Name: Reporting tables
Creator: Roiva
License: https://roiva.ai/terms

Roiva's figures as flat, typed tables, for Power BI or a data warehouse to read without an API client: initiatives, approved value with its formula version and inputs, costs, approvals, budgets against spend, portfolio decisions, locked months and AI spend. Roiva's figures in Power BI and your data warehouse covers connecting.

How they're built

Once an Owner or Admin turns them on under Organization Settings → Reporting Tables, Roiva builds a snapshot every night: every table below, read at one moment, as a Parquet file each. Every row carries the snapshot's snapshot_id. A table is always whole, so a row deleted in Roiva is simply absent from the next snapshot; there's nothing to reconcile incrementally.

Before a snapshot can be read, Roiva rebuilds every figure in reported_totals from the reported_value and costs rows it's about to publish and compares them, to the cent, with what its own reports compute. If any differs, the snapshot isn't published and Roiva is alerted.

What the figures follow

Approved value only. reported_value holds entries approved by a person or by the account's auto-approve setting, which is what every Roiva report counts. Drafts, entries awaiting review and disputed entries aren't in it; approval_decisions records what was decided about them.
Every cost counts. A cost has no approval step, so costs holds every cost entry.
An entry belongs to the period its period_start falls in, in whole UTC days, as in every Roiva report. A twelve-month entry starting in January counts in Q1 and in no other quarter. An entry with no period counts in all-time figures only.
No sample data. Sample initiatives, and everything recorded against them, are left out of every table.
Money is integer cents beside a currency. People are an id and a name, never an email address. Times are UTC.
Value adds up in dollars. An entry keeps the currency its source gave it, and reported_value.usd_amount_cents is its value in US dollars, at the European Central Bank's average rate over its period. That is the column the totals add. It is empty, and the entry in no total, while it waits on its rate.
So does cost. costs.usd_amount_cents is each cost in US dollars, added the same way. A cost whose period's rates aren't all published yet counts at the latest ECB rate, marked usd_rate_provisional, so a known cost is never left out; a later snapshot carries the period's average, and the month can't be locked until it does. A cost in a currency the ECB doesn't publish has no dollar figure and is in no total.

Reading them

The newest snapshot's manifest is at https://roiva.ai/api/v1/reporting/latest, and each table at https://roiva.ai/api/v1/reporting/latest/<table>.parquet, with a reporting token as a Bearer token or as the password in Basic authentication. The schema itself is public, at /api/v1/reporting/schema.json. Snapshots are kept for 14 days, and the newest until a newer one replaces it; the Read API reference lists the endpoints.

Roiva can also deliver each build to an Amazon S3 bucket you own, writing through a role you create that can only add files to one folder. Each build gets its own folder, roiva/v1/snapshots/<snapshot_id>/, holding one Parquet file per table and a manifest.json written after them, and nothing already in the bucket is replaced.

What changes, and what doesn't

The files follow version v1 of this schema. Within a version, tables and columns are only added, and an added column may be empty. Removing, renaming or retyping a column would be a new version, published beside this one.

Columns marked free text hold what a person wrote in their own words, such as a note on a figure or the reason for a decision, and can name people or customers.

snapshot

One row: the snapshot itself. When the tables were built, for which account, and what they leave out. Join any table to it on snapshot_id.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
schema_version	stringalways present	The version of this schema the files follow.
generated_at	timestamp (UTC)always present	The moment every table in the snapshot describes, in UTC.
as_of	datealways present	The day the snapshot describes, in UTC. "To date" figures run through it.
account_id	int64always present	The account's id in Roiva.
account_name	stringalways present	The account's name.
fiscal_year_start_month	int64always present	The month the account's fiscal year starts, 1 to 12. Fiscal quarters and years in reported_totals follow it.
sample_initiatives_excluded	int64always present	How many sample initiatives the account holds. Their figures are invented for a demonstration, so no table includes them.

initiatives

One row per initiative, sample initiatives excluded. The account's AI initiatives: where each stands, who owns it, and its business case. The planned figures are the business case, which can change. What was signed off is in budgets.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
initiative_id	int64always present	The initiative's id in Roiva. Every other table joins on it.
title	stringalways present	The initiative's name.
stage	stringalways present	Where it is in its lifecycle: identified, reviewing, implementing, live, paused, completed, rejected, dismissed.
previous_stage	stringmay be empty	The stage it was in before it was paused, for a paused initiative.
category	stringalways present	The kind of work it does.
module_kind	stringmay be empty	The Roiva module it belongs to.
department	stringmay be empty	The department it serves.
business_unit	stringmay be empty	The business unit it serves.
priority	int64may be empty	Its priority, 1 highest.
owner_id	int64may be empty	The person who owns it.
owner_name	stringmay be empty	The owner's name.
started_at	timestamp (UTC)may be empty	When work on it began.
went_live_at	timestamp (UTC)may be empty	When it went live.
closed_at	timestamp (UTC)may be empty	When it was completed or retired.
archived_at	timestamp (UTC)may be empty	When it was dismissed.
planned_capex_cents	int64 (cents)may be empty	The business case's one-off cost, in cents.
planned_opex_cents	int64 (cents)may be empty	The business case's running cost per value period, in cents.
planned_cost_savings_cents	int64 (cents)may be empty	The business case's cost savings per value period, in cents.
planned_revenue_uplift_cents	int64 (cents)may be empty	The business case's revenue uplift per value period, in cents.
planned_capacity_cents	int64 (cents)may be empty	The business case's freed capacity per value period, in cents: hours priced at what they cost. Not cash, and not in planned_value_cents.
planned_value_period	stringmay be empty	The period the planned per-period figures are stated for.
planned_value_cents	int64 (cents)always present	Planned cash value over the whole ROI horizon, in cents: the per-period cost savings and revenue at its margin, annualized, times the horizon.
roi_horizon_years	int64may be empty	The years the business case is measured over.
time_to_value_months	int64may be empty	The months the business case expected before value arrives.
description	stringmay be empty · free text	What the initiative is, as its team wrote it.
hypothesis	stringmay be empty · free text	What its team expects it to change, in their words.
created_at	timestamp (UTC)always present	When it was added to Roiva.
roiva_url	stringalways present	Its page in Roiva.

reported_value

One row per approved value entry, sample initiatives excluded. The value the account's initiatives have returned, approved by a person or by the account's auto-approve setting. An entry belongs to the period its period_start falls in, as in every Roiva report, so a twelve-month entry starting in January counts in Q1 and in no other quarter. Cash value is the sum of usd_amount_cents over the cash types (revenue_gain, cost_savings, cost_avoidance, capacity_realized). Freed capacity is never added to it: for each initiative and period_month it is capacity less capacity_realized, floored at zero.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
value_entry_id	int64always present	The entry's id in Roiva.
initiative_id	int64always present	The initiative it belongs to.
amount_cents	int64 (cents)always present	The approved figure, in cents of currency.
currency	stringalways present	The currency of amount_cents.
usd_amount_cents	int64 (cents)may be empty	The approved figure in US dollars, in cents: amount_cents itself for a dollar entry, converted at usd_rate for another currency, and empty while the entry waits on the ECB's rate for its period. reported_totals add this column.
usd_rate	doublemay be empty	US dollars per unit of currency: the average of the European Central Bank's daily euro reference rates over usd_rate_from to usd_rate_through, crossed through the euro. Empty for a dollar entry.
usd_rate_from	datemay be empty	The first ECB day usd_rate averages.
usd_rate_through	datemay be empty	The last ECB day usd_rate averages.
entry_type	stringalways present	What kind of value it is: revenue_gain, cost_savings, cost_avoidance, capacity, capacity_realized.
period_start	timestamp (UTC)may be empty	When the period it covers begins. It decides which period the entry counts in.
period_end	timestamp (UTC)may be empty	When the period it covers ends.
period_month	datemay be empty	The first day of the month period_start falls in, in UTC.
is_estimated	booleanalways present	Whether whoever recorded it marked it an estimate.
confidence_score	doublemay be empty	The confidence recorded with it, 0 to 100.
source_type	stringalways present	How it reached Roiva: manual (typed in), assistant (drafted by the Roiva Assistant for the person in recorded_by_id), csv (imported), calculated (by a formula) or integration (synced from a connection).
provenance	stringalways present	Where the number came from, in the phrase an approver is shown.
connection_id	int64may be empty	The connection it was synced from.
platform	stringmay be empty	The platform that connection reads.
source_ref	stringmay be empty	The id the originating system knows it by.
formula_id	int64may be empty	The formula that calculated it.
formula_key	stringmay be empty	That formula's key, stable across its versions.
formula_name	stringmay be empty	That formula's name.
formula_version	int64may be empty	The formula version it was computed with, recorded when it was evaluated. A formula revised later keeps this row at the version that produced it.
formula_expression	stringmay be empty	The expression it was computed with, as recorded when it was evaluated.
input_snapshot	string (JSON)always present	The inputs frozen with the figure, as JSON with sorted keys. A formula entry holds one object per input, flattened in value_inputs; a synced entry holds what the sync counted.
input_snapshot_sha256	stringalways present	SHA-256 of input_snapshot. Roiva computes the same digest for the same inputs, so a figure can be checked against the entry in Roiva.
vendor_price_effect_cents	int64 (cents)may be empty	Of a saving in AI spend, the part the provider's own price changes gave, in cents. Empty where the entry carries no such split.
own_changes_effect_cents	int64 (cents)may be empty	Of the same saving, the part the account's own choices earned, in cents.
notes	stringmay be empty · free text	What a person wrote about the figure, in their own words.
recorded_by_id	int64may be empty	The person who recorded it, or who had the Roiva Assistant draft it (source_type assistant). Empty when Roiva calculated or synced it.
recorded_by_name	stringmay be empty	Their name.
approved_at	timestamp (UTC)may be empty	When it was approved.
approved_by_id	int64may be empty	The person who approved it. Empty when the account's auto-approve did.
approved_by_name	stringmay be empty	Their name.
approval_source	stringalways present	auto when the account's auto-approve setting approved it, direct when a person did.
created_at	timestamp (UTC)always present	When it was recorded.
updated_at	timestamp (UTC)always present	When it last changed, or its month was locked or reopened.
roiva_url	stringalways present	Its page in Roiva, with its inputs and approval history.
basis	stringmay be empty	What it was compared with: measured (a baseline measured before go-live), reconstructed (one measured after go-live on work done without the AI), estimated (a benchmark or a judgment, or a figure its recorder marked an estimate) or none (no baseline: a count priced per unit, or a figure a person entered).

value_inputs

One row per input of each approved formula entry. What each calculated figure was computed from, as frozen when it was evaluated. Join to reported_value on value_entry_id, and to metric_readings on observation_id.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
value_entry_id	int64always present	The approved entry these are the inputs of.
initiative_id	int64always present	The initiative the entry belongs to.
variable	stringalways present	The input's name in the formula's expression.
label	stringmay be empty	What the input is, in words.
value	doublemay be empty	The value the formula used.
source_type	stringmay be empty	Where the value came from: observation (a metric reading for the period), baseline (the reading before the initiative), assumption, period, or derived (computed from other inputs).
metric_key	stringmay be empty	The metric the value was read from.
observation_id	int64may be empty	The metric reading used. Its row is in metric_readings.
assumption_id	int64may be empty	The assumption used, for an assumption input.
assumption_key	stringmay be empty	That assumption's key.
assumption_scope	stringmay be empty	system for one of Roiva's defaults, account for the account's own figure.
requires_confirmation	booleanmay be empty	Whether the input was one of Roiva's defaults awaiting the account's confirmation when it was used.
assumption_effective_from	stringmay be empty	The date the assumption's figure took effect, as recorded.
observed_at	stringmay be empty	When the reading was taken, as recorded (a date or an ISO 8601 time).
input_period_start	stringmay be empty	The start of the period the value covers, as recorded.
input_period_end	stringmay be empty	The end of the period the value covers, as recorded.
expression	stringmay be empty	For a derived input, the expression that computed it.

value_supporting_documents

One row per document an approved value entry cites. The evidence each approved figure cites: business cases, review decks, statements of work and contracts held on the initiative in Roiva. Join to reported_value on value_entry_id.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
value_entry_id	int64always present	The approved entry that cites it.
document_id	int64always present	The document's id in Roiva.
initiative_id	int64always present	The initiative the document is held on.
kind	stringalways present	What the document is: business_case, review_deck, sow, contract, other.
restricted	booleanalways present	Whether it is an SOW or a contract, which Roiva shows only to owners, admins and the initiative's approvers.
title	stringmay be empty	The document's title. Empty for a restricted document.
format	stringalways present	file for an uploaded file, link for a link to one held elsewhere.
cited_at	timestamp (UTC)always present	When the entry was made to cite it.
roiva_url	stringalways present	The citing entry's page in Roiva, where the document opens for those allowed to see it.

metric_readings

One row per metric reading an approved formula entry used. The readings behind the reported figures. Join to value_inputs on observation_id.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
observation_id	int64always present	The reading's id in Roiva.
metric_key	stringalways present	The metric it is a reading of.
metric_name	stringmay be empty	The metric's name.
initiative_id	int64may be empty	The initiative it was recorded for. Empty for an account-wide reading.
role	stringalways present	reading for a period's figure, baseline for the figure before the initiative.
value	doublealways present	The reading.
currency	stringmay be empty	The currency of value for a money reading (a CRM's deals all in euros read in EUR); empty for a reading that isn't money.
period_start	timestamp (UTC)may be empty	When the period it covers begins.
period_end	timestamp (UTC)may be empty	When the period it covers ends.
observed_at	timestamp (UTC)may be empty	When it was observed.
sample_size	int64may be empty	How many records an average was taken over, where recorded.
is_estimated	booleanalways present	Whether it was marked an estimate.
source_type	stringalways present	How it reached Roiva: integration (synced from a connection), manual (typed in), assistant (recorded by the Roiva Assistant for the person in recorded_by_id), csv (imported), calculated (by a formula), system (a baseline Roiva estimated or calculated) or time_study (a time study's published mean).
connection_id	int64may be empty	The connection it was synced from.
dimensions	string (JSON)always present	The breakdown it belongs to, such as a line of business, as JSON with sorted keys.
notes	stringmay be empty · free text	What a person wrote about the reading, in their own words.
recorded_by_id	int64may be empty	The person who recorded it by hand, or who had the Roiva Assistant record it (source_type assistant).
recorded_by_name	stringmay be empty	Their name.
baseline_method	stringmay be empty	For a baseline, how the before-figure was measured: history, time_study, without_ai_sample, benchmark, estimate. Empty on a reading.
time_study_id	int64may be empty	For source_type time_study, the time study it is the published mean of.
valid_until	datemay be empty	For a time study's figure, the last day it stands: the study's last day plus its re-study interval. Months after it hold value calculated from it as due for re-study.

costs

One row per cost entry, sample initiatives excluded. What the account's initiatives cost to build and run. An entry belongs to the period its period_start falls in, as value does. capex and opex split the same rows, so they add up to the total.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
cost_entry_id	int64always present	The entry's id in Roiva.
initiative_id	int64always present	The initiative it is booked to.
amount_cents	int64 (cents)always present	What it cost, in cents of currency.
currency	stringalways present	The currency of amount_cents.
usd_amount_cents	int64 (cents)may be empty	What it cost in US dollars, in cents: amount_cents itself for a dollar cost, converted at usd_rate for another currency. Empty, and in no total, when there is no rate: a currency the ECB doesn't publish, or a cost whose month was locked before it was converted. An undated cost takes the rate for the day it was booked. reported_totals add this column.
usd_rate	doublemay be empty	US dollars per unit of currency: the average of the European Central Bank's daily euro reference rates over usd_rate_from to usd_rate_through, crossed through the euro. Empty for a dollar cost.
usd_rate_from	datemay be empty	The first ECB day usd_rate averages.
usd_rate_through	datemay be empty	The last ECB day usd_rate averages.
usd_rate_provisional	booleanmay be empty	Whether usd_rate is the latest ECB rate rather than its period's average, because the period's rates weren't all published yet. A later snapshot carries the average, unless the month was locked before then.
cost_category	stringalways present	capex for a one-off cost to build, opex for a cost to run.
cost_type	stringalways present	What kind of cost it is, such as licenses, infrastructure or labor.
period_start	timestamp (UTC)may be empty	When the period it covers begins. It decides which period the entry counts in.
period_end	timestamp (UTC)may be empty	When the period it covers ends.
period_month	datemay be empty	The first day of the month period_start falls in, in UTC.
is_estimated	booleanalways present	Whether it was marked an estimate.
locked	booleanalways present	Whether a closed accounting period holds it, so it can no longer be changed.
vendor_id	int64may be empty	The vendor it was paid to, in Roiva's vendor list.
vendor_name	stringmay be empty	The vendor's name as recorded.
description	stringmay be empty · free text	What the cost was for, as recorded or synced.
notes	stringmay be empty · free text	What a person wrote about it, in their own words.
books_account_name	stringmay be empty	The general-ledger account it was booked to, for a cost from the books.
source_type	stringalways present	How it reached Roiva, such as manual, assistant (recorded by the Roiva Assistant), csv or integration.
connection_id	int64may be empty	The connection it was synced from.
platform	stringmay be empty	The platform that connection reads.
source_ref	stringmay be empty	The id the originating system knows it by.
implementation_id	int64may be empty	The implementation project it is attributed to, when it is one.
recurring_cost_id	int64may be empty	The recurring cost that wrote it, when it is one.
allocation_line_id	int64may be empty	The allocation line that split it from a shared bill, when it is one.
recorded_by_id	int64may be empty	The person who recorded it by hand, or who had the Roiva Assistant record it (source_type assistant).
recorded_by_name	stringmay be empty	Their name.
created_at	timestamp (UTC)always present	When it was recorded.
updated_at	timestamp (UTC)always present	When it last changed.
roiva_url	stringalways present	Its page in Roiva.

approval_decisions

One row per approval decision, sample initiatives excluded. Who approved, rejected, disputed or sent back what, and when. A value entry's rows show how it came to be approved; join on subject_id where subject_kind is value_entry.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
approval_decision_id	int64always present	The decision's id in Roiva.
subject_kind	stringalways present	What was decided on: initiative, value_entry, budget, charter.
subject_id	int64always present	Its id: a value_entry_id, an initiative_id or a budget_id.
initiative_id	int64may be empty	The initiative it concerns. Empty once that initiative has been deleted.
subject_title	stringalways present	What it was called when the decision was taken.
item_label	stringmay be empty	The line decided on, for a value entry or a budget.
decision	stringalways present	The decision: approved, step_approved, rejected, disputed, sent_back. step_approved is one approver's sign-off in a chain that needs more.
resulting_state	stringmay be empty	The state it left the subject in.
step	int64may be empty	Which step of the approval chain this was.
total_steps	int64may be empty	How many steps the chain had.
source	stringalways present	How it was taken: direct, bulk, auto, backfill, assistant, import. auto is the account's auto-approve setting.
amount_cents	int64 (cents)may be empty	The amount decided on, in cents, for a value entry or a budget.
currency	stringmay be empty	The currency of amount_cents.
reason	stringmay be empty · free text	The reason the approver gave, in their own words.
decided_by_id	int64may be empty	The person who decided. Empty for the account's auto-approve.
decided_by_name	stringmay be empty	Their name.
decided_at	timestamp (UTC)always present	When the decision was taken.

budgets

One row per budget version, sample initiatives excluded. What was signed off for each initiative, version by version: its one-off cost and its running cost. This is the approved budget, not the business case. How spend compares with it is in budget_vs_actual.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
budget_id	int64always present	The version's id in Roiva.
initiative_id	int64always present	The initiative it budgets.
status	stringalways present	pending, approved, rejected, withdrawn. Only approved versions are budgets.
source	stringalways present	How it arose: approval (set when the initiative was approved), revision or manual.
capex_cents	int64 (cents)always present	The one-off cost signed off, in cents: a total, not a rate.
opex_cents	int64 (cents)always present	The running cost signed off, in cents per opex_cadence.
opex_cadence	stringalways present	The period opex_cents is stated for: monthly, quarterly or annually.
currency	stringalways present	The currency of the amounts.
effective_from	datealways present	The version applies from the start of this date's month.
ends_on	datemay be empty	The last day it applies, when it has an end.
reason	stringmay be empty · free text	Why the version was set, in the words of whoever set it.
set_by_id	int64may be empty	The person who set it.
set_by_name	stringmay be empty	Their name.
decided_at	timestamp (UTC)may be empty	When it was approved, rejected or withdrawn.
decided_by_id	int64may be empty	The person who decided it.
decided_by_name	stringmay be empty	Their name.
decision_reason	stringmay be empty · free text	The reason given with the decision, in the decider's words.
approval_decision_id	int64may be empty	The approval_decisions row that decided it, when one did.
created_at	timestamp (UTC)always present	When the version was written.
roiva_url	stringalways present	The initiative's budget page in Roiva.

budget_vs_actual

One row per budgeted initiative per as_of day: the snapshot's day, and the end of each of the last 8 complete fiscal quarters. How spend compares with the approved budget, computed as Roiva's budget pages and the Board Brief compute it. CapEx is a total against a total; OpEx is spend against the budget for the months elapsed. Only initiatives with an approved budget in effect on as_of have a row.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
as_of	datealways present	The day the comparison runs through.
initiative_id	int64always present	The initiative.
status	stringalways present	within or over, as Roiva shows it. Over when either the CapEx or the OpEx half is over.
budget_id	int64always present	The budget version in effect on as_of.
revised	booleanalways present	Whether the budget has been revised since it was first approved.
capex_budget_cents	int64 (cents)always present	CapEx signed off, in cents.
capex_actual_cents	int64 (cents)always present	CapEx spent since the budget began, in cents.
opex_budget_to_date_cents	int64 (cents)always present	OpEx budget for the months from the budget's start through as_of, in cents.
opex_actual_cents	int64 (cents)always present	OpEx spent over those months, in cents.
budget_to_date_cents	int64 (cents)always present	CapEx budget plus OpEx budget to date, in cents.
actual_to_date_cents	int64 (cents)always present	CapEx plus OpEx spent, in cents.
variance_cents	int64 (cents)always present	Budget to date less actual, in cents. Positive is under budget.
opex_budget_fiscal_year_cents	int64 (cents)always present	The OpEx budget for the whole fiscal year as_of falls in, in cents.
opex_budget_fiscal_ytd_cents	int64 (cents)always present	The part of it through as_of, in cents.
opex_actual_fiscal_ytd_cents	int64 (cents)always present	OpEx spent in the fiscal year through as_of, in cents.
spent_before_budget_cents	int64 (cents)always present	Spend dated before the budget began, reported apart rather than charged to it, in cents.
budget_monthly_run_rate_cents	int64 (cents)always present	The version's OpEx per month, in cents.
actual_monthly_run_rate_cents	int64 (cents)may be empty	Average OpEx per month over the recent complete months the budget covered, in cents. Empty before one has passed.

portfolio_decisions

One row per portfolio decision, sample initiatives excluded. The account's decisions about its initiatives, with the figures each was taken on. The figures are all-time as of the decision, not the snapshot.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
portfolio_decision_id	int64always present	The decision's id in Roiva.
initiative_id	int64may be empty	The initiative decided on. Empty once that initiative has been deleted; the decision is kept.
subject_title	stringalways present	The initiative's name when it was decided.
outcome	stringalways present	continue, scale, fix, pause, retire.
stage_before	stringalways present	The initiative's stage before the decision.
stage_after	stringalways present	Its stage after.
rationale	stringalways present · free text	Why, in the words of whoever decided.
next_review_on	datemay be empty	When it is to be reviewed again.
cash_value_cents	int64 (cents)always present	Approved cash value to the decision, in cents.
freed_capacity_cents	int64 (cents)always present	Approved freed capacity to the decision, in cents. Not cash, and not in roi.
cost_to_date_cents	int64 (cents)always present	Cost to the decision, in cents.
planned_value_cents	int64 (cents)may be empty	The business case's value over its whole horizon, in cents, at the time.
planned_value_to_date_cents	int64 (cents)may be empty	The business case's value to the decision, in cents.
roi	doublemay be empty	Cash ROI at the decision: (cash value − cost) ÷ cost. Empty without both.
currency	stringalways present	The currency of the amounts.
decided_by_id	int64may be empty	The person who decided.
decided_by_name	stringmay be empty	Their name.
decided_at	timestamp (UTC)always present	When.
roiva_url	stringmay be empty	The initiative's decisions in Roiva. Empty once it has been deleted.

accounting_periods

One row per month finance has opened for close. The account's accounting periods and whether each is locked. A month with no row has never been through close in Roiva.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
month	datealways present	The first day of the month.
status	stringalways present	open, in_review, locked, reopened.
locked	booleanalways present	Whether the month is locked now.
locked_at	timestamp (UTC)may be empty	When it was last locked.
locked_by_id	int64may be empty	Who locked it.
locked_by_name	stringmay be empty	Their name.
reopened_at	timestamp (UTC)may be empty	When it was last reopened.
reopened_by_id	int64may be empty	Who reopened it.
reopened_by_name	stringmay be empty	Their name.
reopen_reason	stringmay be empty · free text	Why it was reopened, in their words.

ai_spend

One row per month per provider connection with a bill, one per month per AI vendor on the books and card feeds with a bill, plus one row per month for the card feeds together. AI spend as the providers billed it and as the books and cards paid AI vendors, before any initiative books it, and how much of it an initiative does. A provider row whose attribution is unlinked or unmapped, and an ai_vendor row whose attribution is unbooked, is spend no initiative carries. ai_billed_cents and ai_booked_cents on provider_bill and ai_vendor rows add up to the figures Finance > AI Spend shows, except that a sample initiative's booking is never counted here: the page counts one while the account has only sample data. Card rows are what corporate cards were charged, stated beside the other rows and never added to them: an AI vendor's charges are in its ai_vendor row too. Every amount is US dollars: a bill in another currency counts at its month's ECB rate (a bill on the books or cards at its day's), or the latest one while that month's rates are out, and one with no ECB rate is in no row. Card rows count charges made in US dollars.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
month	datealways present	The first day of the month.
source_kind	stringalways present	provider_bill for a provider's own bill, ai_vendor for an AI vendor's bills on the books and card feeds, card for the card feeds.
connection_id	int64may be empty	The provider connection. Empty on ai_vendor and card rows.
platform	stringmay be empty	The provider. Empty on ai_vendor and card rows.
connection_name	stringmay be empty	The connection's name in Roiva. Empty on ai_vendor and card rows.
vendor_name	stringmay be empty	The AI vendor, as Roiva names it: on its list of AI vendors, or as an Owner or Admin counted it. Empty on provider_bill and card rows.
billed_cents	int64 (cents)always present	What was billed, or charged to the cards, that month, in cents. The whole bill: for a cloud, data platform or GitHub connection, ai_billed_cents is the AI part of it. On an ai_vendor row, the vendor's bills on the books and cards, less any part its own connection bills.
currency	stringalways present	The currency of the amounts.
attribution	stringmay be empty	attributed when an initiative books the connection's bill or the vendor's bills; unlinked when no initiative links the connection; unmapped when it is linked but nothing maps its costs; unbooked when no initiative books the vendor's bills. Empty on card rows.
set_aside	booleanmay be empty	Whether an admin marked the connection, or the vendor on every connection carrying it, as belonging to no initiative. Its spend still counts as unattributed. Empty on card rows.
initiative_count	int64may be empty	How many initiatives take cost from the connection or the vendor's bills. Empty on card rows.
booked_cents	int64 (cents)may be empty	On a card row, the part of the charges already booked to an initiative, and on an ai_vendor row, of the vendor's bills, in cents. Empty on provider rows; ai_booked_cents is theirs.
ai_billed_cents	int64 (cents)may be empty	The AI part of billed_cents, in cents: all of a model provider's bill; a cloud, data platform or GitHub bill's AI services and the lines an initiative claims; all of an ai_vendor row's billed_cents. What Finance > AI Spend counts as billed. Empty on card rows.
ai_booked_cents	int64 (cents)may be empty	What of ai_billed_cents an initiative's links book, in cents: 0 when unlinked, unmapped or unbooked. ai_billed_cents less this is what Finance > AI Spend calls attached to nothing. Empty on card rows.

reported_totals

One row per window, for the portfolio and for each initiative: all time, each fiscal quarter and each fiscal year from the first with value or cost. Approved cash value and freed capacity, kept apart, with cost, net cash value and cash ROI, exactly as Roiva's reports compute them, sample initiatives excluded. Freed capacity is in neither the net value nor the ROI. A figure built from reported_value and costs must equal the row for its window; Roiva checks that before publishing a snapshot.

Column	Type	What it means
snapshot_id	stringalways present	The snapshot this row belongs to. Every table in one snapshot describes the same moment.
scope	stringalways present	portfolio for the whole account, initiative for one initiative.
initiative_id	int64may be empty	The initiative, for an initiative row.
window_kind	stringalways present	all_time, fiscal_quarter or fiscal_year.
window_key	stringalways present	The window's key: all, fy2026-q1, fy2026.
window_label	stringalways present	The window as Roiva names it.
from_date	datemay be empty	The window's first day. Empty for all time.
through_date	datemay be empty	The window's last day. Empty for all time.
window_complete	booleanalways present	Whether the window had ended when the snapshot was built.
cash_value_cents	int64 (cents)always present	Approved cash value in the window, in cents: the margin on revenue earned, costs that fell, losses and spend that didn't happen, and freed capacity shown to have become cash.
freed_capacity_cents	int64 (cents)always present	Approved freed capacity in the window, in cents: hours and output freed, priced at what they cost. Not cash, and in no other figure here; never add it to cash_value_cents.
cost_cents	int64 (cents)always present	Cost in the window, in cents.
net_value_cents	int64 (cents)always present	Cash value less cost, in cents. Freed capacity is not in it.
roi	doublemay be empty	Cash ROI: net value ÷ cost. Empty unless both cash value and cost are above zero, as in Roiva.
capex_cents	int64 (cents)may be empty	The CapEx part of cost_cents, in cents. Portfolio rows only.
opex_cents	int64 (cents)may be empty	The OpEx part of cost_cents, in cents. Portfolio rows only.
planned_value_to_date_cents	int64 (cents)may be empty	The business cases' value for the months of the window each initiative was live, in cents: the plan the approved value is set against. Portfolio rows only; leaves out a plan Roiva filled in that no one has confirmed.
planned_capacity_to_date_cents	int64 (cents)may be empty	The business cases' freed capacity for the months of the window each initiative was live, in cents. Portfolio rows only; leaves out a plan Roiva filled in that no one has confirmed.
planned_opex_to_date_cents	int64 (cents)may be empty	The business cases' running cost for the months of the window each initiative was under way, in cents. Portfolio rows only; leaves out a plan Roiva filled in that no one has confirmed.
planned_capex_cents	int64 (cents)may be empty	The business cases' one-off cost, in cents. Portfolio rows only; leaves out a plan Roiva filled in that no one has confirmed.
vendor_price_effect_cents	int64 (cents)may be empty	Of the approved value, the part AI providers' own price changes gave, in cents. Portfolio rows only; empty where no entry carries that split.