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The owner summary is a two-minute morning read: what came in today, how the week is running, and what is stuck. It states its own job in a line — “Today’s intake and the week at a glance — the same numbers as your morning digest email.”

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This is a page you read, not a page you act on

Nothing on this screen changes anything. Every tile is a pointer: it tells you which part of the lab needs you, and then you leave and act somewhere else. Read it top to bottom, pick the one number that is out of line, and go to the screen that owns it.

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What you’re looking at

The heading tells you the scope you are reading. On a single-site lab it reads Owner Summary. On a multi-site lab it reads All Sites, or the name of the site you have picked. Eight tiles sit across the top, then two cards — Top tests this week and Top referring doctors — and, on the all-sites view only, a By site card above them. A refresh control sits beside the heading. Where a figure is honest about not knowing. A turnaround median with nothing behind it reads —. On the all-sites view the three TAT tiles read per site — pick a site, because a median of several sites’ medians would be a made-up number. While the summary loads you see placeholder blocks rather than figures. Nothing on this page invents a zero. The empty state. A lab with no work yet shows zeroes on the counts, and the two cards read No orders yet this week. and No attributed referrals this week. The referrers card stays empty for as long as nobody is picking a referring doctor at intake, even when the orders are arriving.

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Read the morning summary

1

Start with Backlog

It is the only tile that turns red on its own. A backlog climbing day on day means work is arriving faster than the bench clears it, and the fix is on the Worklist, not here.
2

Compare Orders today against the same day last week

Use the This week tile as the reference. A quiet Monday is a Monday; three quiet days is a referrer who has stopped sending.
3

Check the three turnaround medians

A median drifting up is the earliest warning you get of a bench in trouble, and it moves before the backlog does — see Turnaround time.
4

Finish on Reagents at risk

A money figure here is stock you have already bought and will throw away. Act on it in Reagents and consumables while there is still time to use the lot.

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Switch between sites

1

Open the site select

It appears only on a multi-site lab and reads All sites ({n}). A collection centre is marked (center) so you can tell a draw station from a full laboratory at a glance.
2

Pick a site

Every tile re-reads for that site alone, and the heading changes to its name. This is the only way to get a real turnaround median, since the all-sites view will not aggregate them.
3

Jump from By site

On the all-sites view, the By site card lists each site with its order count and today’s takings. Selecting a row switches the whole page to that site.

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Who can do this

Two gates stack here, and they fail differently: a plan gate replaces the page with an upgrade card, while a role gate means the sidebar row never appears. A lab scientist is denied this page entirely, and that is deliberate rather than a fault — bench roles get the bench, not the lab’s revenue. It is the commonest “why can’t I see this” in a new lab, and the answer is that the row is not offered to that role at all. An Accessioning Clerk and a QC Officer are likewise outside it; QC is review-only by design. Two behaviours surprise people:
  • Enforcement is opt-in, per person. Someone 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 is hidden or renders as a dash — never as a fabricated zero. Hiding a row from the sidebar is a convenience, not a security boundary.
See Roles and Permissions.

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Check it worked

  • The heading names the scope you expect — Owner Summary, All Sites, or the site you picked.
  • Orders today matches what the Worklist shows for today.
  • Collected today matches the day’s total on Payments.
  • The figures agree with your morning digest email, because both are built from the same read of the lab.

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Common issues

The summary is included from the Professional Lab plan. View plans on that card takes you to the ladder — see Change your plan.
Correct and intended. The page is not offered to bench roles — see Roles.
The summary could not be read just then. Use the refresh control beside the heading; if it keeps failing, note the time and contact support.
You are on the all-sites view, which will not average several sites’ medians together. Pick a single site from the select to see real figures.
Either the lab has only one site, or multi-branch reporting is not on your plan — see Plans.
Orders are not being attributed at intake. The referring doctor has to be picked on the order form — see Referring doctors.
The predictive expiry-risk feature is not on your plan, so the tile falls back to Reagent alerts — see Reagents and consumables.

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FAQ

Yes — the digest and this page are built from one read of the lab, so they always agree. The page is simply the live version.
No. It is money actually received today. Anything invoiced and unpaid counts as nothing here — see Lab analytics for the same rule applied over a longer range.
This is today and this week, for the owner. Lab Analytics is trends and mix over thirty days or more, on the Business Lab plan — see Lab analytics.
Not from here. The report catalogue is where reports carry an Export — see Reports and analytics.
Yes. Pick it from the site select, where it is marked (center). Its tiles read only its own intake.