Reporting & Ask Arvia
See which projects make money, without building a spreadsheet.
Standard reports for finance and operations, reports you build yourself, and questions in plain English.
| Project | 0–30 | 31–60 | 61–90 | 91–180 | 180+ | Total |
|---|---|---|---|---|---|---|
| Kestrel Lane officesAcme Homes | 6,240 | 2,180 | – | – | – | 8,420 |
| Substation surveyAcme Utilities | 3,150 | – | 1,460 | – | – | 4,610 |
| Brook Street flatsAcme Estates | 1,920 | 840 | – | 1,500 | 800 | 5,060 |
| Millrace bridge inspectionAcme Utilities | – | – | 610 | 1,180 | – | 1,790 |
| Total | 11,310 | 3,020 | 2,070 | 2,680 | 800 | 19,880 |
Standard reports
The reports project businesses ask for, built in.
Every figure traces back to a real transaction: an approved timesheet, a raised purchase order or an issued invoice.
Executive
Ready to print as PDF.
- Quote monitor: open quotes by value and age
- Recurring revenue: monthly and annual recurring revenue (MRR and ARR)
Finance
- Invoice reporting: invoices raised over a period
- WIP report with ageing: unbilled work, grouped by age
- Project profitability report: margin on each project
- Unbilled time report: approved time not yet invoiced
Time & people
- Weekly timesheet report: hours logged each week
- Monthly timesheet report: hours logged each month
- Timesheet completeness report: who hasn’t completed their timesheet
- Summary work report by employee: hours by person and project
- Billable time: billable and non-billable hours
- Utilisation report: how much of each person’s time is billable
- Approval bottleneck report: where approvals are waiting
Operations
- Data quality report: records with missing or inconsistent data
- Your own custom reports: built from your own data
Your own reports
Build the report you need.
When the standard reports don’t answer the question, build your own from the same data.
Custom reports
Build reports from timesheets, projects, invoices, costs, purchase orders and leave, with charts.
Dashboards
Choose the KPIs on your dashboard. Figures are read from live data each time you open it.
CSV export
Export reports to CSV for finance, your accountant or your BI tool.
Search
Jump to any project, customer or record from one search box.
- Choose fieldsFrom timesheets, projects, invoices, costs, purchase orders or leave.
- FilterBy project, customer, person, date or status.
- ChartShow it as a table or a chart.
- Save to your dashboardRead from live data each time you open it.
Ask Arvia
Ask about your business in plain English.
“Which projects are over 80% of budget?” “What’s unbilled for Acme Surveys?”
Ask Arvia answers from your Arvia data: projects, time, costs, purchase orders and invoices. It can also prepare routine work for you to check, such as timesheet entries, a purchase order, a draft invoice from a project, a project from a won opportunity, or CRM activities.
How Ask Arvia stays inside your rulesWhat’s unbilled for Acme Surveys?
Three items are unbilled for Acme Surveys:
| Item | Hours / cost | Age |
|---|---|---|
| Boundary survey, phase 2 | 14.5 h · £1,160 | 38 days |
| Drone hire (supplier bill) | £420 | 21 days |
| Site visit mileage | 86 mi · £38.70 | 9 days |
- You ask a question
- Arvia answers from your data
- It can prepare a change
- You review and confirm
Governance
AI that stays inside your rules.
Opt-in
Ask Arvia is optional and stays off until an administrator switches it on.
Permissions respected
It only sees what the person asking is allowed to see.
Human confirmation
It prepares changes; nothing is saved until a person reviews and confirms.
Figures from your data
Amounts and totals come from Arvia’s own calculations, not from the AI model.
FAQ
Reporting questions.
Where do the figures come from?
Can we export reports?
Is Ask Arvia switched on by default?
Can Ask Arvia change our data?
Ask for an Ask Arvia walkthrough.
See questions answered and a draft prepared and confirmed, using an example business.