Reports Overview

EaseLab provides financial and operational reporting for laboratory management — from daily cash position to referral doctor performance and turnaround time analytics.

Report categories

flowchart TB
    R[Reports] --> F[Financial]
    R --> O[Operational]
    F --> CF[Cash Flow]
    F --> CFS[Cash Flow Summary]
    F --> FS[Financial Summary]
    O --> LAB[Labs Report]
    O --> REF[Referrals]
    O --> TP[Test Performance]
    O --> TAT[Turnaround Time]
    O --> OUT[Outsource Tests]

Access control

Reports use the Report permission group (view-only modules):

Module	Report screen
analytics	Cross-cutting dashboards
patient_activity	Patient volume trends
referral_summary	Doctor revenue share
pending_samples	Work in progress
delayed_samples	SLA breaches
top_tests	Popularity ranking

Financial routes may additionally require finance group view permissions depending on deployment RBAC mapping.

Viewer role

The built-in Viewer role includes analytics.view and patient_activity.view — suitable for investors or external accountants without edit rights.

Navigation

Report	Route
Cash Flow	/reports/cash-flow
Cash Flow Summary	/reports/cash-flow-summary
Financial Summary	/reports/financial-summary
Labs	/reports/labs
Referrals	/reports/referrals
Test Performance	/reports/test-performance
Turnaround Time	/reports/turnaround-time
Outsource Tests	/reports/outsource-tests

Access from main navigation Reports menu — items filtered by permissions.

Common filters

Most reports share parameters documented in Export & Filters:

Filter	Purpose
Date range	Primary time boundary
Collection center	Branch scoping
Department	Bench analysis
Referral doctor	Commission reports
Test / profile	Catalog drill-down
Payment method	Cash flow segmentation

Data freshness

Reports query live tenant database:

• No overnight batch delay for standard screens
• Large date ranges may take longer — narrow filters first
• Deleted invoices excluded from active totals — see audit log

Export options

Format	Use case
Screen PDF	Management meetings
CSV / Excel	Accountant analysis
Print	Wall dashboards

See Export & Filters for column selection and scheduled export patterns.

Financial vs operational

Type	Answers
Financial	How much cash moved? What is revenue net of discounts?
Operational	How fast are results? Which tests dominate? Referral volume?

flowchart LR
    INV[Invoices] --> FIN[Financial reports]
    SAM[Samples] --> OPS[Operational reports]
    FIN --> MGMT[Management decisions]
    OPS --> MGMT

Integration with ledgers

When ledgers are fully adopted, financial reports reconcile with:

• Cash management entries
• Daybook summary
• Patient due / unclaimed

Discrepancies often indicate unposted invoice payments.

Read-only mode

Reports remain fully viewable in read-only mode. Export and print work; scheduled email may be disabled if it requires mutation.

Related documentation

• Financial Reports
• Operational Reports
• Export & Filters
• Ledgers