Reporting, Audit Logs, and Operational Visibility
Reporting is where teams discover whether workflows are actually working. NAViCalC reporting connects data across inventory, CRM, billing, accounting, HR, and operations. This enables management reporting that is consistent and auditable.
This page describes how NAViCalC supports reporting, audit logs, entity history signals, report schedules, report history, exports, and controls like approvals and period lock.
Why reporting breaks in growing businesses
Most reporting problems come from fragmented workflows: invoices in one system, inventory in another, approvals in email, and reconciliations done in spreadsheets. NAViCalC reduces this fragmentation by keeping operational and financial records connected in one platform.
- One source of truth: avoid competing numbers across tools.
- Traceability: understand how a number was produced (documents + history).
- Repeatability: schedule reporting so it runs consistently, not only when someone remembers.
Report schedules and report history
NAViCalC supports Report Schedules so teams can automate recurring reports. Report History helps teams verify that scheduled reports ran, what was delivered, and when. For delivery, teams can use Email Queue (where configured) to keep reporting reliable.
Examples of scheduled reports
- Daily collections reminders summary and overdue invoice list
- Weekly inventory variance and stock transfer exceptions
- Monthly AR/AP aging and close readiness checklist
- Attendance and payroll summaries for HR review
When combined with cron monitoring, teams can detect failures early and avoid “silent” missing reports.
Audit logs and entity history
When a record changes, teams need traceability. NAViCalC supports audit logs and entity history signals so teams can review changes across key documents and operations. This improves accountability and reduces time spent during reviews.
- Who made the change (user, role)
- What changed (key fields)
- When it changed (timestamps)
- Why it changed (where reasons/comments are captured)
Audit review workflow (recommended)
When an auditor or reviewer asks “why did this number change?”, teams should be able to trace the story quickly: source document → approvals → edits → reporting period. NAViCalC makes this easier when audit logs and period lock are used consistently.
- Start from the report total and drill into the underlying documents.
- Review approval steps and any overrides for exceptions.
- Check audit logs/entity history for field-level changes and timestamps.
- Confirm the period was reviewed and locked after close (where configured).
Controls: approvals and period lock
Governance improves data quality. Approval Templates, step approvals, and amount thresholds provide predictable approval flows. Financial period lock controls (where configured) prevent back-dated changes after close, which improves audit outcomes.
What teams report on
- Billing: invoice volume, collections, credit notes, outstanding receivables
- Inventory: movements, transfers, valuation, availability and serialized units (where enabled)
- Operations: vendor bills, matching status, GRNI clearing, assets and depreciation
- CRM: leads, follow-ups, campaign performance (provider-based)
- HR: attendance, payroll summaries, claims
Designing reports that teams actually use
A report that is not d will not be used. NAViCalC reporting is most effective when teams agree on definitions (for example what counts as “paid”, how returns are treated, and how inventory transfers are valued) and then apply consistent controls such as approvals and period lock.
- Start with operational definitions: agree on what the metric means before building dashboards.
- Use evidence links: make it easy to drill down from totals to documents (invoices, GRN, bills).
- Schedule and review: automate delivery and review report history so reporting is never “missing”.
For teams evaluating deployment options, see pricing, on-prem enterprise, and licensing.
Access to reports can be restricted using RBAC and module enable/disable so sensitive finance or HR reporting remains visible only to authorized roles.
Exports and evidence packages
Audits and reviews often require “evidence packs”: supporting documents, approvals, and exports that show how totals were calculated. NAViCalC reporting, combined with audit logs and history, helps teams assemble evidence faster and reduces back-and-forth.
Automations that support reporting
Operational reliability requires monitoring. NAViCalC supports scheduled jobs and cron monitoring and can run Email Queue and WhatsApp Queue as part of automated workflows (provider-based). This supports consistent delivery and reduces manual work.
Governance reporting for leadership
Leadership teams often want a small set of governance reports that answer: “Are controls being followed?” NAViCalC supports governance-focused reporting across modules.
- Approval compliance (which transactions bypassed approvals, where configured)
- Audit log review summaries for sensitive entities
- Period close readiness signals and outstanding exceptions
- Queue health and cron monitoring status for scheduled operations
For structured tenant feedback loops, see the Support Portal page.
Reporting checklist for teams
- Define owners for key reports (sales, collections, inventory, AP, payroll).
- Use report schedules so reporting is automatic and predictable.
- Review report history weekly to detect missing runs or failures.
- Use approvals for exceptions (discounts, adjustments, high-value transfers) so data stays clean.
- Enable period lock after month-end review to keep historical reporting stable.
Reporting FAQ
Can I automate recurring reports?
Yes. Use Report Schedules and Report History. For delivery, use Email Queue where configured.
Do you keep audit logs?
Yes. Audit logs and entity history signals help teams review changes and build evidence for reviews.
Will reporting cover multiple modules?
Yes. NAViCalC reporting connects inventory, CRM, billing, accounting, HR, and operations.
Related pages
- Accounting & finance for period close, ledgers, and reconciliation.
- Operations for purchasing, approvals, assets, and vendor controls.
- Support portal to track issues and feature requests (tenant-based).