Reports Overview
The Reports hub is the single place to answer questions about your operation with hard numbers: How many units are available? How much stock have we used? What converted from quotation to sale this quarter? Which units are stuck? Each report combines headline KPIs with a detailed, drillable data grid, and every report can be exported.
The hub: permission-gated tiles
Open Reports and you land on a grid of report tiles, grouped by category. Crucially, the hub is permission-gated — you only see the reports your role is allowed to run. There are no greyed-out or hidden teaser tiles; if a report is not in your hub, you do not have access to it, and trying to deep-link to it returns a safe "access denied".
Reports are grouped into these categories:
| Category | Reports | Guide |
|---|---|---|
| Sales | Sales Order (Bookings), Sales Invoices, Detailed Sales, Quotation Conversion, Cancellations & Refunds | Sales Reports |
| Inventory | Available Inventory, Blocked Units Aging, Units by Status, Stock Allocation | Inventory Reports |
| Ownership | Stock Usage by Project, Stock Utilisation | Ownership Reports |
| Operations & Audit | Unit Activity Log | Operations Reports |
| Finance | Finance summaries and analytics | Finance Reports |
| Partnership | Partnership & partner analytics | Partnership Reports |
| Project | Project-level metrics | Project Reports |
Scope: Project Managers see only the subprojects assigned to them; sales roles see sales reports; Finance/Admin see the broadest set. The data inside each report is filtered to what you are allowed to see.
What every report looks like
Open any tile and you get the same consistent layout:
- Filter bar at the top.
- KPI cards — the headline metrics for the report.
- Data grid — the rows behind the KPIs, with server-side pagination and sorting. Most rows drill down to the source record (a unit, a sales order, a quotation).
- Export action.
Common feature: the filter bar
Every report shares the same filtering controls.
Date presets
Choose a ready-made range or a custom one. The default on load is This Month. Presets include: Today, This Week, This Month, This Quarter, This Year, Last 7/30/90 Days, Last Month/Quarter/Year, All Time, and Custom (pick start and end dates).
Date field selector
A report can be measured against different dates. The date field selector chooses which one — for example, the Quotation Conversion report can be measured by quotation date or by sales-order created date. Switching the field keeps your chosen range and re-runs the report.
Advanced filters
An Advanced Filters drawer adds contextual filters per report — stock, unit type, unit status, party, sales person, amount or area ranges, usage tags, and so on. Apply several at once with Apply, or clear them with Reset. Validation runs only when you press Apply.
Mandatory stock. A few reports (notably Stock Utilisation) require a stock to be selected before they will run. The Run and Export buttons stay disabled until you pick one, and you are prompted if you forget.
Common feature: export
Every report screen has its own export buttons — Export CSV, Export XLSX (Excel), and Export PDF. Export re-runs the report with your current filters, so the file reflects the same data set you've narrowed to on screen (not just the page you're looking at). A few things to know:
- The button shows progress and disables while running, then the file downloads automatically.
- The download is served from a temporary link that expires after a few hours — if a link goes stale, just export again.
- Every export is recorded — which report, in which format, with which filters, and how many rows. See the audit trail for how this is captured.
Export formats in detail
| Format | What you get |
|---|---|
| CSV | A plain comma-separated file — best for opening in any spreadsheet tool or importing elsewhere. |
| Excel (XLSX) | A true Excel workbook with a styled header row and auto-sized columns. |
| Currently produces the same tabular data as the CSV export rather than a page-formatted document. Use CSV or Excel when you need the cleanest result. |
A few notes on what's included:
- The file carries the report's full set of data fields (the same fields behind the on-screen grid, including any computed amounts and area figures), not only the columns currently visible.
- Exporting when nothing matches still succeeds — you simply get an empty file rather than an error.
Drill-down
KPI cards and most grid rows are clickable. Drilling down carries your filters across to the matching list or detail page, so you go straight from "42 available units" to the actual 42 units. If you do not have permission for the target, the link is safely blocked.
Where to go next
Pick a category from the table above, starting with Sales Reports or Inventory Reports.