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.
Review the Your report columns panel on the right.
Click Generate report in the top-right corner.
Select a date range for the report.
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.
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.
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.
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