Clients
| Client name | Tenant ID | App (client_id) | Workspace | Warehouse customer_id | Consent | LA Reader | Secret status | Refresh freshness | Next scheduled | Actions |
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Add client
Current Month Dashboard
Read-only charts from the latest stored report contract. Opening this page never reruns a data-source query.
Query tester
Run a read-only ad-hoc query for one client without adding it to the metric catalog. SQL must include a customer_id = ? parameter; every placeholder is bound to the selected client.
Metric Preview
Run one catalog metric for a client without saving evidence or changing a report.
Metric Editor
Change the query behind one metric, or switch a metric off. Edit it for all clients and every client inherits it, including ones onboarded later; edit it for one client and only that client departs, over whatever the all-clients layer says. A client with no edit of its own keeps getting catalog fixes automatically. Try a change with Run this query before saving — it runs read-only and saves nothing.
Custom Metrics
Define a metric with no entry in the standard catalog and bind it to one of the four generic slots on the Custom Metrics slide — three single-number tiles and a table. A custom metric applies to all clients at once, the same as the Metric Editor's all-clients edits, since it is the same template slide in every deck. Deleting one removes it outright; there is no catalog copy underneath it to fall back to.
Every custom metric returns exactly two columns, label and value — one row for a tile, one row per result for the table.
Report Preview
Render a read-only SVG preview from the selected period's stored report data. The downloaded PowerPoint remains the authoritative output.
Generate reports
Results
| Client | Status | Finished | Size | Report |
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Problems
Refresh one client
Refresh all clients
Worker
Global automation defaults
Run Summary
Tenant Readiness
| Tenant | Client | Ready | Consent | Client secret | Workspace | LA Reader | Template | Pinned | Missing Checks |
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Runs
| Workflow / run | Client | Period | Status | Stages | Mode | Refresh rows | Freshness | Source as of | Trigger | Finished | Actions |
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Run Detail
Domain Status
| Domain | Status | Source Period | Detail |
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Warnings
Errors
Evidence
| Metric | Source | Endpoint / Query | Period |
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Contract Explorer
Template Registry
| Template ID | Scope | Tenant | Actions |
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Template Assignments
| Tenant | Template | Version | Slide Set | Assigned UTC |
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Access Control
Users
| User | Sign-in | Object ID | Status | Action |
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Role assignments
| User | Role | Scope | Tenant | Action |
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Roles and permissions
| Role | Type | Permissions | Action |
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Audit History
| Time | Actor | Action | Outcome | Tenant |
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