Example Ventures books report
Build me a dashboard of our books in Ceviche: what needs attention, the totals, and billed by month.
Used Ceviche
Building a dashboard report using Ceviche tools.
LoadedCeviche
Used CevicheWho am I›
Used Ceviche: Aggregate totalsDataset: bills, Order: -sum›
Used Ceviche: Aggregate totalsDataset: bills, Where: date:2026›
Used Ceviche: Aggregate totalsapprovals›
Used Ceviche: Aggregate totalsinvoices›
Searched Ceviche recordskind:transaction status:new sort:-amount›
Searched Ceviche recordskind:transaction status:mixed sort:-amount›
I have the numbers. Creating the dashboard now.

Here's your books report. Every figure comes from Ceviche, and the rows that need attention link straight to the bill.

Reply to Claude...
Opus 5.5
Books report

Example Ventures books report

Mixed and Held bills make up 38.2% of everything billed, and 41 bills ($52,318.60) still wait for a first split.

Needs attention

22 bills have lines at different statuses$304,270.15Open in Ceviche
Largest mixed bill: Harbor Legal LLP 30 Sep 2026$48,920.00Open in Ceviche
41 bills not split to any fund$52,318.60Open in Ceviche
Largest unsplit bill: Northwind Travel 9 Oct 2026$6,410.00Open in Ceviche
Approval requests still In Approval7Open in Ceviche
Total billed, all dates
$0.00
512 bills, voided left out
Billed in 2026
$0.00
301 bills dated 2026
Held on project entities
$0.00
74 bills waiting to settle to funds
Invoiced to funds
$0.00
14 fund invoices, all dates

Billed by month

Nov 2025 to Oct 2026, bills at their total amount

Billed by status

All dates, every bill counted once at its total
Mixed$304,270.15 · 22 bills Held$186,440.20 · 74 bills ManCo$96,512.80 · 63 bills New$52,318.60 · 41 bills
Creating the report...