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Reports

Every dataset in ORKSTRA is reportable. The Reports module gives finance, PMs, and senior management a library of canned reports plus a custom report builder that doesn't require SQL.

Overview​

Three layers:

  • Dashboards — live visual snapshots, role-specific.
  • Canned reports — pre-built reports for common needs (cash flow, P&L, aging, EVM, BOQ status, IPC summary).
  • Custom reports — drag-and-drop builder against the live data model.
Screenshot: Reports library with categories and most-used reports

Key concepts​

Dashboard. A page composed of widgets, role-specific by default. Dashboards refresh in real time.

Canned report. A pre-built report with parameter form (period, project, etc.). Outputs as PDF, Excel, or web view.

Custom report. User-built report combining tables, joins, filters, group-by, calculated columns.

Schedule. A canned or custom report can be scheduled — daily / weekly / monthly delivery to an email distribution.

Permission scope. Reports inherit RBAC scope. A user can only see data their role permits.

Step-by-step: run a canned report​

  1. Reports → Library.
  2. Pick a report (e.g., Aging payables by supplier).
  3. Fill in parameters (period, currency, project filter).
  4. Click Run — view, PDF, or Excel.

Step-by-step: build a custom report​

  1. Reports → New custom report.
  2. Pick the primary entity (project / BOQ / IPC / invoice / etc.).
  3. Drag columns into the canvas.
  4. Add filters, group-by, sort.
  5. Add calculated columns (formulas — basic arithmetic, date functions, conditional logic).
  6. Preview → Save → Share with roles or specific users.

Step-by-step: schedule a report​

  1. Open the report.
  2. Actions → Schedule.
  3. Pick cadence (daily, weekly, monthly), time, recipients (email list).
  4. Pick format (PDF, Excel).
  5. Save — first delivery on the next scheduled tick.

Common tasks​

  • Pin to dashboard: any report can be pinned to your home dashboard.
  • Export to Excel: every report has Excel export with formulas where applicable.
  • Compare periods: most canned reports support period comparison (this month vs. last, this quarter vs. last year, etc.).
  • Public vs. private: reports default to private. Share by user or role.

Report catalog (highlights)​

  • Cash flow forecast — 12-month rolling.
  • Profit & loss by project — drill-down to line item.
  • Aging payables by supplier / by project.
  • EVM dashboard — SPI, CPI, EAC, ETC.
  • BOQ status — claimed vs. planned, % complete.
  • IPC summary — by status, age, value.
  • HSE statistics — LTIFR, TRIR, observations.
  • Quality summary — NCRs open/closed, aging.
  • Equipment utilization — by asset, by project.
  • Sustainability — Scope 1/2/3 emissions, water, waste.

Troubleshooting​

  • "Report shows fewer rows than I expect." — RBAC scope. Some rows may not be visible to your role.
  • "Excel export is huge / slow." — Reports over 100k rows export async — you get an email when ready.
  • "Scheduled report didn't arrive." — Check Admin → Notifications → Delivery log for the report's email status.

Permissions reference​

PermissionWho needs it
REPORT_VIEWMost roles (scoped)
REPORT_CREATEAnalysts, Senior PMs
REPORT_SCHEDULESenior PMs, Finance
REPORT_SHAREOwners of the report

See also: Predictive Analytics, Notifications, Audit Log.