next to the Add buttons, these provide context-specific functions, such as Assign Account Tags, in Settings | Accounts. |
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Quick Deletion: Drop-down arrows next to Edit buttons allow you to quickly delete the item you are viewing Customer Insights:
Use Export to Excel to generate spreadsheets with customer names, addresses, and email contact information. |
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Narrow Your Focus with Advanced Filters |
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Filters are essential for managing large amounts of information by limiting what appears in your active lists:
Case Management:
Use filters in areas like Cases to Ship to find exactly what you need based on dates or specific account criteria.
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Reporting: Filters are integrated into reports, allowing you to set parameters such as date ranges and account tags before running your data.
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New Feature Spotlight:
Export Postings to Excel |
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We are excited to announce our latest update to the Postings table! You can now export your financial data directly to Excel through the filter menu. |
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To use this new feature: - Navigate to Finances | Postings.
- Select Filter on the right side of the screen.
- Set your desired dates and types (such as credits).
- Under Format, choose CSV (Excel).
Pro Tip: Exporting your postings to Excel allows you to use the SUM function to instantly total credits or other financial metrics for your lab. |
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For more details on these exciting features, contact us at
800-565-0923. Our customer support is free for all Labnext subscribers! |
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1220 South 630 East, Suite 100
American Fork, UT 84003, USA |
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