reports
Access organizational reports: KPIs, financial summaries, and compliance status to find missing documents.
Instructions
View organizational reports — admin dashboard with KPIs, financial summaries for date ranges, and compliance status showing which families are missing required documents.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| action | Yes | Action to perform | |
| dateTo | No | End date for financial_summary (ISO 8601) | |
| dateFrom | No | Start date for financial_summary (ISO 8601) | |
| familyId | No | Family ID for compliance_status |