Three screens are called analytics. Here is which is which
Before you go any further: the lab has three reporting surfaces with confusingly similar names. People quote figures from one while looking at another, and the numbers never reconcile. Tell them apart by their address bar, which is unambiguous even when the heading is not.Revenue means one thing here
Revenue is money collected, on orders created in the range you picked. Not money invoiced. Both halves matter, and people trip on each of them:- Collected, not billed. An invoice raised and never paid counts as nothing. If you are reconciling against a billed total, you are reconciling against a figure this page does not report.
- Orders created in the range. An order raised in March and paid in April counts in March, at the amount collected. Widening the range does not move it; it changes which orders are in scope.
What you’re looking at
A range select sits beside the heading and offers Last 30 days, Last 90 days and Last 180 days. Everything below follows it.Read a range
Pick the range deliberately
Read Orders against Collected revenue
Check the mix on Orders by day
Finish on Revenue by test and by referrer
Who can do this
A plan gate and a permission gate stack, and they look different on screen — one offers you an upgrade, the other quietly says the page is hidden.- 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 zero.
Check it worked
- The range select shows the period you chose, and the daily charts start and end on the dates you expect.
- Collected revenue agrees with the totals on Payments for the same orders.
- Orders is at least as large as the count on the owner summary for a day inside the range.
- Revenue by referring doctor lists the practices you know are sending you work.
Common issues
“Advanced analytics is a Business feature”
“Advanced analytics is a Business feature”
Two of us quote different revenue for the same month
Two of us quote different revenue for the same month
Revenue looks low in a month I know was busy
Revenue looks low in a month I know was busy
Revenue by referring doctor is empty
Revenue by referring doctor is empty
Avg collected per order shows a dash
Avg collected per order shows a dash
A colleague sees a different Analytics screen
A colleague sees a different Analytics screen
/u/clinic/analytics, which is a different surface with different filters — see Reports and analytics.FAQ
Can I pick my own start and end dates?
Can I pick my own start and end dates?
Are imaging and drug testing included?
Are imaging and drug testing included?
What counts as a returning patient?
What counts as a returning patient?
Does this page match the owner summary?
Does this page match the owner summary?
Can I export a chart?
Can I export a chart?