Reports

The reports module ships with curated dashboards: Sales pipeline, Revenue by month, Aged receivables, Project profitability, Time-tracking utilization, Lead source attribution, and Ticket SLA breach. Each report renders interactive Recharts visualizations on the client and exposes a CSV/XLSX export from the toolbar. Date ranges, customers, and owners filter every chart in unison; saved views persist per user.

Custom reports are a Phase 7 feature — they'll let you compose a report from a query template + a chart definition stored as JSON, no code needed.

Related endpoints

• GET /api/tenant/reports/sales/pipeline — pipeline by stage.
• GET /api/tenant/reports/finance/revenue — revenue by month.
• GET /api/tenant/reports/finance/aged-receivables — bucketed AR.
• GET /api/tenant/reports/projects/profitability — billable vs cost.
• GET /api/tenant/reports/tickets/sla — SLA compliance.

See the source at apps/web/src/app/(tenant)/reports and apps/api/src/reports.