Concepts¶
The ideas the rest of the documentation assumes.
Workspace¶
A workspace holds one company: its profile, users, bexio connection, configuration, report data, logs and billing. Almost everything is company-owned — switching workspace means working with a different set of data entirely.
bexio connection¶
mReport reads projects, work packages, contacts, users and time entries from bexio. The connection lives under bexio access and is used by background sync jobs.
It is read-only. mReport never writes to bexio, so a wrong number is always fixed in bexio and then synced.
Base data¶
Reusable information every report draws on:
- contacts
- client services
- holidays
- employee time rules
- chart colours
- disclaimers
- bexio projects and work packages
Changing base data changes how dashboards and PDFs are grouped, labelled and calculated — often across several reports at once.
Report configuration¶
A reusable preset: what can be reported, not the data of one refresh. One configuration serves every period, so you do not create a new one per month. See report configurations.
Report data¶
The generated result for one time window. Dashboards read this from the database instead of querying bexio on every page load — which is why a report opens instantly and why a refresh is a separate, explicit action.
Refresh when the source data changed, or when a period has never been computed.
Background jobs¶
Syncs, refreshes and large PDF exports run as background jobs. You can navigate away; the page updates itself when the job finishes. A job that fails leaves an entry in the error log.