How to use Time to Payment, Report Builder, and Project Snapshot more effectively
Recording from live event on: Tuesday, May 5 @ 10:00 AM PT / 1:00 PM ET
The best reports do more than show you what happened. They help your team spot patterns, prioritize follow-up, and take action sooner.
In this live customer webinar, we’ll walk through Siteline’s newest reporting capabilities and show you how to put them to work in your day-to-day operations.
We’ll cover the all-new Time to Payment dashboard, the all-new Report Builder, and the updated Project Snapshot—and show you how each one can help your team work smarter.
This session is built for current Siteline customers and will include practical tips, a live demo, and open Q&A.
What you’ll learn:
How to use Time to Payment to understand how quickly billing turns into cash
How to spot payment trends across customers, PMs, and offices
How to use Report Builder to create reusable exports with the fields your team actually needs
How the updated Project Snapshot helps you monitor billing progress, collections, profitability, and project health in one place
How these reports can help your team focus follow-up, improve visibility, and make better operational decisions
Slide deck: