Reports Hub
The Reports Hub is your central command for understanding how all of your projects are performing. Instead of opening each project one at a time, the hub gives you a cross-project view of budgets, schedules, bottlenecks, and compliance — all from one screen.
Baulit includes six report types, each designed to answer a specific set of questions that residential builders face daily.
Accessing the Reports Hub
You can open the Reports Hub from two places in the app.
The Six Report Types
1. Portfolio Report
A cross-project overview showing every active project with its progress percentage, task counts by status, budget summary, and timeline. Use this report when you need to compare projects side by side or give a high-level update to a business partner.
Each project row is clickable — click a project name to open it directly. The portfolio report is especially valuable when you are running three to five projects simultaneously and need a single page that shows the health of each one.
2. Budget Detail Report
A per-task cost breakdown for a specific project. Every cost line item is listed with its category (labor, materials, equipment, subcontractor, permits, overhead, other), description, estimated amount, actual amount, and variance.
The report includes category subtotals, the project EAC (Estimate at Completion), and a spending summary. It answers the question every builder asks: where exactly is the money going?
3. Budget Risk Report
A cross-project view of budget health that flags projects and tasks where actual costs are approaching or exceeding estimates. Risk levels are color-coded:
| Risk Level | Color | Meaning |
|---|---|---|
| On Track | Green | Spending is under 80% of estimate |
| Watch | Amber | Spending is between 80% and 100% of estimate |
| Over Budget | Red | Spending exceeds estimate |
This report lets you catch budget problems early, before a task is 150% over and the damage is done. Review it weekly to stay ahead of cost overruns.
4. Overdue & Blocked Report
Lists every task across all projects that is past its due date or currently flagged as Blocked. Tasks are grouped by project so you can see which jobs have the most bottlenecks.
This is the report to check every morning. If you are managing multiple projects, this single page tells you every fire that needs your attention today. Each task name is clickable and takes you directly to that task in its project.
5. Vendor Insurance Report
Tracks contractor insurance expiration dates across all your projects. The report shows each contractor's policy type, expiration date, and status: current (green), expiring within 30 days (amber), or expired (red).
Many general contractors are contractually required to verify that all subcontractors maintain current insurance. This report automates that tracking so you do not need to maintain a separate spreadsheet. Insurance information comes from the Contact Directory where you enter contractor details.
6. Project Documentation Report
A comprehensive project export that compiles your task list, budget summary, change order history, daily logs, team roster, and contact directory into a single printable document. This report is designed for project closeout, bank draw packages, or client handoff.
The documentation report pulls everything together in one place, so you can print or PDF the complete project record without assembling it manually from separate tabs. For more on using this report at project completion, see Documentation Export.
Drill-Down Navigation
Every number and name in the Reports Hub is clickable. This is a core design principle in Baulit: information leads to action.
- Click a project name in any report to open that project.
- Click a task name to open that task in its project context.
- Click a budget category total to see the individual line items behind it.
- Click a contractor name in the insurance report to open their contact record.
You are never more than one or two clicks away from the underlying data. If a number looks wrong, click it to see exactly what is behind it.
Cross-Project Reporting
The Portfolio, Budget Risk, Overdue & Blocked, and Vendor Insurance reports all work across your entire project portfolio. This is where Baulit's reporting becomes especially powerful for builders running multiple jobs.
Instead of opening five projects to check for overdue tasks, you open one report. Instead of reviewing each project's budget tab individually, you scan the Budget Risk report for red flags across all projects at once.
Print and PDF
Every report has a Print button in the top-right corner. Clicking it opens your browser's print dialog, where you can print a hard copy or save as PDF by selecting "Save as PDF" as the destination.
The printed output is formatted for clean presentation: navigation elements are hidden, tables are optimized for readability, and page breaks are placed at logical points. Reports print well on both letter (8.5 x 11) and A4 paper.
PDF exports are ideal for emailing to clients, attaching to bank draw requests, or filing in your project records.
What to Read Next
For detailed walkthroughs of individual report types, see the Mastery section:
- Portfolio Report — cross-project overview and comparison
- Budget Reports — Budget Detail and Budget Risk deep dive
- Overdue & Insurance Reports — task tracking and vendor compliance
- Documentation Export — comprehensive project documentation