> ## Documentation Index
> Fetch the complete documentation index at: https://help.clinikehr.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Reports, Lab Analytics and the owner summary

> Three different reporting surfaces, what each one answers, and the one definition of revenue that stops people reconciling against the wrong number.

export const AuditNote = ({action = 'This action'}) => <div className="ck-callout ck-callout--info" role="note">
    <p className="ck-callout__body">
      {action} is written to your workspace's audit log with your name, the
      record touched and the time — a HIPAA requirement, and one you can review
      yourself under <strong>Audit Log</strong>. See{' '}
      <a href="/platform/security/audit-log">Audit log</a>.
    </p>
  </div>;

export const StillStuck = ({topic}) => <div className="ck-callout ck-callout--note" role="note">
    <p className="ck-callout__body">
      <strong>Still stuck{topic ? ` with ${topic}` : ''}?</strong>{' '}
      Check <a href="/platform/help/troubleshooting">Troubleshooting</a> first —
      it covers the failures we see most often. If that does not resolve it,{' '}
      <a href="/platform/help/contact-support">contact support</a> and include
      your workspace name and the time the problem happened, so we can find the
      matching entry in your audit log.
    </p>
  </div>;

export const Path = ({steps = []}) => <span className="ck-path">
    {steps.map((s, i) => <span key={i} className="ck-path__step">
        {i > 0 ? <span className="ck-path__sep" aria-hidden="true">
            ›
          </span> : null}
        {s}
      </span>)}
  </span>;

export const Availability = ({editions = ['all'], plans, roles, note}) => {
  const list = editions.includes('all') ? ['clinic', 'pharmacy', 'lims'] : editions;
  return <div className="ck-avail" role="note" aria-label="Feature availability">
      <span className="ck-avail__label">Available in</span>

      {list.map(e => <span key={e} className={`ck-pill ck-pill--${e}`}>
          {EDITION_LABELS[e] || e}
        </span>)}

      {plans ? <span className="ck-avail__label">Plan</span> : null}
      {plans ? <span className="ck-pill ck-pill--plan">{plans}</span> : null}

      {roles ? <span className="ck-avail__label">Who</span> : null}
      {roles ? <span className="ck-pill ck-pill--role">{roles}</span> : null}

      {note ? <span className="ck-avail__note">{note}</span> : null}
    </div>;
};

<Availability editions={['lims']} plans="Lab Analytics needs Business Lab. Executive needs Professional Lab." roles="Owner, Manager and management roles. Bench and imaging roles do not see these screens." />

The lab has **three** reporting surfaces, and they are constantly mistaken for each other. They answer different questions, sit at different addresses, and unlock on different plans.

| Surface           | Where                                         | Answers                                                               |
| ----------------- | --------------------------------------------- | --------------------------------------------------------------------- |
| **Lab Analytics** | <Path steps={['Sidebar', 'Lab Analytics']} /> | How is the lab trading — trends, mix, revenue by test and by referrer |
| **Analytics**     | <Path steps={['Sidebar', 'Analytics']} />     | The report catalogue — one workbench per subject, with an export      |
| **Executive**     | <Path steps={['Sidebar', 'Executive']} />     | Today and this week, for the owner                                    |

## One definition of revenue

On both **Lab Analytics** and the report catalogue, revenue means **money collected, on orders created in the range you picked**. Not money invoiced.

That distinction is the single most common reason two people quote different numbers for the same month. An order raised in March and paid in April counts in March, at the amount collected. An invoice raised and never paid counts as nothing. If you are reconciling against a billed figure, you are reconciling against a number this page does not report — see [Billing and payments](/lims/business/billing).

## Lab Analytics — the lab's own dashboard

Headed **Analytics**, with the subtitle "Trends and mix across drug testing, lab and imaging. Revenue = collected on orders created in the range."

Pick a range — **Last 30 days**, **Last 90 days** or **Last 180 days** — and everything below follows it.

| Tile                         | Reads                                                         |
| ---------------------------- | ------------------------------------------------------------- |
| **Orders**                   | Every order created in the range, across all three work types |
| **Collected revenue**        | Money collected on those orders                               |
| **Patients (lab + imaging)** | With "\{n} new · \{n} returning" beneath it                   |
| **Avg collected per order**  | Your real average ticket                                      |

Below the tiles: **Collected revenue by day**, **Orders by day**, **Revenue by test** and **Revenue by referring doctor**. The last of those is the one to read before renegotiating a commission — see [Referral commissions](/lims/business/commissions).

Lab Analytics needs the Business Lab plan; below it the page reads **Advanced analytics is a Business feature**.

## Analytics — the report catalogue

A catalogue of subject-specific reports. Each opens a workbench with a period select, optional scope tabs, tiles, charts and a data table with **Export**.

| Report                  | Scopes                         | Notes                                                                                  |
| ----------------------- | ------------------------------ | -------------------------------------------------------------------------------------- |
| **Revenue**             | **Invoices** · **Payments**    |                                                                                        |
| **Appointments**        | —                              | Collection slots and bookings                                                          |
| **Patients**            | —                              |                                                                                        |
| **Diagnostics**         | **Laboratory** · **Radiology** | The core report for a lab — volume, turnaround, abnormal rate                          |
| **Referrals**           | —                              | Needs the referral-network capability and "Access the referrer portal"                 |
| **Turnaround Time**     | **Laboratory** · **Radiology** | Needs the turnaround capability and "View turnaround-time analytics"                   |
| **Quality Control**     | —                              | Needs the quality-control capability                                                   |
| **Staff**               | —                              |                                                                                        |
| **Workload**            | —                              | Cross-department load and peak hours                                                   |
| **Reagents**            | —                              | Valuation, turnover and expiry risk                                                    |
| **Expiry Risk**         | —                              | A snapshot as things stand — it has no period picker. Needs the expiry-risk capability |
| **Predictive Analysis** | —                              | Demand, revenue and stock forecasts                                                    |

A report you cannot see is missing for one of two reasons, and they have different fixes: the **capability** is not on your plan ([Change your plan](/platform/plans/change-plan)), or the **permission** is not on your account ([Permissions](/platform/team/permissions)).

The deeper turnaround measure has its own dashboard as well — see [Turnaround time](/lims/lab/turnaround-time).

## Executive — the owner summary

Headed **Owner Summary** (or **All Sites**, or the name of the site you have selected), with the subtitle "Today's intake and the week at a glance — the same numbers as your morning digest email."

| Tile                                                                                     | Reads                                                                        |
| ---------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------- |
| **Orders today**                                                                         | With "\{n} drug testing · \{n} lab · \{n} imaging" beneath                   |
| **Collected today**                                                                      | Today's takings                                                              |
| **This week**                                                                            | The week so far                                                              |
| **Backlog**                                                                              | Everything still open, split the same three ways                             |
| **Lab TAT (7d median)** · **Imaging TAT (7d median)** · **Drug-testing TAT (7d median)** | Seven-day medians. On the all-sites view these read "per site — pick a site" |
| **Reagents at risk**                                                                     | Value projected to expire unsold, with low-stock count                       |

Below them: **By site**, **Top tests this week** and **Top referring doctors**. The site select reads **All sites (\{n})**, and a collection centre is marked **(center)** so you can tell a draw station from a full laboratory.

Executive needs the Professional Lab plan — below it the card reads **Owner dashboard is a Professional feature**. Two parts of the page have their own gates: **By site** needs multi-location reporting, and the reagent-risk tile needs the expiry-risk capability. Without the latter the tile falls back to a plain **Reagent alerts** count.

## Who can open these

A lab scientist cannot open **Executive** or **Lab Analytics**, and that is deliberate — bench roles get the bench, not the lab's revenue. Management roles and the owner get both. Where a permission rather than a plan is missing, the screen degrades quietly to **Analytics is hidden — Needs authorisation from your clinic owner or manager** rather than erroring. See [Roles](/platform/team/roles).

<AuditNote action="Opening a report" />

## If the numbers look wrong

<AccordionGroup>
  <Accordion title="Two people quote different revenue for the same month">
    Almost always billed versus collected. These surfaces report **collected** money on orders **created** in the range. Compare against the payments figure, not the invoice total — see [Billing and payments](/lims/business/billing).
  </Accordion>

  <Accordion title="Revenue looks low in a month you know was busy">
    Work created in the range but paid later has not been collected yet. Widen the range, or check the **Pending** tab on **Payments** for money that was received but never matched to an invoice.
  </Accordion>

  <Accordion title="Revenue by referring doctor is empty">
    Orders are not being attributed to referrers at intake. The referrer has to be picked on the intake or order form — see [Referring doctors](/lims/business/referrers).
  </Accordion>

  <Accordion title="Expiry Risk ignores the period I picked">
    It has no period. It is a snapshot of what is at risk as things stand now — see [Reagents and consumables](/lims/inventory/reagents).
  </Accordion>

  <Accordion title="Executive shows no By site section">
    Either your lab runs a single site, or multi-location reporting is not on your plan — see [Plans](/platform/plans/overview).
  </Accordion>

  <Accordion title="A scientist says the sidebar has no Executive entry">
    Correct, and intentional. Those screens are not offered to bench or imaging roles — see [Roles](/platform/team/roles).
  </Accordion>
</AccordionGroup>

<StillStuck topic="a report" />