Report Builder lets you create custom Excel reports from Siteline data by choosing the columns you want, saving the report for reuse, and exporting it on demand.
Use Report Builder when you want to combine data from multiple reporting areas into one export, instead of downloading multiple reports and stitching them together in Excel.
What this report shows
Report Builder gives you a flexible way to create your own custom report using data from Siteline’s reporting module.
You can build a report using columns from multiple report areas, including:
Billing
A/R Aging
Change Orders
Project Snapshot
Vendors
Project info
This makes it easy to build reports that combine financial, operational, and project-level context in one spreadsheet.
Where to find it
To access Report Builder:
Go to Reporting.
Open Overview.
Click Export in the top-right corner and select Report builder.
From there, you can either:
create a new report
open an existing saved report
How to create a new report
To create a new report:
Open Report builder. (see above)
Click Report builder to create a new report.
Enter a Name of report.
Select the columns you want to include.
Optional: Select any filters
Optional: Group the report results.
Review the Your report columns panel on the right.
8. Click Generate report in the top-right corner.
9.Select a date range for the report.
10. Click Confirm.
Once the report is generated, you’ll see a success message letting you know the report will be emailed to you as an Excel file.
Check your email and open the Excel attachment to view the report.
How saved reports work
If you want to reuse a report later, click Save new report after building it.
Once saved, you can return to it later by:
Going back to Reporting > Overview
Clicking Export
Selecting Report builder
Clicking Existing reports
From there, you can view your saved reports and open one to use again.
Editing a saved report
When working in a saved report, you can:
Save changes
Reset changes
Delete report
Generate report
This makes it easy to update a saved report as your reporting needs change.
How report columns work
As you select fields, they appear in the Your report columns panel on the right side of the page.
This panel shows the order the columns will appear in the Excel export.
You can drag and reorder the selected columns so the export matches your preferred format.
Search and select fields
Use the search bar to quickly find fields by report type or column name.
You can also:
select individual fields
select multiple fields across report areas
use Select all within a section
This makes it easy to build either a simple one-purpose report or a more detailed cross-functional export.
Filter the data in your report
Use filters to narrow the information included in your report before you generate the Excel export. This helps you focus the report on specific teams, customers, offices, or types of projects. To apply filters:
While creating or editing a report, click Filters in the Report info section.
2. In the Filters window, select the criteria you want to use. You can filter by:
Lead PM
Office
Customer
Project type
Submit via
3. Use the search fields to quickly find a specific lead PM, office, or customer.
4. Click Apply filters.
The generated report will only include information that matches your selected filters, helping you zero in on the data you need before exporting it.
Filters are saved per report template, so once you set them, they'll be there next time you run the same report.
To remove your selections, reopen the Filters window and click Clear beside an individual filter or Clear all at the bottom.
Group results in your report
You can also group Report Builder exports to make the Excel file easier to review.
Grouping organizes your report results by a selected category and shows subtotals for each group in the export.
To group a report:
While creating or editing a report, click Group Columns in the upper-right corner of the Your report columns panel.
2. In the Group report results window, choose how you want to group the report.
You can only select one grouping option at a time.
3. Click Submit.
Once a group is applied, you’ll see a Grouped by label in the upper-right corner of the report columns panel.
4. Click Generate report to export the report.
The Excel export will show your results grouped by the selected category, with subtotals included for each group.
Change or remove grouping
To change the grouping, click the current Grouped by label and select a different option. To remove grouping, click the X next to the selected group. The example below shows "Customer x" as an example in the upper right.
If you’re editing a saved report, click Save changes to keep the grouping for future expo
Available report sections
You can currently build reports using fields from these sections:
Billing
A/R Aging
Change orders
Project snapshot
Vendors
Project info
How to use Report Builder
Report Builder helps answer questions like:
Can I combine billing and aging data in one report?
Can I pull project, PM, and financial fields into one export?
Can I save a custom report and run it again later?
Can I create a spreadsheet for monthly leadership reporting?
Can I export the exact fields I need without combining multiple reports manually?
Best ways to use Report Builder
Here are a few ways teams can get the most value from Report Builder:
Combine multiple report types into one export
Instead of exporting separate reports and combining them in Excel, use Report Builder to create one export with the fields you need.
Create reusable monthly reports
Save commonly used reports so your team can quickly regenerate them each month.
Build reports around specific workflows
Create exports tailored to collections, billing reviews, project performance, or leadership reporting.
Customize the report layout
Reorder the selected columns so the Excel file matches the format your team already uses.
Group reports for easier review
Use grouping to organize exports by customer, lead PM, project type, office, or submit method. This makes it easier to review subtotals without manually sorting and summarizing the file in Excel.
Tips and best practices
Give reports clear, recognizable names so they are easy to find later.
Save reports you plan to use more than once.
Use search when building larger reports with many fields.
Review your selected columns before generating the report.
Regenerate saved reports whenever you need updated data for a new date range.
Use filters to narrow what data is included, and grouping to organize how that data appears in the Excel export.
If you don't have Excel on your computer, use a free webapp version of Excel, a free Google Sheets account or Numbers on a Mac.
Going back to Reporting
To leave Report Builder and return to the Overview report, click the left arrow in the top-left corner.
Related reports
Report Builder works well alongside other Siteline reports:
Overview report to get a high-level snapshot of billing, collections, and project health
Billing report to review current billing activity
A/R Aging report to review outstanding balances and past-due amounts
Project Snapshot dashboard to understand broader project health
Vendor Export Report to review waiver activity
Pending CO Export Report to review open change order exposure