Readybuild Unlocked Report Builder

Readybuild Unlocked: Report Builder Every design-build firm runs on three or four critical numbers, and they are rarely the same from one company to the next. For one firm, it's how long a project sits in design. For another, it's which division is actually making money. For another, it's how much sold work hasn't started yet, which decides whether you hire in November or next year. In this session of Readybuild Unlocked, where we go deep on one part of the platform each episode, we cover Report Builder: the tool that lets you build your own reports on your own fields, including custom fields, without waiting on anyone. Keith Slater, Readybuild's lead developer, builds every report live from a blank screen, with no slides. He builds a sales by lead source report that shows which sources actually turn into sold work, broken out by division; an open permits report that pulls in a company-specific custom field; an on-the-fly report calculating average days from sold to start by division; and a project manager's view of active projects with change order amounts and schedule variance. We also take live questions from attendees, covering dimensions versus metrics, reporting on custom fields, whether shared reports show live data, sharing by role, and exporting to Excel or CSV. Timestamps 00:00 Welcome and why Report Builder 03:20 A tour of Report Builder: data sources, dimensions, metrics, filters, and calculated fields 07:55 Demo 1: Sales by lead source, broken out by division 19:30 Demo 2: Open permits report with a custom field 24:50 Live Q&A: dimensions vs. metrics, custom fields, and live data 28:45 Demo 3: Average days from sold to start, by division 34:30 More Q&A 36:30 Demo 4: A project manager's view of active projects, change orders, and schedule variance 43:15 Sharing reports and exporting to Excel or CSV 45:45 Getting help with Report Builder Report Builder is available now under the Reports menu in Readybuild. Questions while you build? Email support@readybuild.com. Want help building the reports that matter most to your business? We offer tiered support for Report Builder. We can build the reports you already have in mind, answer questions as you build your own, or step back with you to identify which numbers your company should be watching in the first place. Reach out to Kylene Herr at kylene@readybuild.com.