# Reports

URL: /systems/reports · Id: `system:reports`

> Reports arranges saved Metric queries into Dashboards, weekly reviews and investor updates, delivered on a schedule and watched for thresholds.

Reports arranges saved [Metric](/business/nouns/metric) queries into [Dashboards](/business/nouns/dashboard), weekly reviews and investor updates, delivered on a schedule and watched for thresholds. Each Dashboard renders as screens for [Humans](/business/nouns/human), Markdown for [Agents](/business/nouns/agent), 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](/systems/data-and-insights/analytics), [Event streams](/code/platform/event-streams), [Database](/code/platform/capabilities/database), [Schedules](/code/platform/schedules) |

## Nouns it owns
| Noun | Definition |
| --- | --- |
| [Dashboard](/business/nouns/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](/business/nouns/dashboard/create) | [Dashboard](/business/nouns/dashboard) | None | `Dashboard.created` |
| [Dashboard.update](/business/nouns/dashboard/update) | [Dashboard](/business/nouns/dashboard) | None | `Dashboard.updated` |
| [Dashboard.ask](/business/nouns/dashboard/ask) | [Dashboard](/business/nouns/dashboard) | None | [`Dashboard.asked`](/business/events/Dashboard.asked) |
| [Dashboard.schedule](/business/nouns/dashboard/schedule) | [Dashboard](/business/nouns/dashboard) | None | [`Dashboard.scheduled`](/business/events/Dashboard.scheduled) |
| [Collection.query](/business/nouns/collection/query) | [Collection](/business/nouns/collection) | None | [`Collection.queried`](/business/events/Collection.queried) |
| [Collection.export](/business/nouns/collection/export) | [Collection](/business/nouns/collection) | None | [`Collection.exported`](/business/events/Collection.exported) |

## Events
| Direction | Event | How |
| --- | --- | --- |
| Emits | `Dashboard.created` | By [Dashboard.create](/business/nouns/dashboard/create) |
| Emits | `Dashboard.updated` | By [Dashboard.update](/business/nouns/dashboard/update) |
| Emits | [`Dashboard.asked`](/business/events/Dashboard.asked) | By [Dashboard.ask](/business/nouns/dashboard/ask) |
| Emits | [`Dashboard.scheduled`](/business/events/Dashboard.scheduled) | By [Dashboard.schedule](/business/nouns/dashboard/schedule) |
| Emits | [`Collection.queried`](/business/events/Collection.queried) | By [Collection.query](/business/nouns/collection/query) |
| Emits | [`Collection.exported`](/business/events/Collection.exported) | By [Collection.export](/business/nouns/collection/export) |

## States
None.

## Who operates it
| Part | This System |
| --- | --- |
| Accountable | [Operations Lead](/agents/operations/operations-lead) |
| Team | [Operations Team](/agents/operations) |
| Seat | A role agent holds it until a Human is seated. |
| Autonomy | `supervised` |
| Also calls its Verbs | [Designer](/agents/product/designer), [Sales Engineer](/agents/sales/sales-engineer), [Success Manager](/agents/customer/success-manager), [Legal Lead](/agents/legal/legal-lead), [Compliance Officer](/agents/legal/compliance-officer), [Privacy Officer](/agents/legal/privacy-officer) |

## Approvals and limits
None.

## Processes that use it
| Process | How it uses it |
| --- | --- |
| [Inbound sales](/workflows/processes/inbound-sales) | A step calls [Collection.query](/business/nouns/collection/query) |
| [Retention](/workflows/processes/retention) | A step calls [Collection.export](/business/nouns/collection/export) |
| [Role review](/workflows/processes/role-review) | A step calls [Dashboard.update](/business/nouns/dashboard/update) |
| [Compliance](/workflows/processes/compliance) | A step calls [Collection.query](/business/nouns/collection/query) |
| [Legal notices](/workflows/processes/legal-notices) | A step calls [Collection.export](/business/nouns/collection/export) |
| [Notify regulator](/workflows/processes/notify-regulator) | A step calls [Collection.query](/business/nouns/collection/query) |
| [Trials and plan changes](/workflows/processes/plan-changes) | A step calls [Collection.export](/business/nouns/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](/agents/founding#outside-revenue), [Default alive](/agents/founding#default-alive), [Month-3 retention](/agents/customer#month-3-retention) |
| The [Operations Lead](/agents/operations/operations-lead)’s view | The Metrics its accountable Role answers for. | [Liquidity](/agents/operations#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:

- [Log completeness](/systems/trust-and-governance/controls/log-completeness)
- [Append-only records](/systems/trust-and-governance/controls/append-only-records)
- [Point-in-time recovery](/systems/trust-and-governance/controls/point-in-time-recovery)
- [Processing definitions](/systems/trust-and-governance/controls/processing-definitions)

## Related Systems
- [Ledger](/systems/ledger)
- [Product analytics](/systems/product-analytics)

## Example
A [Multi-human](/agents/operating-models/multi-human) [Services-as-Software](/products/templates/services-as-software) firm sends its three founders the [Monday Role review](/workflows/processes/role-review/monday-role-review): revenue from outside [Customers](/business/nouns/customer), accepted outcomes and runway. When gross margin drops below 60% midweek, the threshold alerts the [Finance Lead](/agents/finance/finance-lead) Agent the same hour.