Reports
Reports arranges saved Metric queries into Dashboards, weekly reviews and investor updates, delivered on a schedule and watched for thresholds.
Each Dashboard renders as screens for Humans, Markdown for Agents, and JSON for apps.
Summary
| Part | This System |
|---|---|
| Group | Finance |
| Status | Live |
| Shelf | Front: offered from a Startup’s first days |
You can ask:
- “Show me my numbers”
- “Send me a weekly report every Monday”
- “Export this to a spreadsheet”
What you get
| Part | This System |
|---|---|
| Starts | On for every Startup at creation, with nothing to install. |
| Built from | Analytics, Event streams, Database, Schedules |
Nouns it owns
| Noun | Definition |
|---|---|
| Dashboard | A Dashboard is one unified view of a scope, rendered as Markdown for Agents, screens for Humans, and JSON for native clients. |
Verbs
| Verb | Object | Approval | Event |
|---|---|---|---|
| Dashboard.create | Dashboard | None | Dashboard.created |
| Dashboard.update | Dashboard | None | Dashboard.updated |
| Dashboard.ask | Dashboard | None | Dashboard.asked |
| Dashboard.schedule | Dashboard | None | Dashboard.scheduled |
| Collection.query | Collection | None | Collection.queried |
| Collection.export | Collection | None | Collection.exported |
Events
| Direction | Event | How |
|---|---|---|
| Emits | Dashboard.created | By Dashboard.create |
| Emits | Dashboard.updated | By Dashboard.update |
| Emits | Dashboard.asked | By Dashboard.ask |
| Emits | Dashboard.scheduled | By Dashboard.schedule |
| Emits | Collection.queried | By Collection.query |
| Emits | Collection.exported | By Collection.export |
States
None.
Who operates it
| Part | This System |
|---|---|
| Accountable | Operations Lead |
| Team | Operations Team |
| Seat | A role agent holds it until a Human is seated. |
| Autonomy | supervised |
| Also calls its Verbs | Designer, Sales Engineer, Success Manager, Legal Lead, Compliance Officer, Privacy Officer |
Approvals and limits
None.
Processes that use it
| Process | How it uses it |
|---|---|
| Inbound sales | A step calls Collection.query |
| Retention | A step calls Collection.export |
| Role review | A step calls Dashboard.update |
| Compliance | A step calls Collection.query |
| Legal notices | A step calls Collection.export |
| Notify regulator | A step calls Collection.query |
| Trials and plan changes | A step calls Collection.export |
Rail underneath
None.
Views and dashboards
| View | Shows | Metrics |
|---|---|---|
| Numbers | Revenue, runway and retention for the Startup, read from its own records. | Outside revenue, Default alive, Month-3 retention |
| The Operations Lead’s view | The Metrics its accountable Role answers for. | Liquidity |
Access
What each Access level may call here.
| Access level | May call |
|---|---|
owner | Every Verb (9) |
admin | Every Verb (9) |
member | Every Verb (9) |
viewer | Read only (2 of 9) |
Import and export
None.
Fees and pricing
None.
Availability and limits
| Part | This System |
|---|---|
| Status | Live |
Compliance notes
A Dashboard shows only what the reader’s Permissions let it read.
Controls it carries:
Related Systems
Example
A Multi-human Services-as-Software firm sends its three founders the Monday Role review: revenue from outside Customers, accepted outcomes and runway. When gross margin drops below 60% midweek, the threshold alerts the Finance Lead Agent the same hour.