Reporting & Exports
One report dashboard grouped by purpose, plus domain-specific export modals for bulk extraction.
9.1 A Single Report Dashboard, Grouped by Purpose
The Reports section is the single home for all standard outputs, grouped by the purpose they serve:
| Report Group | Representative Reports & Audience |
|---|---|
| Board & executive | Asset counts by category, book value summaries, five-year trend charts — the material a CBO takes to a board meeting. |
| Financial & audit | Capital Asset Roll forward, Capital Asset Reconciliation, Depreciation Schedule — the material an auditor requests during fieldwork. |
| Compliance | CSAM 410 Compliance Report, Federal Audit Report, Federal Grant Reconciliation, Ed Code 35168 Report — the material submitted to regulators. |
| Operational | Custody Aging, Maintenance Cost by Asset, License Utilization, Warranty Expiring Soon — the material operational leaders review weekly and monthly. |
9.2 The Report Generation Flow
Generating any report follows the same pattern. The user opens the report, sets parameters (date range, site scope, category scope, group-by), previews the result on-screen, and exports to PDF for print-ready delivery or to CSV or Excel for downstream analysis. PDF rendering uses jsPDF, which produces documents that are consistent across users and printable without further formatting. Because the parameters and outputs are consistent, a report run by one user and a report run by another user on the same parameters produce identical results — an important property for auditability.
9.3 Export Modals for Bulk Extraction
Three domain-specific export modals support bulk extraction beyond canned reports. The Asset Export Modal lets the user choose columns, filters, and format for bulk asset extraction — for example, extracting every active laptop across the district with acquisition cost and current book value for an insurance renewal. The Subscription Export Modal extracts subscription detail for renewal planning, giving the IT director a workbook to work through with vendors. The License Export Modal extracts license inventory for true-up and audit preparation.
9.4 Real Use Cases That Reports Answer
A few concrete use cases illustrate how the reporting layer replaces manual work. For an insurance renewal, the district runs an asset export filtered to active assets with book value above $1,000, grouped by site — what was previously a two-week process of merging spreadsheets from site secretaries becomes a two-minute export. For a year-end board report, the district runs the Capital Asset Roll forward for the fiscal year and the asset counts by category summary, both printing directly into the board packet.
For a grant close-out, the district runs the Federal Grant Reconciliation for the closing grant, producing the exact document the federal program office expects. For a license true-up, the district runs the license utilization report to identify over- and under-provisioned SaaS products; on a $500,000 annual SaaS spend, right-sizing typically returns five to fifteen percent of that spend — $25,000 to $75,000 per year — without reducing any user's productive access. For an insurance claim, the district runs the asset detail with photos and cost basis for the affected asset, producing a single-page submission that shortens the claim cycle.
Saving frequently used parameter sets as report presets eliminates re-entry every month or quarter and ensures that recurring reports are always run against the same parameters — another quiet source of audit-relevant consistency.
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