Understanding fields and amounts on dashboards and reports

<h2>Where reports and dashboards live</h2>

<p>Jules surfaces operational and financial information through three areas:</p>

<ul>

<li><strong>Dashboards</strong> — high-level KPIs (live, refreshed continuously).</li>

<li><strong>Reports List</strong> — exportable reports (Open Position Report, Net Revenue, Vendor Payables, etc.).</li>

<li><strong>Audit Logs</strong> — change history for an entity (per contract, per allocation).</li>

</ul>

<p>Each surface pulls from a different query, so a field that exists on one will not necessarily appear on another.</p>

<h2>When a field is missing</h2>

<p>Common reasons a column you expect doesn't appear:</p>

<ol>

<li><strong>The report doesn't include that field by design.</strong> Origin / destination / supplier / material description are present on operational reports but not on every financial export. Check whether the field belongs on a <em>trade</em> report or on a <em>finance</em> report.</li>

<li><strong>A filter is hiding the row.</strong> Confirm the date range, organization, and status filters at the top of the page.</li>

<li><strong>The data hasn't been entered upstream.</strong> A blank "Origin" on a report usually means the upstream operation has no origin set on its purchase line.</li>

</ol>

<h2>When amounts don't reconcile</h2>

<p>If Net Revenue and Purchase totals don't add up to what you expect:</p>

<ol>

<li>Check the <strong>currency conversion date</strong> — Jules converts at the date stored on the document (invoice date, allocation date), not at today's rate.</li>

<li>Open the <strong>Audit Log</strong> of the contract (contract details → Audit Logs tab) to see whether prices were edited after the report was last generated.</li>

<li>Confirm the <strong>report scope</strong>: some reports include only validated documents; drafts and proformas are excluded.</li>

</ol>

<h2>Asking for help</h2>

<p>If after these checks the figures still look wrong, contact Jules support with: the report name, the filters applied, and the contract or allocation reference. Support will replay the query and flag the divergence.</p>

<h2>Technical context</h2>

<p>Reports and dashboards in Jules are computed at query time, not stored — so reloading after fixing upstream data will surface the corrected values immediately. There is no nightly batch to wait for.</p>

Updated on: 27/04/2026