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

Permission	Who needs it
REPORT_VIEW	Most roles (scoped)
REPORT_CREATE	Analysts, Senior PMs
REPORT_SCHEDULE	Senior PMs, Finance
REPORT_SHARE	Owners of the report

See also: Predictive Analytics, Notifications, Audit Log.