Overdue & Insurance Reports

Two reports that protect you from the most common operational risks in residential construction: tasks falling behind schedule, and subcontractors working with expired insurance. Both are accessible from the Reports Hub and both support printing for distribution to your team.

Overdue & Blocked Report

This report surfaces every task across all your projects that is either past due or blocked by an incomplete predecessor. It answers a simple question: what should be done by now but is not?

What it shows

The report lists tasks in a table with the following columns:

Column	Description
Task Name	The name of the overdue or blocked task
Project	Which project the task belongs to (clickable — opens the project)
Status	Current task status (e.g., Not Started, In Progress, Blocked)
Due Date	The date the task was expected to be complete
Days Overdue	How many working days past the due date

Cross-project visibility

The report pulls overdue and blocked tasks from every project you have access to. This means you get a single list across your entire portfolio. If you manage five active builds, you do not need to open each project individually to check for slippage — the report aggregates everything.

Drill-down navigation

Click any project name in the report to navigate directly to that project. Click a task name to jump to the task detail within the project. This follows Baulit's "information to action" principle — every data point links to where you can take action on it.

Tip: Review the Overdue & Blocked Report at the start of every workday. It takes 30 seconds to scan and immediately tells you which fires need attention. Tasks that appear here multiple days in a row are the ones most likely to impact your critical path.

Blocked tasks

A task with the "Blocked" status appears in this report regardless of its due date. Blocked tasks represent work that cannot proceed because of an external dependency or issue. Common causes include waiting on permits, material delays, or a predecessor task that has stalled. The report helps you track these bottlenecks alongside overdue work.

Vendor Insurance Report

The Vendor Insurance Report tracks workers compensation and certificate of insurance (COI) status for your subcontractors and vendors. It pulls data from your Contact Directory and flags anyone whose insurance is expired or about to expire.

Why this matters

If a subcontractor's workers comp policy expires and someone gets hurt on your job site, you may be liable. Most GCs require current COIs before allowing subs to work, but tracking expiration dates manually across a dozen or more subs is tedious and error-prone. This report automates that tracking.

What it shows

Column	Description
Vendor Name	Company name from your contact directory
COI Status	Whether a certificate of insurance is on file
Expiration Date	When the insurance policy expires
Status Indicator	Color-coded warning band (see below)

Warning bands

Each vendor row is color-coded based on their insurance status:

Color	Meaning	Action
Red	Expired — policy has lapsed	Do not allow this sub on site until insurance is renewed. Contact them immediately.
Amber	Expiring soon — within 30 days	Contact the sub now and request a renewed COI before the expiration date.
Green	Current — policy is active with more than 30 days remaining	No action needed. Check again next month.

Important: Insurance dates in Baulit are only as accurate as the data you enter. When a sub provides a renewed COI, update their contact record in the Contact Directory immediately so the report reflects current status.

Setting up insurance tracking

Insurance data is stored on each contact record. To populate this report:

Open the Contact Directory. Navigate to your project or global contacts.

Edit a vendor contact. Click the vendor you want to track and open their detail view.

Enter insurance details. Fill in the COI status, expiration date, and any notes about coverage types. Save the contact.

Check the report. The Vendor Insurance Report automatically picks up any contacts with insurance data and displays their status with the appropriate warning band.

Printing Both Reports

Both the Overdue & Blocked Report and the Vendor Insurance Report support printing. Click the Print button or use Cmd + P to open the browser print dialog. Choose "Save as PDF" if you need a digital copy to email to your team, your insurance agent, or your lender.

For more details on vendor insurance best practices, see Vendor Insurance in the Builder's Library.