Creating Custom Reports in Builder Prime

Some Builder Prime plans offer robust functionality for generating custom reports, allowing you to analyze and visualize data pertinent to your business operations. This article provides step-by-step instructions on how to create custom reports.

Step 1: Selecting the Entity

The first step in creating a custom report is to choose the entity you want to analyze. Builder Prime currently supports custom reports for the following entities:

• Clients: This entity contains information related to your clientele, such as contact details and interaction history.
• Projects: This entity covers data associated with projects your business is handling, including timelines, budgets, and transaction activity.

To select an entity for your report:

1. Navigate to the Reports section of Builder Prime.
2. Click on the “Create Custom Report” button.
3. Choose the entity you wish to report on (either Clients or Projects).

Step 2: Choosing the Columns

After selecting your desired entity, the next step is to choose the columns that will appear in your report. These columns represent the specific data fields you want to include in your analysis.

1. In the custom report builder, after selecting the entity, select the ‘Add Column’ button that populates.
2. You will see a dropdown list of available data fields related to the chosen entity. Select the field you want to include in your report and repeat this process to add as many columns as you would like.
3. You can also search for specific fields in the column search bar to cut through the long list of options.

Step 3: Applying Filters

To refine your report and make it more relevant to your specific needs, you will need to apply filters based on the data within the chosen entity. 

1. After adding your columns, click next to get to the “Filters” section of the report builder.
2. Click on the “+” button to bring up a dropdown list of available columns you can filter by related to the selected entity.
3. Choose the column you would like to filter by and then specify the criteria (such as date ranges, status, value thresholds, etc.).
4. You can add multiple filters and sub filters to further narrow down the data in your report.

Step 4: Generating the Report

Once you have chosen the entity, selected the desired columns, and applied the necessary filters, you can generate the report:

1. Review your selections to ensure they align with the information you need and click “Run” to run the report.
2. Click into the “Settings” button to view your report settings. From here you can dictate access permissions and label the report.
3. After naming your report, press the “Save” button in the settings tab to save your report for future access.
4. Once the report is generated and saved, it can be viewed directly within Builder Prime, or you can choose to export it as an Excel document for further analysis or distribution.