Generating Financial Reports

Overview

Financial reports are used to determine the revenue generated by the invoices raised by the laboratory.

This process is pertinent to laboratory managers who track the financial state of the laboratory.

Process

Financial reports are created using the Revenue application. You need specific rights to have visibility to this application.

Creating a Job Status Report

Jobs within a job status report can be filtered by origin (client, client group or cost centre), analysis focus (section, section group or scheme), job number, job dates and other job properties, and sample type.

Note: At any time in the Financial Report module, press the F5 function key to refresh all job details.

Create the revenue report