Reporting module
Cross-cutting reports, dashboards, audit trail, real-time analytics, embedded BI. All reports support PDF, Excel, and CSV export.
Capabilities
- Report categories — Financial, Sales, Procurement, Inventory, Manufacturing, HR, CRM, cross-module
- Report definitions — Create/update report config; parameters; export formats
- Execution — Run with parameters; format json/csv/pdf/excel
- Financial reports — Trial balance, balance sheet, P&L, cash flow, AR/AP aging, tax summary
- Dashboards — Widgets (KPI, chart, table); refresh; export
- Audit trail — Filter by module, user, date, entity
- Real-time analytics — Live production/sales/inventory/finance metrics; SignalR push
- Embedded BI — In-context widgets (e.g. customer detail, product detail); predictive insights; ad-hoc analysis
- Scheduled reports — Cron; email delivery
- Drill-down — Summary → detail
Example API
GET /api/reporting/reports
POST /api/reporting/execute
GET /api/reporting/financial/trial-balance?format=pdf
GET /api/reporting/dashboards/{id}/data
GET /api/reporting/audit
GET /api/reporting/realtime/production
GET /api/reporting/embedded/{module}/{context}