Reports
Workspace operational and financial KPI screens, plus CSV exports. This is not a general ledger, not tax software, not SaaS billing, and not the Dashboard home tiles.
Reports in the sidebar · /app/w/{workspace}/reports · reports.view; financial columns need financial_reports.view. There is no reports.export permission — CSV uses the same view permission as the screen.
Sidebar Reports appears if the actor has reports.view or financial_reports.view. PLAN1 / Plan & billing graphs are SaaS subscription, not these reports.
Families
Section titled “Families”| Label | Path | Permission | What it is |
|---|---|---|---|
| Operations | /reports |
reports.view |
Work orders, requests, appointments — created/completed/open |
| Financial | /reports/financial |
financial_reports.view |
Invoiced, collected, outstanding |
| Resources | /reports/resources |
reports.view |
Workforce time, inventory quantity events, PM |
| Scheduled capacity | /reports/capacity |
reports.view |
Available / scheduled / remaining (signed) |
| Technician execution | /reports/execution |
reports.view |
Finished work/travel/pause — not payroll |
| Maintenance occurrences | /reports/maintenance-occurrences |
PM capability | Generated is not completed |
Period bar presets: Today, Yesterday, This week, This month, Last 30 days, Custom. Date buckets use the workspace timezone. Dimension filters such as customer/site exist in code but are unused on the V1 dashboards.
Capacity Remaining can be negative (overbooked). That does not block Dispatch. Public booking slots are not this report.
CSV vs page
Section titled “CSV vs page”Export CSV exists on Scheduled capacity, Technician execution, and Maintenance occurrences (max 5000 rows, UTF-8 BOM). Not XLSX. Not a service-report PDF. Operations and Resources are on-screen KPI cards only. Financial offers Export invoices CSV.
Empty result means filters excluded the rows — not “the module is broken”.
What-if
Section titled “What-if”If numbers look wrong: wrong period or workspace timezone; capability off hides those cards; Draft invoices are not Invoiced; Voided payments are not Collected.
If you expect a trial balance: Veldriq does not ship a GL.