What this page is for
/portal/reports gives you downloadable reports over your order history - volume by client and a chain-of-custody record, plus an on-time performance report for accounts where that's tracked - covering orders billed to whichever customer accounts your spot is enabled for. /portal/invoices lists your billed invoices and lets you review or dispute one. Reports is only available on multi-site (Dashboard-style) accounts; Invoices is available on most account types (see below).The layout
Reports (/portal/reports)- A day-range selector (Last 7 / 30 / 90 days) at the top.
- On-Time Performance card (only shown for accounts that track it): a percentage, a table of delivered orders with due time vs. delivered time, and a CSV download.
- Volume by Client card: order counts per site, delivered count, STAT count and STAT mix, with a CSV download.
- Chain of Custody card: order-by-order timestamps (ordered, confirmed, picked up, delivered) plus POD notes - audit-ready for CAP/CLIA - with a CSV download.
- Report periods go back up to a year. Any period longer than 365 days is shortened to 365. In a downloaded CSV, a cell whose text starts with = + - or @ (a stop name or POD note, for example) begins with a single quote so your spreadsheet shows it as text instead of running it as a formula.
/portal/invoices)- Three summary tiles: Outstanding, Paid, and (if any exist) Disputed totals.
- A table of invoices with period, total, status, and due date. Click a row to expand its line items (from/to, order type, service, amount).
- On a Sent invoice, a Dispute Invoice button in the expanded view.
- Who sees Invoices. An invoice is the billing account's whole bill, so the Invoices page (and its menu link) appears only when your portal covers that whole account: a lab dashboard, or an office portal that is the only portal billed to its account. A portal tied to one access point in a shared building, or an account shared with another office's portal, has no Invoices page - ask billing for a copy.
Common tasks
- Download a volume or custody report: pick a day range, then click the CSV link on the report card you need.
- Check chain-of-custody on a batch of orders: open Chain of Custody and scan the ordered/confirmed/picked-up/delivered columns, or export the CSV for your records.
- See your on-time rate for the week (if your account tracks it): the percentage at the top of the On-Time Performance card.
- Review an invoice: go to Invoices, click a row to expand it, and check the line items and totals.
- Dispute a charge: expand a Sent invoice, click Dispute Invoice, and describe the reason when prompted. The invoice status changes to Disputed and your billing contact reviews it.
Things that confuse people
- Not every account sees the On-Time Performance card - some accounts intentionally don't get an on-time verdict shown to them; if it's missing, that's expected, not a bug.
- Reports only cover the day range you've selected - widen it if you're missing older orders.
- Once you dispute an invoice you can't un-dispute it from here; the message tells you the billing team will follow up.
- The Invoices totals (Outstanding/Paid/Disputed) only count invoices that have actually been sent - a not-yet-billed period won't show up yet.
- Invoices aren't shown to a spot that's bound to one access point inside a shared building. Invoicing is still done at the whole-account level, and a bound spot is only one tenant on that account, so the Invoices link and page are hidden for it - contact your courier's billing for anything invoice-related. Spots that aren't bound to a shared building, and lab/hub accounts, see Invoices as usual.
Related
- Tracking and History
- Getting Started