Reports & data exports
======================

The **Reports** screen (sidebar → *Reports*) offers *"operational
extracts built server-side from live tenant data"* — canned CSV
reports you pull on demand. Any active staff member can download any
report; the data is always scoped to the current tenant.

Each report is one row: its name and description, its parameters (if
any) inline, and a **Download CSV** button. Files are named
``<report>-<date>.csv``.

.. figure:: images/reports.png
   :alt: The Reports screen listing canned CSV extracts, each with a description, inline parameters and a Download CSV button.
   :width: 100%

   The **Reports** screen. Each row is a canned extract; reports that
   take a parameter (for example a *Window (days)*) expose it inline
   before you download.

The report catalog
------------------

.. list-table::
   :header-rows: 1
   :widths: 25 45 30

   * - Report
     - What it contains
     - Parameters
   * - Producer roster
     - Every producer with code, NPN, status, tier and contact
       details.
     - —
   * - License expirations
     - Licenses expiring within the window, soonest first, with CE
       deadlines.
     - **Window (days)**, default 90
   * - E&O expirations
     - E&O coverages expiring within the window, soonest first.
     - **Window (days)**, default 90
   * - Appointment status
     - Every appointment with company, jurisdiction, current status
       and whether it was JIT-filed.
     - —
   * - Commission summary
     - Statements per producer and period with currency,
       expected-vs-received variance (blank where the period is
       unverified) and a base-currency equivalent converted at
       period-end rates — a row whose rate is missing says so rather
       than showing a blank. See :doc:`commissions`.
     - —
   * - Compliance alert aging
     - Unresolved alerts with age in days, oldest first (resolved and
       dismissed excluded).
     - —
   * - Statement disputes
     - All statement disputes with status, message and resolution
       dates.
     - —

Reports are pulled on demand — there is no scheduling. For recurring
needs, the same extracts are available to your systems at
``GET /api/reports/`` and ``GET /api/reports/<key>/download/``.

Exporting what you see
----------------------

Independently of the report catalog, the **Producers**,
**Appointments**, **Compliance** and **Contracts** screens have an
**Export CSV** button that downloads the current list — respecting the
search box, so you can filter first and export exactly that slice.

Finding a record fast
---------------------

The **global search** palette (**Search…** in the top bar, or
:kbd:`⌘K`) searches producers, contracts, appointments, licenses,
statements and compliance alerts by name or number (a couple of
characters is enough) and jumps straight to the matching record —
often quicker than a report when you are after one specific thing.