Reports
Explore laboratory operations, sales, finance, quality and stock, then create shared custom reports.
Open Reports in the laboratory sidebar. The library contains 18 templates, grouped by business area, alongside reports saved by your team. Search by name or description; pinned saved reports appear first.
Available reports
| Area | Report | What it answers |
|---|---|---|
| Operations | Daily briefing | How many orders are open or held, submitted today, or first completed today? |
| Operations | Intake and output | How do submissions and first completions compare by day? |
| Operations | Work in progress and holds | Which current orders are submitted, active or held? |
| Operations | Turnaround and completion punctuality | How long does first completion take, and was it within the requested date captured at completion? |
| Operations | Production workload | Which unfinished tasks, planned minutes and overdue tasks belong to each room and assignee? |
| Operations | Technician time and output | How much recorded or inferred time and completed work belongs to each operator? Owners and admins only. |
| Sales and clients | Sales over time | What are issued net sales, tax, fees and gross totals after credit notes? |
| Sales and clients | Sales by client and doctor | Which clients and doctors account for net issued sales? |
| Sales and clients | Product sales and mix | Which products and pricing units account for quantities and allocated net sales? |
| Sales and clients | Client activity | Which clients are new, returning or inactive in the selected period? |
| Finance | Aged receivables | What is outstanding today, grouped into current, 1–30, 31–60 and 61+ days overdue? |
| Finance | Collections and cash flow | What completed receipts, refunds and paid expenses moved cash? |
| Finance | Expense analysis | What expenses occurred, by category, supplier or payment status? |
| Quality | Quality control results | What proportion of first inspections passed for each fulfillment revision? |
| Quality | Remakes | How many submitted orders are explicitly recorded as replacements? |
| Logistics and stock | Dispatch and delivery | What was scheduled, delivered, cancelled or returned, and how long was transit? |
| Logistics and stock | Stock and reorder needs | What stock is available, below minimum, or needs reordering? |
| Logistics and stock | Material movements | What changed in the stock ledger, including reversals? |
Run and explore a report
- Open a template or saved report.
- Choose a period and, when available, a previous-period or previous-year comparison. Use custom dates for a specific interval.
- Add filters and select Run report to apply them.
- Read the summary and chart, then inspect the table. Changing table pages does not change the summary or chart scope.
- Select View records on a summary row to inspect its underlying records. Back to summary keeps your original filters. Order and financial document references link to their detail pages where available.
Historical reports use the laboratory timezone and cover up to 366 days per period. An ongoing period stops at today; previous-period comparison uses the same number of elapsed calendar days. Workload, work in progress, stock and receivables are current snapshots and do not accept historical dates. Client activity uses the selected period to classify clients and has no comparison.
The generation time, timezone and data-availability notes appear with the results. Missing history stays Unknown. Completed records without an event date are reported separately because they cannot be assigned to a period. Reopening an order does not move its first completion date. Historical reports retain archived business records; current operational snapshots exclude them.
Create a custom report
Laboratory owners and admins can select Create report, or Customize an existing report to make a copy. All saved reports are shared with the laboratory.
Choose a template or dataset, then select detail rows or summary metrics and breakdowns. Set the columns, date basis, filters, sort order and optional chart. Give the report a name, description, default period and optional comparison. Select Preview, review the result, then Save. Currency and quantity units must remain visible when their measures are selected.
Owners and admins can edit, pin or archive saved reports. The library supports up to 200 active saved reports. If someone changes a report while you are editing it, reload the latest version before saving. Existing reports from the earlier builder keep their original definitions and direct links.
Understand the figures
Sales come from issued invoices less non-voided credit notes, by document issue date. Net sales exclude tax. Product allocations reconcile to document net amounts; fees and unattributed amounts stay visible, and shipping charged to clinics, less any credits of it, is its own Shipping row. These figures do not calculate profit or historical cost of goods sold.
Receivables use current outstanding invoice balances. Cash flow and expenses use their stored reporting-currency amounts. Different currencies are never combined into one total; quantities retain their unit. Stock valuation uses the current unit cost.
Technician time distinguishes recorded timer/manual minutes from inferred minutes. Time belongs to the operator on the time entry and its start date; first task completion belongs to its completion date and assignee. Quality control uses the first inspection of each fulfillment revision, and uninspected orders do not count as passing. Order completion does not establish delivery.
Record remakes
Create and submit the replacement through the normal order workflow. On the replacement order, an owner or admin can open Remake, select an original order belonging to the same client, and choose an active remake reason. Use the root original when there are multiple replacements. Corrections and removal retain audit history. This records the relationship; configure pricing separately.
The remake rate is recorded replacement orders divided by all submitted orders in the period, based on replacement submission date. Earlier remakes are not inferred from discounts, notes or quality-control failures.
Export and print
Select CSV for a spreadsheet download, or Print / Save PDF to use your browser's print dialog. Outputs use the report and filters you have run and fetch a fresh snapshot, including all matching rows up to the export limit. A later export can reflect changes made after the displayed report was generated.
Exports support up to 2,000 rows and 5 MiB. Oversized reports fail explicitly;
narrow the period or filters before exporting. CSV preserves exact decimal
amounts and currency columns, with localized headings and status labels. Rates
in CSV are numeric fractions, such as 0.75 for 75%.
Query and request limits protect shared capacity. If a report exceeds the input limit, reduce its historical range or use a smaller dataset. If the request budget is exhausted, wait for it to reset; repeated identical exports share a 15-minute request limit. Reports run on demand, with no scheduled delivery.