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Reports Overview

Readybuild provides comprehensive reporting capabilities to help you analyze sales performance, monitor production progress, and track financial health across your organization.

Accessing Reports​

  1. Click Reports in the main navigation sidebar
  2. Select the report category (Activities, Design, General, Marketing, Production, or Sales)
  3. Choose the specific report you need
  4. Apply filters and date ranges as needed
  5. View results or export data

Report Categories​

Report Builder​

Build your own reports on Projects, Contacts, Contracts, Permits, Activities, Purchase Orders, or Quotes — choose the fields to break the data down by, the numbers to measure, and the filters to apply, then save, share, chart, and export the result:

Sales Reports​

Track sales performance, pipeline health, and revenue projections:

Production Reports​

Monitor project execution, costs, and financial performance:

Marketing Reports​

Analyze lead generation and marketing effectiveness:

Design Reports​

Monitor design department performance:

General Reports​

Company-wide analytics and cross-functional data:

Common Features​

Date Range Selection​

Most reports support flexible date filtering:

  • This week/month/quarter/year - Quick preset selections
  • Last week/month/quarter/year - Historical period comparisons
  • Custom date range - Specific start and end dates

Filtering Options​

Reports typically allow filtering by:

  • Date range - Focus on specific time periods
  • Team member - Filter by salesperson, project manager, or other assigned users
  • Project type - Segment by division
  • Stage - Filter by sales, design, or production stage
  • Custom criteria - Additional filters specific to each report

Exporting Data​

Export reports for further analysis or sharing:

  • CSV - Spreadsheet-compatible format for data analysis

Most reports include an Export CSV button in the top-right corner.

Sorting​

Click on column headers to sort report data:

  • Click once for ascending order
  • Click again for descending order
  • Click a third time to remove the sort on that column

Most table-based reports support multi-column sorting. Hold Shift and click additional column headers to add secondary, tertiary, or further sort levels. Each sorted column displays a priority number (1, 2, 3...) indicating the sort order. Shift+click a sorted column again to remove it from the multi-sort.

Report Permissions​

Access to reports may be controlled by user permissions:

  • View Project Costs - Required for financial reports like WIP Report and Cost Detail
  • Marketing Permission - Required for marketing-related reports
  • View All Commission - Required for the commission module's reports under Commissions, and lets you see every user in the Commission report under General; without it that report shows you and your direct reports

Contact your administrator if you need access to specific reports.

Best Practices​

Regular Review Schedule​

  • Daily: Activity summaries, overdue items
  • Weekly: Sales pipeline, production status
  • Monthly: Financial reports, marketing effectiveness
  • Quarterly: Trend analysis, goal tracking

Data Quality​

  • Ensure team members log activities consistently
  • Keep project stages updated
  • Record accurate time entries
  • Close out completed projects promptly

Using Reports for Decisions​

  • Compare performance across time periods
  • Identify trends before they become problems
  • Use data to set realistic goals
  • Share insights with team for transparency