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Why a DA2 report’s totals come out inflated

When a Discern Analytics 2.0 report puts two unrelated child lists side by side, every sum below them is quietly multiplied.

The short version

Take one appointment with three charges and two time entries. If the report shows charges and time entries as two independent lists on the same rows, the extract does not carry three rows plus two. It carries every pairing, three times two, and each charge appears twice, each time entry three times. Sum the units column and you have counted every charge twice.

That is a cross join, and it is one of the most common reasons a DA2 report’s totals do not match the source system.

How to spot it

How to total it correctly

Change the report

Where you own the report, return each child list separately, or aggregate each list to one row per parent before they meet. That fixes every consumer at once.

De-duplicate before summing

Where you cannot change it, reduce each list to its distinct rows per parent, using the columns that identify a charge or a time entry, and only then sum. Never sum the rendered rows directly.

Reconcile once

Pick a few parents, count their children in the source system by hand, and compare. Ten minutes of this settles whether a report’s totals can be trusted.

The same shape also hides a quieter problem: a column that means different things on different rows. Time lost to a cancellation, for example, can sit in the same minutes column as treatment time. Before summing a column, check that every row puts the same kind of thing in it.

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