Client Success Office Hours - Unlock Deeper Visibility Into Your Construction Portfolio

In this Office Hours session, we’ll explore how to leverage Built’s reporting suite to track performance, monitor risk, and make faster, more informed decisions. Whether you’re leading daily operations or responsible for long-term portfolio strategy, Built’s reports offer real-time insights to help you stay ahead.

You’ll get a guided tour of key default dashboards and learn how to interact with reports effectively.

What You’ll Learn:

1. Best practices for navigating Built’s dashboards and tabular reports
2. A walkthrough of Built’s most widely used default reports: Compliance Risk, Draw Operations, Concentration Risk, and Portfolio Growth
3. How to export reports, schedule email deliveries, and set alerts based on activity or thresholds
4. How to take reporting one step further with a Creator License or by partnering with Built’s Professional Services team to create tailored reports