Reports and Downloads

Reports turn reviewed accounting data and evidence into claim-ready outputs. A report can include summary spreadsheets, invoice bundles, redaction outputs, and an evidence manifest.

Generate a report

Open the report configuration, confirm the selected period and categories, then generate the report. The backend should create outputs deterministically so reruns are traceable.

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Download evidence packs

Download invoice ZIP files, expense summary spreadsheets, and supporting manifests from the report page. Use organization-level authorization for every download.

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Review before handoff

Confirm totals, category mappings, file counts, and redaction status before sending outputs to a client, reviewer, or external authority.

Warning

Do not send real client outputs until the migration data, credentials, and email-sending approvals are complete.