Reports & exports
Filter once, then generate governed CSV or Excel files from the same authorised dataset.
Monthly reporting period · 2026-01 to 2026-12 (current FY default)
Investment Register
Complete governed record export with every required dimension
Monthly Financial Variance
One row per Investment for every month in the selected reporting period
Actuals Reconciliation
Posted, rejected, duplicate, and unresolved ERP import rows
Queued jobs process after the page responds and remain reproducible from their filter snapshot.
| Export | Format | Status | Requested by | Rows | Created | Action |
|---|---|---|---|---|---|---|
Monthly Financial Variance {} | CSV | Completed | Daniel Wong | 9 | 19 July 2026 | |
Investment Register {} | CSV | Completed | Daniel Wong | 9 | 19 July 2026 | |
Investment Register {} | CSV | Completed | Daniel Wong | 9 | 19 July 2026 | |
Monthly Financial Variance {} | CSV | Completed | Daniel Wong | 9 | 19 July 2026 | |
Actuals Reconciliation {} | CSV | Completed | Daniel Wong | 13 | 19 July 2026 | |
Investment Register {} | CSV | Completed | Daniel Wong | 9 | 19 July 2026 | |
Actuals Reconciliation {"batchId":"5b3b80bf-0fac-4b3b-870e-dfa4a632b408"} | CSV | Completed | Daniel Wong | 4 | 19 July 2026 | Download |
Actuals Reconciliation {"periodTo":"2026-12","periodFrom":"2026-01"} | XLSX | Completed | Daniel Wong | 12 | 19 July 2026 | Download |
Actuals Reconciliation {"periodTo":"2026-12","periodFrom":"2026-01"} | CSV | Completed | Daniel Wong | 12 | 19 July 2026 | Download |
Monthly Financial Variance {"periodTo":"2026-12","periodFrom":"2026-01"} | XLSX | Completed | Daniel Wong | 108 | 19 July 2026 | Download |
Monthly Financial Variance {"periodTo":"2026-12","periodFrom":"2026-01"} | CSV | Completed | Daniel Wong | 108 | 19 July 2026 | Download |
Investment Register {"periodTo":"2026-12","periodFrom":"2026-01"} | XLSX | Completed | Daniel Wong | 9 | 19 July 2026 | Download |
Investment Register {"periodTo":"2026-12","periodFrom":"2026-01"} | CSV | Completed | Daniel Wong | 9 | 19 July 2026 | Download |
Actuals Reconciliation {} | XLSX | Completed | Daniel Wong | 13 | 19 July 2026 | Download |
Monthly Financial Variance {"periodTo":"2026-07","periodFrom":"2026-01"} | CSV | Completed | Daniel Wong | 63 | 19 July 2026 | Download |
Investment Register {"businessUnit":"RETAIL"} | XLSX | Completed | Daniel Wong | 5 | 19 July 2026 | Download |
Investment Register {} | CSV | Completed | Daniel Wong | 9 | 19 July 2026 | Download |