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Documentation Index

Fetch the complete documentation index at: https://docs.encoreos.io/llms.txt

Use this file to discover all available pages before exploring further.

The Report History page (/fa/reports/runs) shows all past report executions with their status and download links.

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Overview

The Report History page displays an execution log of all previously generated reports for the current organization. Users can filter by report type and status. The page renders the results in a ReportRunsTable component. Supported report types include: trial_balance, balance_sheet, stmt_activities, cash_flow, functional_expenses, and grant_compliance. Status values include completed, failed, pending, and running.

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Who it’s for

No explicit permission gate on this route.

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Before you start

  • Reports must have been generated previously to appear here.

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Steps

View report history
  1. Navigate to /fa/reports/runs.
  2. Optionally filter by Report Type and Status.
  3. Browse the execution history table.
Download a completed report
  1. Locate the completed run in the table.
  2. Use the available download action on that row.

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Key concepts

  • Run: A single execution of a report definition, tracked via the useReportRuns hook and fa_report_runs table.
  • Status: Observed values are completed, failed, pending, running.

Finance & Revenue

Finance & Revenue core overview.

Governance & parity

This page documents shipped product behavior. It is not medical, legal, or billing advice. Verify against your organization’s policies and applicable regulations before using it for clinical, compliance, or billing decisions. Protected health information (PHI) shown in the product is governed by your tenant’s access controls and is never exposed in this documentation.
  • src/routes/fa.tsx
  • src/cores/fa/pages/ReportRunsPage.tsx
  • src/cores/fa/hooks/useReportRuns.ts
  • src/cores/fa/components/ReportRunsTable.tsx