Client Success Office Hours - Built Reporting Suite

Following January’s 1099 Reporting Office Hours, we’re keeping the reporting conversation going.

In this session, we’ll take another look at Built’s reporting suite with a broader lens—revisiting core reports, answering common follow-up questions, and highlighting additional ways teams are using reporting to monitor risk, streamline operations, and stay audit-ready.

Whether you joined us for the 1099 session or are looking for a more holistic refresher on reporting in Built, this Office Hours is designed to help you better understand what’s available today and how to get more value out of your reports.

What You’ll Learn

• A refreshed walkthrough of Built’s most commonly used default reports, including Compliance Risk, Draw Operations, Concentration Risk, and Portfolio Growth
• How customers are using dashboards and tabular reports to answer real operational and portfolio-level questions
• Tips for exporting reports, scheduling email deliveries, and setting alerts to stay ahead of key activity
• When it makes sense to go beyond default reporting—using a Creator License or partnering with Built’s Professional Services team for custom reports