2. Reporting

The ‘Reporting’ feature allows users to generate, validate and publish financial reports.

2.1 Reports

The ‘Reports’ functionality enables the user to create manually, or automatically generate financial reports, based on published accounting transactions.

Reports parameters:

• Report type selection from a list of available pre-defined reports
• Period (accounting period) to which the data reports
• Currency for reporting

Automated report generation Reeve automatically generate the selected report using transactions data from transactions published on the blockchain

Manual generation The report is input manually by the user and validated by the application using transactions data from transactions published on the blockchain

Validation Rules Reeve applies automated validation rules to check the report for discrepancies or errors related to the report type. Additionally, depending on the data published on chain, Reeve can automatically validate the reports manually generated. The application will flag any discrepancies or errors to be addressed before publishing.

Reports Status and Editing

• Pending: If validation fails, the report can be saved with a ‘Pending’ status. The user can view and edit the report at any time to correct the identified discrepancies. The report cannot be published until all validation checks pass.
• Ready to Publish: If validation passes, the report is saved with a ‘Ready to Publish’ status. The user can still view and edit the report before publishing.

At any time before publishing the reports they can be viewed and edited.

2.2 Publish

The ‘publish’ feature allows authorized users with higher privileges to securely dispatch validated financial reports to be published to the Cardano blockchain,

Note: The Reporting feature allows for the publication of multiple versions of the same report. This flexibility supports scenarios where minor adjustments or re-validations occur over time. While multiple versions can exist on the blockchain, the application will always make the latest published version of any given report automatically available for viewing in the dashboard and report lists, ensuring users consistently access the most current and accurate financial snapshot.

2.3 All Reports

The ‘All Reports’ feature provides a centralized list of all reports saved within Reeve. This allows users to monitor the status of each created report at any given moment.