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Reports: for Members and Admins

Reports contains predefined, live reports. Opening a report records a report-view audit event. Empty vaults produce empty reports rather than sample data.

ReportWhat it shows / controls
Portfolio valueExact subtotals by currency plus an estimated blended USD total using spot FX. Original-currency totals remain authoritative.
Items by typeCount grouped by type, including a "no type" bucket.
Items by locationCount grouped by the item's primary storage location.
Items by beneficiaryCount grouped by intended-for beneficiary, including "no beneficiary."
Insurance expiring soonExpired policies plus active policies in a selectable 30/60/90-day window.
Warranty expiring soonExpired warranties plus active warranties in a selectable 30/60/90-day window.
Items expiring soonExpired items plus items in a selectable 30/60/90-day window.
Transaction historyMovement history filtered by From date, To date, performing user, and item.

Current boundary: Reports are on-screen predefined reports. A full vault export package is not currently available.