Reports
catalog - scheduled runs - sensitive exports - SOC 2 packages
Reports ready
3
2 scheduled
Sensitive exports
3
1 awaiting approval
Evidence controls
1
1 ready - SOC 2 + PCI mapped
Restricted evidence
0
2 immutable stores
| Report | Family | Sensitivity | Cadence | Output |
|---|---|---|---|---|
| Daily portfolio snapshot | Operations | Financial | 0 7 * * 1-5 | CSV + PDF |
| SOC 2 access evidence | Compliance | Restricted | on demand | CSV + JSON |
| Payment activity | Payments | Financial | 0 * * * * | CSV |
| Family | Reports | Coverage |
|---|---|---|
| Operations reports | 1 | Daily portfolio snapshot |
| Compliance reports | 1 | SOC 2 access evidence |
| Payments reports | 1 | Payment activity |
Report operations
generate reports, save filters, and approve retained packages
Export controls
sensitive export gates, approval policy, and immutable evidence
SOC 2 access evidence
RequestedMonthly SOC 2 package export
reports/export-approvals/ffffffff-5301-4fff-8fff-ffffffffffff.json
Payment activity
ApprovedFinance reconciliation packet
reports/export-approvals/ffffffff-5302-4fff-8fff-ffffffffffff.json
Report definition author
manage catalog identity, export policy, typed filter vocabulary, and coherent defaults
Report groups
operator-named catalogs - dashboard quick links pull from flagged groups
Nightly close-day pullsDashboardby Lin Zhao
Bulk operations
report population - command - manage-tier confirm - idempotent per-row execution with audit + evidence
Bulk operations are unavailable right now (API returned 401) — the job queue cannot be shown or mutated.
Scheduled delivery
report runs with recipient controls and retention targets
| Schedule | Cadence | Destination | Next run |
|---|---|---|---|
| Daily operations packet | Every weekday 07:00 ET | operations archive | 2026-05-04 07:00 |
| ACH reconciliation | Every banking day 17:45 ET | finance vault | 2026-05-04 17:45 |
Exports
export run history with output formats, row counts, and evidence keys
| Report | Status | Output | Rows | Requested | Evidence |
|---|---|---|---|---|---|
| Daily portfolio snapshot | Ready | 384 | 2026-04-30 07:00 | reports/portfolio-daily/2026-04-30/evidence.json |
Saved filters
reusable report criteria, personal favorites, and role-pinned shared views
| Name | Report | Scope | Fields | Pinned roles | Favorite | Actions |
|---|---|---|---|---|---|---|
ACH return risk | Payment activity | Team | returnCode, processor, repeatCount | none | ||
Past due by region | Daily portfolio snapshot | Tenant | region, daysPastDue, owner | none |
Evidence center
SOC 2 and PCI packages generated 2026-08-29
CC7.2 - Audit event monitoring evidence
readyDemonstrate that sensitive actions create immutable audit events.
SOC 2 - Compliance - monthly