The Overview report gives your team a real-time, high-level snapshot of billing, collections, project health, and outstanding lien waivers across your jobs.
Use it to quickly see what has been billed, what still needs follow-up, where collection risk may be building, and which projects may need closer attention. It also serves as a helpful starting point for drilling into more detailed reports in Siteline.
What this report shows
The Overview report brings together key metrics from across Siteline into one place so you can quickly understand the current state of your business for the selected month. At a glance, you can see:
billing totals for the month
billed and draft billing totals
progress billing and retention metrics
how many projects billed this month and their current statuses
outstanding pay apps and A/R aging totals
project Snapshot score distribution
outstanding vendor lien waivers
This report is designed to give you a quick pulse check before drilling into the Billing, A/R Aging, Project Snapshot, or lien waiver details.
Where to find it
Go to Reporting and select Overview.
Who can use this report
Access to the Overview report depends on your permissions in Siteline. Admins can view all company projects, while non-admin users only see jobs they have access to.
Filters and controls
Use the filters at the top of the report to narrow your view.
You can filter by:
month
office
lead PM
GC
These filters make it easy to compare billing and collections activity across teams, offices, or customers.
Billing summary
The top section of the Overview report shows key billing metrics for the selected month, along with a monthly billing trend chart.
Section | Description |
Gross billed | Shows the gross amount billed for submitted billings in the selected month. |
Gross billed & draft | Shows the total amount billed plus billing still in draft for the selected month. |
Progress billed | Shows the amount billed for project progress during the selected month. |
Retention billed | Shows the amount of retention billed during the selected month. |
Retention held this period | Shows the amount of retention held during the selected billing period. |
Monthly billing chart | Shows billing trends over time and compares billed amounts to billed plus drafts. |
Projects billed
This module shows how many projects billed during the selected month, along with a breakdown of project billing statuses.
Statuses shown may include:
Submitted
Draft, on time
Not billing
Past due
Use this module to quickly answer questions like:
Which projects billed this month?
Which projects are still in draft?
Are any projects past due?
How many projects are not billing this cycle?
Pay apps outstanding
This module shows your outstanding pay apps and an aging overview for accounts receivable. It includes:
total pay apps outstanding
current
30 days old
60 days old
90 days old
120 days old
Use this module to quickly understand how much A/R is still open and where aging risk is building.
Snapshot scores
This module shows the number of projects in each Snapshot score category.
Snapshot scores are grouped into:
A
B
C
Use this module to quickly understand overall project health distribution and identify whether more jobs are trending healthy, moderate-risk, or at-risk.
Vendor lien waivers outstanding
This module shows the number of vendor lien waivers that have been requested but not yet received.
This section includes:
total unsigned lien waivers
vendors with outstanding lien waivers
Use it to monitor waiver follow-up and spot compliance work that may still need attention.
How to use the Overview report
The Overview report helps answer questions like:
What did we bill this month?
How much billing is still in draft?
Which projects have not billed yet?
Are any pay apps overdue?
Is A/R aging getting worse?
Are there missing vendor lien waivers?
How are our projects trending by Snapshot score?
Are there differences across offices, PMs, or GCs?
How to read the report
Here are a few ways to use the Overview report:
Start with the top billing summary
Review the billing cards and monthly chart to understand billing performance for the selected month and how it compares to recent months.
Check project billing coverage
Use the Projects billed module to see how many jobs billed this month and whether any are still in draft, not billing, or past due.
Review collections at a glance
Use the Pay apps outstanding module to quickly see how much A/R is still open and how much has moved into older aging buckets.
Spot project health trends
Use the Snapshot scores module to understand how projects are distributed across score bands and identify whether more jobs need review.
Monitor waiver follow-up
Use the Vendor lien waivers outstanding module to track unsigned lien waivers and identify where additional follow-up may be needed.
Tips and best practices
Use the Overview report as your starting point for a quick business pulse check.
Filter by Office, Lead PM, or GC to compare performance across teams or customers.
Use the modules to decide where to drill deeper next, whether that is Billing, A/R Aging, Project Snapshot, or lien waiver tracking.
Review this report regularly throughout the month, not just at month-end, so you can catch gaps and follow-up items earlier.
Exporting the report
Use the Export menu in the top-right corner of the report to download the report data for additional review or sharing, such as to your ERP. You can also export pending change order (COs), a monthly report, or match SOVs to your integrated ERP.
Related reports
The Overview report works well alongside other Siteline reports:
Billing report to review project-level billing details
A/R Aging report to review outstanding balances and aging by project
Project Snapshot to drill into project health details
Time to Payment Dashboard to review payment speed trends
Billing Forecast and Cash Forecast to understand expected future billing and cash flow