Every report, and what it counts

How to read this list#

Every report lives in one of five categories, and the category decides who can run it. If a category is missing from your left rail, your roles do not grant it. See Who can see which reports.

Two columns below matter more than they look.

Opens on is the report's own default date range. You can change it on any report; this is just where it starts.

Opens grouped by is the report's own default grouping. Five reports open already grouped because ungrouped they answer the wrong question. You can change or clear that too, from Filters, Group by.

Financial#

Owners and admins only. No dispatcher and no technician sees this heading at all.

Worth knowing:

• Revenue windows on the date the invoice was raised. Payments received windows on the date it was paid. The same window gives two different totals, and both are right.
• Voided invoices are excluded from every report in this category. A school that voids and reissues sees one figure, not two.
• On Memberships and dues, the "Annualised" column is a run rate, not money received. It normalises every cadence to a year (monthly times 12, quarterly times 4), and only active memberships contribute. It will not match Billed or Collected, and it is not supposed to.

Operations#

Owners, admins and dispatchers. Technicians do not get this category, so a technician cannot run Utilization or Flight log.

Worth knowing:

• Cancelled bookings are excluded from Utilization and Flight log entirely. They held the aircraft, so people expect them in the booked figure and do not find them. They have their own report, which is the third one here.
• On Utilization, Efficiency is flown divided by booked. It reads low on overnight trips even when the aircraft was earning hard, because an overnight booking holds the resource for the whole trip. Group by Overnight to read the two populations apart, and compare Billed rather than Flown on trips, because an overnight minimum is charged on top of what was flown. See Charge a minimum for overnight trips.
• WebOperations → Cancellations is a separate, older screen with its own filters and its own export. It overlaps with the report but is not the same thing.

Fleet#

Owners, admins, dispatchers and technicians. This is the only category a technician gets.

Worth knowing:

• Fleet lists every resource, including simulators and rooms, and including resources that flew nothing in the window. The zero-activity rows are the point of the report. The column is called Resource, not Aircraft, for that reason.
• On Fleet, the Hobbs, Tach and Open squawks columns are current values and ignore the date range. Rooms and simulators show blank meters because they have none.
• On Squawks & downtime, "Days open" is measured to today, not to the end of your window, so an old squawk always reads its true current age.
• On Maintenance due, the date range is when the reminder was raised, not when it comes due. Widen the range, or filter Status to Overdue, to see everything outstanding.

People#

Owners, admins and dispatchers.

Worth knowing:

• On Customer activity, "Days since last flight" is counted to today, not to the end of your window. It is a retention figure for building a call list, so set it to 30 or more and work the results.
• On Student progress, only lessons the student passed count toward "% complete". A lesson graded unsatisfactory counts as signed but not done.
• Also on Student progress, lessons done and hours accumulated move independently, because one flight can credit several requirements at once. Neither number predicts the other.
• "Requirements short" counts FAA-sourced requirements only. If your syllabus sets a stricter bar than the reg does, falling short of your own bar is not reported here as a deficiency.

Compliance#

Owners, admins and dispatchers.

Worth knowing:

• All three expiration reports window on the expiry date, which is why they open forwards.
• Records with no expiry date never appear on these reports at all. A document, currency or endorsement with a blank expiry cannot match any window, so it is missing from the table rather than listed with a blank date.
• A renewed endorsement disappears from Endorsement expirations, because the superseded one is excluded by the report. A replaced document does not disappear from Document expirations: the archived one is kept and hidden behind the status filter, so "show me what I replaced" is one click away for documents and not available for endorsements. See Endorsements about to expire.
• "Days left" on Pilot currency is measured to today, not to the end of your window.

Reports that open already grouped#

Five, and no others:

Everything else opens ungrouped. See Group a report.

Reports that open on the next 90 days#

Document expirations, Pilot currency and Endorsement expirations.

Columns that show the state right now, not the window#

A handful of columns deliberately ignore the date range and report the current state instead, because a chase number frozen at the end of a historic window would be useless.

They will disagree with the window heading above them, and that is the intended reading.

There is no new report button, and there does not need to be#

Every number in this area comes from these 18 reports: the dashboard tiles, the Needs attention counts, the scheduled emails and the CSV exports all run one of them. That is why a tile and the report you click into always agree.

To get a report your school asks for that is not on this list, pick the nearest one, filter it, group it, choose the columns, and save it as a view.

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