Meet Your New Cases Activity Report!
|
|
Hey Labnext Team!
While your Dashboard Events section gives a great snapshot of daily metrics like new cases, arrivals, shipments, and tasks, we wanted to give you an even clearer view.
We are excited to introduce the Cases Activity Report—a brand-new feature designed to give you deeper insight into your daily new and arrived cases! Here is a quick guide on how to access and use it: |
|
Step 1: Access the Report |
|
Navigate to Reports in your top navigation bar. Under the Case Management section, scroll down to the bottom and select Cases Activity. |
|
Note: Data collection for this report officially began on August 24, 2026, and will track all activity moving forward. |
|
Step 2: Set Your Parameters |
|
Customize your view by setting your date ranges and applying filters: - Exclude Specific Activities: Filter out Arrived Lab Cases, Arrived Account Cases, Arrived Try-In Cases, or Cases Removed From On-Hold as needed
- Count Multiple Daily Actions: Check this box to track a case across each activity it undergoes in a single day, rather than just showing its final status
|
|
Step 3: Review Your Insights |
|
Run the report to get a clear breakdown of your Summary and Details. |
|
Quick Tip on DDX Cases: Cases entered by an account via DDX appear in your daily total right away, but won't shift into your "Arrived" counts until they are formally marked as arrived. |
|
Missed a Past Newsletter? |
|
Catch up anytime! Find all past newsletters, feature updates, and helpful guides in the Learn & Support section of our website. |
|
For more details on these exciting features, contact us at
800-565-0923. Our customer support is free for all Labnext subscribers! |
|
1220 South 630 East, Suite 100
American Fork, UT 84003, USA |
|
|
|
