Create a Warranty Report at the Account Level
The account-level Warranty Issues report helps you review warranty issue activity across your warranty projects. Use this account-level report when you need to summarize warranty issues by project, company, root cause, trade, or business unit.
Begin by navigating to the account view by clicking the BUILDR logo, then click Reports in the left navigation.
Next, click Warranty Issues.
Now it's time to customize your report. The report setup options include:
Group by: Group warranty issues by Project, Company, Root Cause, Trade, or Business Unit.
Statuses: Include Requested, Open, Work Scheduled, Pending Approval, Closed, and/or Declined issues.
Companies: Select All or choose specific companies to include.
Business units: Select All or choose specific business units to include.
Date range: Include issues from All-time, Last Week, Last Month, Last Year, or a Custom Date Range.
Once you are finished, click Generate Report. If you would like a Warranty Issue report automatically emailed to you on a weekly basis, you can create and subscribe to a custom report. Learn more here.
The report opens in a new browser tab. The warranty report includes:
A summary table based on the grouping you selected, such as project, company, root cause, trade, or business unit
Issue aging buckets, including 0-30, 31-60, 61-90, and 91+ days open
Total open, closed, declined, and overall issue counts
A detailed breakdown for each group, including issue number, title, description, project, location, responsible contractor, creator, created date, cost, priority, and status
Report visibility follows your project access. Standard and collaborator users only see warranty issues for projects they have permission to view.
Download Warranty Issues Report
You can download the report as a PDF or CSV.
Use the PDF when you want a shareable summary of the warranty issues report.
Use the CSV when you want more warranty issue detail and activity included in your report, such as collaborator comments and declined messages.