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Custom Reports

How to create and subscribe to Custom Reports

Gracie Bradley avatar
Written by Gracie Bradley
Updated over 4 months ago

Create A Custom Report

Buildr enables you to create custom reports that can be sent to your inbox weekly. Create saved reports to view Closeout progress by project or Warranty Issues by project.

To create a custom report, navigate to the account homepage by clicking on the BUILDR logo on the top-left of your screen.

Next, navigate to the Reports tab.

Here, you can create a custom report for both Closeout Overview by Project and Warranty Issues.

Customize your report and select Save as Custom Report.

Next, name your custom report. If you would like to receive this report on a weekly basis, click Subscribe.

Subscribe & Run A Custom Report

Once you have created one or more custom reports, they will populate under Custom Reports on the Reports tab of the account homepage.

Your team will be able to view and subscribe to saved custom reports. To generate a custom report, click Run.

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