Dental Lab Analytics

Before you start

• Sign in to the correct company.
• Confirm your role and company subscription allow this module.
• Complete required master data in connected source modules before starting a transaction.
• Use demo or authorized data while learning.

Workspace map

1. Apply month and year presets

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

2. Analyze case and production flow

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

3. Review technician, case-type, clinic, quality, and SLA views

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

4. Audit production-unit quantity coverage

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

5. Open printable quality detail

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

6. Export analytical output

This is a user-visible operational capability in the module. Use it after reviewing the current record, required fields, and available permission; then verify the resulting status or document and its downstream handoff.

Recommended operating sequence

1. Apply month and year presets
2. Analyze case and production flow
3. Review technician, case-type, clinic, quality, and SLA views
4. Audit production-unit quantity coverage
5. Open printable quality detail
6. Export analytical output

Troubleshooting

• If an action is not visible, check role, permission, record status, and plan entitlement.
• If data is missing, correct the source module and refresh this workspace.
• Read the validation message before retrying; an approval or configuration step may be required.
• Do not bypass protected correction or reversal by creating a duplicate record.