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BuildWorkPro Docs

Reports

Reports opens on the Business review – one page that answers how the business is doing for a period you pick. Each section links to a full report with the rows behind the numbers. Open it from Reports in the sidebar.

The Business review for year to date, with Sold, Billed, Collected, and Owed to you cards above the billed-vs-collected chart, the who-owes-you list, and the sales section

Pick a period

Section titled “Pick a period”

The period selector at the top right scopes everything – This Week (the default), This Month, This Quarter, Year to Date, Last Month, Last Quarter, Last Year, All Time, or a Custom range. Turn on vs prior period to compare each figure with the period before it.

The Business review

Section titled “The Business review”

Four cards lead the page:

  • Sold – accepted bids, with the count won and the win rate.
  • Billed – invoices plus pay apps.
  • Collected – cash received, and the share of billed it represents.
  • Owed to you – open receivables as of today.

Below them, three sections:

  • Money – billed versus collected over trailing periods, and Who owes you, by customer.
  • Sales – bids sent versus won (win rate counts decided bids, with expired bids as lost), and the pipeline for the period: open pipeline value, new leads, bids sent, new contacts, and leads gone quiet.
  • Work in progress – backlog (contract versus billed on live projects) and schedule.

Reports

Section titled “Reports”

Each section links to its full report, also listed under Reports in the sidebar:

  • AR aging and Billed vs collected – money.
  • Bid performance and Pipeline by source – sales.
  • WIP / backlog – work.

A report page has the same period selector, summary figures at the top, and a table of the rows behind them. Save a filter and period combination with Save current view, and use Export -> Export as CSV to download the table.

What’s next

Section titled “What’s next”