Location Summary Reports pull sampling data for one or more locations into a single table you can review and export. You choose the locations, outfalls, date range, and exactly which columns to include — then generate the report and download it as CSV.

This is the reporting tool to use for surcharge and cost-recovery billing, or any time you'd otherwise export sampling results and reassemble them in a spreadsheet.

The Report Configuration panel opens. You can collapse it once your report is generated to give the results more room.

When more than one outfall is available, a Select All option appears at the top of the outfall list.

⚠️ Changing your locations clears outfalls that no longer apply. If you remove a location, any outfall you'd selected for it is dropped from the report.

Under Date Type, pick one:

⚠️ You can't report on future dates. Both date pickers stop at today, and the end date can't be earlier than the start date.

Reports filter on each sample's end date. A sample that started inside your range but ended after it won't appear.

Set Display Format:

Click + Add Column and pick a column type. Add as many as the report needs; remove one with the delete icon beside it.

A few things shape what's on offer:

⚠️ A report can cover at most 25 analytes. Past that, generating fails with maximum 25 analytes allowed.

A report only reads from submitted sample reports.

Anything not yet submitted is excluded — a scheduled report still being filled in contributes nothing, even if results have been typed in. Retracted submissions are excluded too, so a report that was retracted and resubmitted is counted once, not twice.

⚠️ This is the usual reason data looks missing. If a result you expect isn't there, check that its sample report has actually been submitted before checking anything else.

Click Generate Report. The button reads Generating... while it runs, then the results appear below the configuration panel.

Results are sorted oldest first, then by location A–Z.

If several results share the same date and time, each one gets its own row, so a column may look like it repeats a date. That is expected.

Every report starts with Date, Location, and Outfall columns, followed by the columns you configured. A configured column is named for what it reports, using the unit's full name rather than its abbreviation — so choosing mg/L gives a column headed BOD5, Milligrams per liter Sample Result, and a flow column in gal is headed Flow Result, Gallons.

How values appear:

Each results table has its own toolbar:

Results are paginated 20 rows at a time; you can switch to 10, 50, or 100. You can also sort and reorder columns.

⚠️ Sorting, reordering and hiding columns changes this table only. The Download in One File and Download in Separate Files buttons rebuild the report from your configuration, so they always use the default order and include every column you configured. To capture the table exactly as you have arranged it, use the Download CSV icon in its toolbar instead.

Click Save to keep the current setup for reuse. Save stays disabled until the configuration is complete, so finish filling it in first.

Give the configuration a name that isn't already taken — names are unique across your organization, and reusing one returns a report configuration with this name already exists.

Saved configurations are shared with everyone in your organization. Load one from the dropdown at the top of the panel, or choose New Configuration to clear the form and start over.

Once a configuration is loaded, its name sits at the top of the panel with two controls beside it: a pencil to rename it and a red bin to delete it.

⚠️ Loading a configuration does not always bring back its columns. Check the column list after loading one — if it is empty, Generate Report stays grayed out until you add a column back. Flow Data columns in particular are not currently kept when a configuration is saved.

⚠️ Deleting a saved configuration is permanent.

Your configuration stays on the form if you navigate away and come back, but the generated results don't — run the report again to see them.

💡 Saved configurations don't yet capture every field perfectly. After loading one, check the Calculation on any calculated-result column, re-add any Flow Data columns, and confirm a relative date before you generate.

Once results are on screen, two buttons appear below them:

Exports are prepared in the background. The button shows Starting..., then Generating... while the file is built, and the download begins on its own when it's ready. Cancel Export stops it.

⚠️ Only one export at a time per organization. If a colleague's export is already running, yours won't start and you'll see only one export may be queued per organization. Wait for theirs to finish, or ask them to cancel.

A few limits worth knowing:

To export a single location's table instead of the whole report, use the Download CSV icon in that table's toolbar.