{"slug":"sample-reports","title":"Sample reports","summary":"What a CFO receives from Roiva, shown for a fictional company: Board Brief, Value Evidence Register and Portfolio Snapshot, and how to trace each figure.","section":"Reference","url":"https://roiva.ai/docs/reference/sample-reports","generated":"Made by Roiva's own report code from a fictional account, and regenerated whenever the reports change.","license":"https://roiva.ai/terms","tables":[{"title":"The files","columns":["File","Report","Format","What it holds"],"rows":[{"File":"calder-voss-board-brief-fy2026-q2.pdf","Report":"Board Brief","Format":"PDF · 3 pages","What it holds":"Three pages for the board pack: the quarter against the one before it, the initiatives behind it, the trajectory, what the brief does not claim, and what moved net cash, with the management commentary the company's CFO approved under it."},{"File":"calder-voss-board-brief-fy2026-q2.pptx","Report":"Board Brief","Format":"PowerPoint · 7 slides","What it holds":"The same brief as slides, with native tables and charts the company's own team can restyle."},{"File":"calder-voss-value-evidence-register.xlsx","Report":"Value Evidence Register","Format":"Excel","What it holds":"The audit-committee appendix: a summary sheet, then one row per approved value entry with its formula version, inputs, source and approver."},{"File":"calder-voss-value-evidence-register.csv","Report":"Value Evidence Register","Format":"CSV · 22 rows","What it holds":"The register's rows as plain values, for a script or an assistant to read, in the columns the Export button on Entries → Value Entries gives; ROI → Reports offers the register as Excel only. Inputs is the frozen input snapshot as JSON."},{"File":"calder-voss-portfolio-snapshot.pdf","Report":"Portfolio Snapshot","Format":"PDF · 2 pages","What it holds":"Every initiative's value, cost and ROI over all time, against the plan to date."}]},{"title":"Where the figures agree","intro":"The three reports, held to each other to the cent. The generator checks each line before it writes the files. Cash and freed capacity are reported side by side and never added: net cash value and ROI are cash only, with freed capacity beside them. Freed capacity a person showed became cash counts once, as cash: it is netted out of the capacity it came from.","columns":["Figure","Board Brief","Value Evidence Register","Portfolio Snapshot"],"rows":[{"Figure":"Cash value, Fiscal Q2 2026","Board Brief":"$99,871.83","Value Evidence Register":"$99,871.83\nFrom the 20 entries dated in the quarter","Portfolio Snapshot":"Covers all time"},{"Figure":"Freed capacity, Fiscal Q2 2026","Board Brief":"$326,626.98","Value Evidence Register":"$326,626.98","Portfolio Snapshot":"Covers all time"},{"Figure":"Cash value to date","Board Brief":"$99,871.83","Value Evidence Register":"$99,871.83\nFrom all 22 entries","Portfolio Snapshot":"$99,871.83"},{"Figure":"Freed capacity to date","Board Brief":"$365,311.14","Value Evidence Register":"$365,311.14","Portfolio Snapshot":"$365,311.14"},{"Figure":"Cost to date","Board Brief":"$362,452.51\nThrough August 31, the quarter's end","Value Evidence Register":"Value only","Portfolio Snapshot":"$381,202.51\nIncludes $18,750.00 dated after August 31"},{"Figure":"Net cash value to date","Board Brief":"-$262,580.68","Value Evidence Register":"Value only","Portfolio Snapshot":"-$281,330.68"}]},{"title":"A calculated figure's trail: AP Invoice Automation, August 2026","intro":"A calculated entry: a library formula over the month's readings and the account's own assumptions.","columns":["Register column","This entry"],"rows":[{"Register column":"ID","This entry":"39"},{"Register column":"Type","This entry":"Freed capacity"},{"Register column":"Amount","This entry":"$33,096.96"},{"Register column":"Provenance","This entry":"Calculated from “Invoice Processing Freed Capacity”"},{"Register column":"Formula · Formula version","This entry":"Invoice Processing Freed Capacity · version 1"},{"Register column":"Arithmetic","This entry":"invoices_processed * (baseline_minutes_per_invoice - current_minutes_per_invoice) * labor_rate_cents_per_minute"},{"Register column":"Inputs","This entry":"As frozen when it was calculated\nBaseline minutes per invoice: 6.9 (baseline)\nCurrent minutes per invoice: 3.5 (observation)\nInvoices processed: 15,210 (observation)\nLabor rate per hour: 3,840 (assumption)\nLabor rate per minute: 64 (derived)"},{"Register column":"Approved by","This entry":"Priya Raman (praman@caldervoss.example)"},{"Register column":"Approved at","This entry":"September 8, 2026, 16:00 UTC"}]},{"title":"A synced figure's trail: AI Support Triage & Deflection, August 2026","intro":"A synced entry: the help desk's records, priced one by one under the link's rule.","columns":["Register column","This entry"],"rows":[{"Register column":"ID","This entry":"44"},{"Register column":"Type","This entry":"Freed capacity"},{"Register column":"Amount","This entry":"$83,996.16"},{"Register column":"Provenance","This entry":"Synced from Zendesk"},{"Register column":"Inputs","This entry":"Resolved tickets tagged ai-deflected\n10,937 tickets at $7.68 each\n443 more left out because the customer came back within 4 days\nFor example ticket 4831113, followed by ticket 4831114"},{"Register column":"Source system · Source ref","This entry":"Zendesk · 7:2026-08"},{"Register column":"Approved by","This entry":"Priya Raman (praman@caldervoss.example)"},{"Register column":"Approved at","This entry":"September 8, 2026, 16:00 UTC"}]},{"title":"A realized figure's trail: AI Support Triage & Deflection, August 2026","intro":"A person's entry: freed capacity shown to have become cash, with the document it rests on. It counts as cash, and comes out of the same month's freed capacity, so the dollar counts once.","columns":["Register column","This entry"],"rows":[{"Register column":"ID","This entry":"45"},{"Register column":"Type","This entry":"Capacity realized as cash"},{"Register column":"Amount","This entry":"$43,497.00"},{"Register column":"Provenance","This entry":"Manually entered"},{"Register column":"Recorded by","This entry":"Dana Whitlock (dwhitlock@caldervoss.example)"},{"Register column":"Notes","This entry":"9 tier-1 agent roles left open in August under the headcount plan, each $4,833 a month loaded. Payroll fell by that much; the work went to the AI agent."},{"Register column":"Supporting documents","This entry":"Customer Care headcount plan, FY2026: tier-1 roles frozen as agents leave"},{"Register column":"Approved by","This entry":"Priya Raman (praman@caldervoss.example)"},{"Register column":"Approved at","This entry":"September 8, 2026, 16:00 UTC"}]}]}