Three screens are called analytics. This is the third
People quote a figure from one while looking at another and the numbers never reconcile. Tell them apart by what they are for.What you’re looking at
The index is headed Analytics, with a subtitle counting what you can open — “{n} reports available for this clinic. Each one covers a period you choose and can be exported.” Cards are grouped under Clinical, Operations and Money, in that order. Opening one gives you the same workbench every time:
A footer note states the arithmetic: “Figures are aggregates for the selected period. Periods longer than 12 months are shortened server-side.”
The empty states. A period with no activity reads No data for this period — “Try a longer period, or check back once there is activity.” A report that returns nothing to tabulate reads Nothing to tabulate. If the index itself is bare it reads No reports available.
The reports a lab sees
Twelve, in the order the index groups them.
Quality Control is gated on the feature only — a manager who cannot open the QC bench can still read the report about it. (A Review QC runs toggle existed until August 2026 and was never read by anything; it has been removed.)
Invoiced or collected — pick one and say which
The Revenue report’s two scopes are the single commonest reason two people quote different numbers for the same month. Invoices is what you billed; Payments is what actually arrived. An invoice raised and never paid is a large number under one scope and nothing under the other. Every other money figure in the lab — Lab Analytics, the owner summary, referral commissions — is worked out on money collected, so Payments is the scope that reconciles against them. See Payments.Run a report
1
Open it from the index
Select the card. Reports your plan or your permissions do not cover are not listed at all.
2
Set the period
A date-range picker sits on the right. Pick any window — click a single day for that day alone, or a start day and an end day for a span of any length. It opens on the last thirty days. Everything below follows it. Expiry Risk has no period — it is a snapshot, labelled As it stands now.
3
Narrow with a scope, where there is one
On Diagnostics and Turnaround Time, pick Laboratory or Radiology. On Revenue, pick Invoices or Payments.
4
Read the table, not just the chart
Switch between Over time, Breakdown and Summary. The chart shows the shape; the table is what you can defend a decision with.
Take a copy away
Select Export above the data table and choose CSV — this view or Excel (.xlsx) — this view. Both take exactly what is on screen — the period, the scope and the table view you have selected — so change the view first, then export. A CSV confirms with Exported and “{n} rows · {period}. Opens in Excel, Numbers or Sheets.” A failed workbook confirms with Not exported and the reason.Who can do this
Role decides whether Analytics appears in the sidebar; a feature on your plan decides whether a report exists; a permission decides whether a gated one is offered to you. All three are separate, and the failure looks different in each case.
A Lab Scientist is denied Executive, Lab Analytics and Referral Commissions outright — bench roles get the bench, not the lab’s revenue. A QC Officer reaches quality and turnaround reporting and nothing that alters a record, which is the whole point of the role.
Two behaviours surprise people:
- Enforcement is opt-in, per person. Somebody never saved in the permissions sheet is unrestricted, and the sheet warns “Saving starts enforcing”.
- A denied action is recorded; an allowed one is not. A figure you are not entitled to see renders hidden or as a dash — never as a zero, which would read as real data.
Check it worked
- The report opens with tiles that change when you change the period.
- The data table has rows under Breakdown, not Nothing to tabulate.
- Export produces a file whose row count matches the Exported toast.
- The Payments scope of Revenue agrees with the Total Collected figure on Payments.
Common issues
Two people quote different revenue for the same month
Two people quote different revenue for the same month
One is reading the Invoices scope and the other Payments. Agree which before you argue about the number — every other money figure in the lab is collected money.
A report I was told about is not on the index
A report I was told about is not on the index
Either the feature is not on your plan, or the permission is not on your account. They have different fixes: Change your plan for the first, Permissions for the second.
A report link gives a page-not-found
A report link gives a page-not-found
That is what a permission-denied catalogue report looks like — it is not listed and its address does not resolve. Ask an owner or manager for the grant named against it in the table above.
“No data for this period”
“No data for this period”
Nothing happened in the window you picked, or nothing has been completed yet. Widen it to a year before assuming the report is broken.
Expiry Risk ignores the period I picked
Expiry Risk ignores the period I picked
It has no period. It reads As it stands now — a snapshot of what is at risk today, not a range. See Reagents and consumables.
Revenue by referring doctor is empty
Revenue by referring doctor is empty
Orders are not being attributed to referrers at intake. The referrer must be picked on the intake or order form — see Referring doctors.
The export has fewer rows than the chart suggests
The export has fewer rows than the chart suggests
Export takes the table view you are on. Switch to Breakdown or Over time first, then export again.
FAQ
Which of the three analytics screens should I use?
Which of the three analytics screens should I use?
Executive for the two-minute morning read, Lab Analytics for trading trends and mix, and this catalogue when you want one subject in depth with an export. They are not different views of one dataset — they answer different questions.
Is opening a report logged?
Is opening a report logged?
Yes. Viewing and exporting a report are both written to your audit log with your name and the time, because reports aggregate patient work. That is a HIPAA requirement, not a setting.
Can I schedule a report to arrive by email?
Can I schedule a report to arrive by email?
Not from here. Export it yourself, or read the owner summary, which arrives as a morning digest email — see The owner summary.
Why can a QC Officer see turnaround time?
Why can a QC Officer see turnaround time?
Both quality and turnaround are oversight of how the lab performs rather than changes to a patient record, so they travel together on that role. See Turnaround time.
Can I go back more than 12 months?
Can I go back more than 12 months?
Not on this screen — twelve months is the longest period, and anything longer is shortened for you. Export successive periods and join them outside the product.