Analytics
The Analytics screen shows how many of your appointments have been billed and how many have not, plotted over time. At a glance you can see whether any billing is being left behind. You can adjust the period shown and switch the data between hours and revenue, per day or per week. The screen is intended for practitioners and practice administrators with billing access.
Overview
| Route | /analytics |
| Audience | Practitioner, management |
| Required permission | billing.read |
The chart is a stacked bar chart: for each time slot you see the billed, the not-yet-billed and the scheduled portion side by side. The chart updates automatically as soon as you change a filter.
How it works
The chart reads no standalone "status" off an appointment; instead it derives everything from two things: the appointment's final status and whether a billing line is already attached to it. This section explains exactly what the bars count, so you know what you are looking at.
What counts as billed
Every appointment falls into one of three categories, stacked as separate colours in the bar:
| Category | Meaning |
|---|---|
| Billed | The completed appointment has a billing line that counts toward invoicing. Lines explicitly excluded from billing do not count. |
| Not billed | The appointment is completed, but no (counting) billing line is attached yet. This is your outstanding backlog. |
| Scheduled | The appointment still lies in the future (status scheduled or confirmed) and is therefore not yet completed. |
Appointments with the status cancelled or no-show count in none of the categories — they do not appear in the chart.
Hours and revenue
The Display toggle controls what a bar measures:
- Hours — For billed and not-billed appointments the actual duration of the appointment is counted; for scheduled appointments the planned duration (which is not yet fixed). All three categories therefore have an hours value.
- Revenue — The euro amount comes straight from the billing lines. Only billed appointments therefore have a revenue value. Not-billed and scheduled appointments sit at zero in the revenue view: as long as there is no billing line, no tariff is known yet.
So the not-billed bar in the hours view shows how much work is still waiting to be invoiced, while the revenue view shows purely the income already recorded.
Time bucketing
Appointments are grouped by their appointment date — the day the appointment takes place — and not by the date on which you created the billing line. An appointment from last week that you bill this week therefore stays in last week's bar.
When grouping by week, Scrivio follows ISO week numbering: a week runs from Monday through Sunday and gets the corresponding ISO week number (for example, 2024-W03).
Which appointments you see
The chart is organisation-wide: it counts all appointments within your organisation, regardless of which practitioner carried them out. It is therefore not a view of only your own appointments. Because the screen shows billing data, the billing.read permission is required to open it.
Set the period
At the top of the screen the Start date and End date fields set the period the chart covers. It defaults to the last three months.
| Field | Required | Description |
|---|---|---|
| Start date | Yes | First day of the period. |
| End date | Yes | Last day of the period. Must be on or after the start date. |
While the end date is before the start date, the chart is not updated. As soon as you have chosen a valid period, the data loads automatically.
Switch the time unit
The Time unit toggle controls how the bars are grouped on the time axis:
- Day — one bar per day.
- Week — one bar per week (default).
Choose Week for an overview across a longer period, and Day to zoom in on a short period.
Switch the metric
The Display toggle controls what the chart shows:
- Hours — the number of hours of appointments (default).
- Revenue — the corresponding revenue in euros.
The time-unit and metric choices combine: for example, you can view unbilled revenue per week over the last quarter.