Reports

Curated, typed, read-only reports over the tenant's operational data. Each report accepts a preset or custom date range plus entity filters (service, client, user, team, category) and returns headline KPIs with breakdown rows carrying entity codes for drill-down, plus a synchronous CSV export sibling. Report #1 is Service Delivery Turnaround: how fast tasks complete versus their due and statutory dates, grouped by service, client, assignee, or month, with a per-service workflow-step bottleneck drill-down splitting client-wait time from internal time. Requires Reports permissions; CSV export requires Export.

GET Get Service Delivery Report
Service Delivery Turnaround: headline KPIs (avg/median turnaround, on-time rate, statutory compliance, currently overdue) plus a breakdown table group...
/tenants/{tenant}/reports/service-delivery
GET Get Service Delivery Step Bottlenecks
Step-level drill-down for one billable service: average elapsed time per workflow step (from the previous step's completion, so idle time counts), cha...
/tenants/{tenant}/reports/service-delivery/steps
GET Export Service Delivery Report
The breakdown table as a CSV download - same filters and grouping as the report endpoint.
/tenants/{tenant}/reports/service-delivery/csv
GET Get Deadline Compliance Report
Which deadlines did we miss, and which are we about to? The cohort is every non-Skipped task whose chosen deadline (due date, or statutory due date vi...
/tenants/{tenant}/reports/deadline-compliance
GET Export Deadline Compliance Report
The breakdown table as a CSV download - same filters and grouping as the report endpoint.
/tenants/{tenant}/reports/deadline-compliance/csv
GET Get Client Responsiveness Report
Is it us or the client: response times and chase pressure over client-facing workflow steps (confirmations, document requests, data forms, approvals) ...
/tenants/{tenant}/reports/client-responsiveness
GET Export Client Responsiveness Report
The breakdown table as a CSV download - same filters and grouping as the report endpoint.
/tenants/{tenant}/reports/client-responsiveness/csv
GET Get Team Workload Report
Who's overloaded and who completes what: the open-workload snapshot per assignee (open, overdue, blocked) plus completion throughput over the window (...
/tenants/{tenant}/reports/team-workload
GET Export Team Workload Report
The breakdown table as a CSV download - same filters and grouping as the report endpoint.
/tenants/{tenant}/reports/team-workload/csv
GET Get WIP Ageing Report
What's sitting untouched: a point-in-time snapshot of open tasks whose planned start has arrived, grouped by age bucket, status, service, client, assi...
/tenants/{tenant}/reports/wip-ageing
GET Export WIP Ageing Report
The breakdown table as a CSV download - same filters and grouping as the report endpoint.
/tenants/{tenant}/reports/wip-ageing/csv
GET Get Workflow Step Analysis Report
For one workflow template, where does the time go? Per-step duration distributions (median/avg/best/worst/p90, active vs elapsed, skips, chases, clien...
/tenants/{tenant}/reports/workflow-steps
GET List Workflow Step Analysis Occurrences
One page of the Workflow Step Analysis occurrence list - one row per task spawned from the workflow and completed in the window, slowest first, with t...
/tenants/{tenant}/reports/workflow-steps/occurrences
GET Get Service Time Report
Estimated vs actual time per service: total minutes logged in the window attributed to services via each entry's linked task, compared against the ser...
/tenants/{tenant}/reports/service-time
GET Export Service Time Report
The breakdown table as a CSV download - same filters as the report endpoint.
/tenants/{tenant}/reports/service-time/csv
GET Export Workflow Step Analysis Report
The per-step table as a CSV download - same filters as the report endpoint.
/tenants/{tenant}/reports/workflow-steps/csv