Portfolio Report

The Portfolio Report is a printable, cross-project summary that gives you a snapshot of your entire building operation on a single page. It is designed for owner meetings, bank draw reviews, and weekly management check-ins where you need to show progress and budget status across all active projects.

What the Report Shows

The Portfolio Report lists every project with key metrics organized in a clean, scannable layout:

Project name and project type (New Construction, Remodel, Addition, etc.)
Start date and target completion date
Completion percentage with a visual progress bar
Budget utilization — total budget, amount spent, amount remaining
Task summary — total tasks, completed, in progress, overdue

Projects are listed in the same order as your Dashboard, so the sort option you choose on the Dashboard carries through to the report.

Accessing the Portfolio Report

You can open the report from two places:

Reports Hub: Navigate to Reports Hub and click Portfolio Report.
Dashboard tiles: Click the portfolio summary tile on the Dashboard Insights tab to open the report directly.

Printing and PDF Export

The Portfolio Report is optimized for printing. Baulit uses your browser's native print functionality — no special software or plugins required.

Open the report. Navigate to the Portfolio Report from the Reports Hub or Dashboard.

Click Print. Click the Print button at the top of the report, or use the keyboard shortcut Cmd + P (Mac) or Ctrl + P (Windows).

Choose your output. In the browser print dialog, select your printer for a physical copy, or choose "Save as PDF" to create a digital file you can email or archive.

Tip: The report layout is print-optimized with clean page breaks, no navigation chrome, and high-contrast text. Progress bars and budget indicators render correctly on paper and in PDF format.

Use Cases

Weekly management meetings

Print the Portfolio Report at the start of each week. Walk through each project in order, reviewing progress and budget status. The visual progress bars make it easy to spot projects that have stalled or are burning through budget faster than expected.

Bank draw presentations

When a lender wants to see the status of multiple properties, the Portfolio Report gives them a professional summary without exposing detailed task-level data. Pair it with the Budget Reports for projects where the bank needs cost-level detail.

Investor or partner updates

For builders working with investors or development partners, the Portfolio Report provides a clear, no-nonsense status update that can be emailed as a PDF. It shows progress and budget without requiring the recipient to log in to Baulit.

What the Report Does Not Include

The Portfolio Report is intentionally high-level. For deeper analysis, use the specialized reports:

Task-level cost detail: See Budget Reports
Overdue and blocked tasks: See Overdue & Insurance Reports
Full project documentation: See Documentation Export