LIMS Summaries & Reports - hmislk/hmis GitHub Wiki
Summaries & Reports
The LIMS includes a range of management reports that give the laboratory supervisor, administrator, and finance team visibility into daily activity, revenue, workload, and quality metrics. These reports are accessed from the Lab menu under the Summaries section.
Accessing Lab Summaries
Go to Menu > Lab > Summaries (or Menu > Lab > Summeries — the menu label may vary by version). From here, select the specific report you need.
Available Reports
Daily Summary
Purpose: An overview of all investigation orders received on a specific day.
- Shows total number of tests ordered, collected, received, and reported.
- Filterable by department, date, and investigation category.
- Useful for the daily handover meeting and for tracking workflow bottlenecks.
Income Report / Lab Revenue Report
Purpose: Total revenue generated by the laboratory for a selected period.
- Breaks down revenue by investigation category (biochemistry, haematology, microbiology, etc.).
- Shows cash, card, and credit payment totals separately.
- Can be filtered by department, date range, payment method, or collecting centre.
- Used for end-of-day and end-of-month financial reconciliation.
Investigation Summary
Purpose: Lists the number of times each investigation was ordered in a period.
- Filterable by date range, department, or investigation category.
- Helps identify high-volume tests, seasonal demand patterns, and test utilisation trends.
- Can be exported for use in procurement planning (reagent ordering).
Investigation Summary by Category
Purpose: Aggregates investigation counts by category (e.g., Haematology, Biochemistry, Microbiology).
- Useful for comparing workload between lab sections.
Cancelled Bills Report
Purpose: Lists all cancelled lab bills for a selected period.
- Shows the cancellation reason, the user who cancelled, and the original bill details.
- Used for revenue leakage analysis and quality audits.
Credit Tracking Report
Purpose: Outstanding credit balances per collecting centre or company account.
- Shows bills posted to credit accounts that have not yet been settled.
- Helps the finance team follow up with collecting centres for payment.
Collecting Centre Report
Purpose: Activity summary per collecting centre.
- Total bills, total collections, outstanding credit, and commission payable.
- Filterable by date range and collecting centre.
Workload Report
Purpose: Number of tests processed per department, per analyst, or per analyzer.
- Useful for staffing decisions and analyzer utilisation review.
Inward Order Report
Purpose: Lab tests ordered for inpatients, grouped by ward or department.
- Helps the lab plan capacity for ward rounds and post-operative monitoring.
Exporting Reports
Most summary reports can be exported to:
- PDF — for printing or emailing.
- Excel — for further analysis or sharing with management.
Look for the Export or Download button at the top or bottom of each report screen.
TAT and Workload Analysis
For Turnaround Time (TAT) monitoring and detailed workload analytics, see TAT & Workload Reports.