Reports

This manual explains how to use reports for visibility and decision-making.

1. What Reports Are For

Reports provide organization visibility across members, scheduling, resources, flight ops, maintenance, and billing.

2. Accessing Reports

1. Open Reports from the left sidebar.
2. Choose a report card.
3. Apply filters or search within that report.
4. Review results and follow up on exceptions.

3. Available Report Types

Depending on your role and your organization's enabled features, you may have access to the following reports:

3.1 Members Report

What it shows: A list of all organization members including contact information, role, and membership status.

How to use it:

• Review your active member list.
• Identify inactive or pending members.
• Use as a starting point for auditing member records.

3.2 Resources Report

What it shows: All resources (aircraft, equipment) in your organization including name, type, status, and configuration.

How to use it:

• Confirm resource inventory is accurate.
• Identify resources that may be unavailable or under maintenance.

3.3 Bookings Report

What it shows: Booking history including resource, member, and time details for each reservation.

How to use it:

• Review past and upcoming reservations.
• Identify booking patterns or conflicts.
• Use to confirm that expected bookings are in the system.

Key data points:

• Resource name
• Member name
• Start and end time
• Event type

3.4 Resource Usage by Member Report

What it shows: A breakdown of how much each resource has been used, grouped by member.

How to use it:

• Understand which members are using which resources most.
• Inform billing audits and planning decisions.
• Identify underused or overused resources.

3.5 Flight Operations Report

What it shows: Flight operation entries including Hobbs/tach values, member, resource, and flight details.

How to use it:

• Confirm that post-flight reports have been submitted.
• Identify missing or incomplete entries.
• Support billing period closeout by verifying all flights are recorded.

Key data points:

• Resource and member
• Hobbs/tach start and end values
• Oil usage (if recorded)
• Flight date

3.6 Maintenance Report

What it shows: Open and recently resolved maintenance items across all resources.

How to use it:

• Review current maintenance status for each resource.
• Identify overdue items.
• Plan upcoming maintenance activities.

Key data points:

• Resource name
• Maintenance item description
• Due date or due hours
• Status (open/resolved)

3.7 Squawks Report

What it shows: All squawks (pilot-reported issues) for your organization's resources, filterable by resource and status.

How to use it:

• Review open squawks that need maintenance attention.
• Confirm that squawks are being acknowledged and resolved.
• Filter by resource to see issues specific to one aircraft or piece of equipment.

Key data points:

• Resource name
• Squawk description
• Reported by and date
• Status (open/closed)

3.8 Endorsements Report

What it shows: All endorsements assigned to members, including who assigned each endorsement and when.

How to use it:

• Audit endorsement assignments across the organization.
• Confirm members have the endorsements required for the resources they fly.
• Identify members missing expected endorsements.

Key data points:

• Member name and email
• Endorsement type
• Assigned by
• Date assigned

3.9 Oil Usage Report

What it shows: Oil added during post-flight entries, by resource and date.

How to use it:

• Track oil consumption trends for each aircraft.
• Identify resources consuming unusual amounts of oil.
• Support maintenance planning by correlating oil usage with flight hours.

3.10 Invoices Report

What it shows: Generated invoices including member, amount, status, and billing period.

How to use it:

• Review invoice history for the organization.
• Identify unpaid or overdue invoices.
• Support month-end accounting closeout.

Key data points:

• Member name
• Invoice amount and status
• Billing period
• Line item summary

3.11 Uninvoiced Billing Lines Report

What it shows: Billing line items that have been generated but not yet included in an invoice.

How to use it:

• Identify charges that are pending invoicing.
• Confirm all flight and resource usage has been captured before generating invoices.
• Use before running invoice generation to review what will be billed.

4. How to Interpret Report Data

4.1 Using filters and search

Most reports support filtering by date range, member, resource, or status. Use filters to focus on:

• A specific time period (for example, the current billing period)
• A specific resource or member
• Items in a specific status (for example, open squawks only)

4.2 Reading status indicators

Across reports, common status values include:

• Open: The item requires attention or action.
• Closed/Resolved: The item has been addressed.
• Pending: The item is in progress or awaiting a step.
• Draft/Uninvoiced: Billing data that has not yet been turned into an invoice.

4.3 Responding to exceptions

When a report shows an unexpected result:

1. Click into the record to view full details.
2. Determine whether data is missing, incorrect, or expected.
3. Make corrections in the appropriate module (Flight Ops, Maintenance, People, etc.).
4. Re-run the report after corrections to confirm accuracy.

4.4 Exporting and sharing report data

Use your browser's print or export options if you need to share report output. Reports are paginated and display up to 50 records per page—use pagination to review all results before exporting.

5. Role and Feature-Based Visibility

Report availability depends on:

1. Your assigned role(s)
2. Organization settings (for example, invoicing and currency reminders)

If a report is missing, contact an admin or owner.

6. Best Practices

1. Use reports weekly, not only at month end.
2. Resolve open squawks and overdue maintenance items before billing runs.
3. Use search and filters to focus on action items.
4. Run the Endorsements report monthly to confirm member qualifications are current.
5. Run the Uninvoiced Billing Lines report before generating invoices to confirm all charges are captured.
6. Use the Currency Reminders report alongside the Endorsements report for a complete compliance picture.