Reports & Export

Reports & Export

Path: /properties/[id]/renovation → Reports Tab
Access Level: Property Owners & Collaborators

Overview

Reports transform renovation data into professional documents for stakeholders, lenders, partners, and your records. Generate comprehensive PDFs, export detailed spreadsheets, and create custom reports tailored to your specific needs.

Available Reports

Financial Reports

Complete Budget Report

Comprehensive financial overview

Includes:

  • Budget summary (total, spent, remaining)
  • Category breakdown (labor, materials, permits, etc.)
  • Budget vs. actual variance analysis
  • Spending timeline
  • Cost per square foot analysis
  • Payment history
  • Outstanding invoices
  • Contingency usage

Format: PDF, Excel
Pages: 8-12
Update frequency: Real-time

Expense Detail Report

Transaction-level spending

Includes:

  • All expenses chronologically
  • Date, vendor, category, amount
  • Payment method
  • Receipt attachments
  • Budget item linkage
  • Approval status
  • Notes/descriptions

Use cases:

  • Tax preparation
  • Audit documentation
  • Reimbursement requests
  • Accounting reconciliation

Format: Excel, CSV, PDF
Customizable: Filter by date, category, vendor

Cost Summary by Room

Room-by-room financial breakdown

Example:

Kitchen: $45,000
├── Labor: $18,000 (40%)
│   ├── Demolition: $2,400
│   ├── Plumbing: $4,200
│   ├── Electrical: $3,800
│   ├── Carpentry: $5,100
│   └── Painting: $2,500
├── Materials: $22,000 (49%)
│   ├── Cabinets: $11,500
│   ├── Countertops: $8,450
│   └── Other: $2,050
└── Other: $5,000 (11%)
    ├── Permits: $1,200
    ├── Design: $2,000
    └── Contingency: $1,800

Master Bath: $18,500
├── Labor: $7,500 (41%)
├── Materials: $9,000 (49%)
└── Other: $2,000 (10%)

... (continues for all rooms)

Format: PDF (formatted), Excel (data)

Project Status Reports

Executive Summary

High-level project overview

Includes:

  • Project details (address, dates, budget)
  • Overall progress percentage
  • Health score
  • Budget status
  • Timeline status
  • Key milestones achieved
  • Upcoming milestones
  • Current issues/risks
  • Photos (before/progress/after)
  • Next steps

Audience: Investors, lenders, partners
Format: Professional PDF
Pages: 2-3
Best for: Monthly updates

Detailed Progress Report

Comprehensive project status

Includes:

  • All sections from Executive Summary, plus:
  • Milestone-by-milestone breakdown
  • SOW task completion status
  • Labor hours logged
  • Material procurement status
  • Inspection results
  • Change order history
  • Quality control metrics
  • Punch list status
  • Schedule variance analysis
  • Budget variance analysis
  • Team roster and responsibilities

Format: PDF
Pages: 15-25
Best for: Major stakeholder updates

Weekly Progress Report

Regular status update

Includes:

  • Week summary
  • Work completed this week
  • Hours logged this week
  • Spending this week
  • Photos from this week
  • Issues encountered
  • Next week's plan
  • Week-over-week comparison

Format: PDF, Email
Pages: 3-5
Best for: Regular team updates

Timeline Reports

Project Schedule Report

Complete timeline analysis

Includes:

  • Gantt chart (visual timeline)
  • Milestone list with dates
  • Planned vs. actual comparison
  • Critical path analysis
  • Dependencies
  • Delays and reasons
  • Schedule variance
  • Completion forecast
  • Weather delays
  • Permit delays

Format: PDF
Includes charts: Yes

Milestone Completion Report

Milestone-focused analysis

Example:

Milestone 1: Demolition
  Status: Complete ✅
  Planned: Jan 1-5 (5 days)
  Actual: Jan 1-6 (6 days)
  Variance: +1 day
  Budget: $4,500
  Actual cost: $4,680
  Variance: +$180 (4% over)
  Reason: Additional drywall removal
  
Milestone 2: Rough-Ins
  Status: Complete ✅
  Planned: Jan 8-19 (12 days)
  Actual: Jan 8-22 (15 days)
  Variance: +3 days
  Budget: $9,000
  Actual cost: $9,350
  Variance: +$350 (4% over)
  Reason: Inspector scheduling delay
  
... (continues for all milestones)

Format: PDF, Excel

Labor Reports

Labor Summary Report

Workforce analysis

Includes:

  • Total hours by worker
  • Total cost by worker
  • Average hourly rate
  • Hours by trade/skill
  • Hours by milestone
  • Productivity metrics
  • Overtime hours
  • Sweat equity value

Example:

Labor Summary: January 1-31, 2025

Total Hours: 287.5
Total Cost: $14,875
Average Rate: $51.74/hour

By Worker:
┌────────────────┬───────┬────────┬─────────┐
│ Worker         │ Hours │ Rate   │ Cost    │
├────────────────┼───────┼────────┼─────────┤
│ John Smith     │ 120.0 │ $45.00 │ $5,400  │
│ Mike Jones     │  80.0 │ $45.00 │ $3,600  │
│ Sarah Lee      │  40.0 │ $50.00 │ $2,000  │
│ You (Owner)    │  47.5 │ $35.00 │ $1,662  │
│ Other          │  10.0 │ $30.00 │   $300  │
└────────────────┴───────┴────────┴─────────┘

By Milestone:
  M1 Demo: 32 hrs = $960
  M2 Rough-Ins: 95 hrs = $7,125
  M3 Drywall: 48 hrs = $2,400
  M4 Cabinets: 112.5 hrs = $4,390

Format: PDF, Excel

Time Sheet Report

Detailed time entries

Includes:

  • Date, worker, hours, task
  • Start/end times
  • Break durations
  • Approval status
  • Approval date
  • Notes/descriptions
  • GPS verification (if enabled)
  • Photo timestamps

Format: Excel, CSV (detailed data)
Best for: Payroll, audit, disputes

Contractor Performance Report

Evaluate contractor efficiency

Includes:

  • Budget adherence
  • Schedule adherence
  • First-time pass rate (inspections)
  • Punch list items per milestone
  • Average resolution time
  • Productivity (output per hour)
  • Cost per unit metrics
  • Quality score

Example:

ABC Carpentry Performance
Contract period: Jan 1 - Mar 15, 2025

Budget Performance:
  Contracted: $15,000
  Actual: $14,850
  Variance: -$150 (1% under budget) ✅

Schedule Performance:
  Estimated duration: 6 weeks
  Actual duration: 6.5 weeks
  Variance: +0.5 weeks (8% delay) ⚠️

Quality Performance:
  First-time pass rate: 85%
  Average punch list items: 3.2
  Resolution time: 2.1 days avg ✅

Productivity:
  Cabinets installed: 22
  Hours: 120
  Rate: 5.45 hours per cabinet
  Industry standard: 6 hours per cabinet ✅

Overall Rating: 4.2 / 5.0 stars
Recommendation: Rehire for future projects

Format: PDF
Best for: Future contractor selection

Material Reports

Material Procurement Report

Material tracking overview

Includes:

  • Total material items
  • Status breakdown (ordered, received, installed)
  • Pending orders
  • Delivery schedule
  • Vendor breakdown
  • Cost by category
  • Budget vs. actual

Format: Excel, PDF

Vendor Spending Report

Spending by supplier

Example:

Vendor Spending Analysis

Home Depot
  Orders: 45
  Total spent: $12,450
  Average order: $277
  Categories: Lumber, hardware, paint, electrical
  
ABC Tile Supply
  Orders: 8
  Total spent: $8,920
  Average order: $1,115
  Categories: Tile, thinset, grout
  
Lowe's
  Orders: 28
  Total spent: $6,780
  Average order: $242
  Categories: Plumbing, lighting, appliances
  
Local Cabinet Shop
  Orders: 2
  Total spent: $11,500
  Average order: $5,750
  Categories: Cabinets, installation
  
... (continues)

Top 5 Vendors (by spending):
1. Home Depot: $12,450 (28%)
2. Local Cabinet Shop: $11,500 (26%)
3. ABC Tile Supply: $8,920 (20%)
4. Lowe's: $6,780 (15%)
5. Others: $4,850 (11%)

Format: Excel, PDF
Best for: Vendor negotiations, future projects

Quality Control Reports

Inspection Summary Report

Quality control overview

Includes:

  • Checklist completion status
  • Inspection pass/fail rates
  • Punch list items created/resolved
  • Quality metrics by contractor
  • Safety compliance
  • Code compliance
  • Open issues

Format: PDF

Punch List Report

Deficiency tracking

Example:

Open Punch List Items: 12

High Priority (3):
  1. [Plumbing] Toilet not secured properly
     Location: Guest bath
     Assigned: ABC Plumbing
     Due: 3 days ago ⚠️
     
  2. [Electrical] GFCI outlet not working
     Location: Kitchen
     Assigned: XYZ Electric
     Due: Today
     
  3. [Carpentry] Cabinet door misaligned
     Location: Kitchen
     Assigned: Local Cabinet Shop
     Due: Tomorrow

Medium Priority (6):
  ... (details)

Low Priority (3):
  ... (details)

Recently Resolved (Last 7 Days): 8 items
Average resolution time: 2.3 days

Format: PDF, Excel
Best for: Contractor accountability

ROI & Investment Reports

ARV Analysis Report

After Repair Value projection

Includes:

  • Property details
  • Purchase price
  • Total renovation cost
  • Estimated ARV
  • Comparable sales
  • Cost per sq ft
  • ROI calculation
  • Profit projection
  • Break-even analysis

Example:

ARV Analysis: 123 Main Street

Purchase Information:
  Purchase price: $180,000
  Closing costs: $5,400
  Initial repairs: $2,800
  Total acquisition: $188,200

Renovation Costs:
  Labor: $34,200
  Materials: $28,600
  Permits: $3,500
  Design/management: $6,800
  Contingency: $5,400
  Total renovation: $78,500

Total Investment: $266,700

Comparable Sales:
  Comp 1: 125 Main St - $350,000 (sold Feb 2025)
  Comp 2: 118 Oak Ave - $345,000 (sold Jan 2025)
  Comp 3: 200 Elm St - $355,000 (sold Dec 2024)
  Average: $350,000

Estimated ARV: $350,000

Sale Costs:
  Realtor commission (6%): $21,000
  Closing costs: $3,500
  Staging: $2,000
  Total sale costs: $26,500

Net Proceeds: $350,000 - $266,700 - $26,500 = $56,800

ROI: 21.3%
Time to complete: 8 weeks
Annualized ROI: 138%

Format: Professional PDF
Best for: Lenders, investors, partners

Investment Summary

Financial performance

Includes:

  • Total investment
  • Renovation cost breakdown
  • Holding costs
  • Financing costs
  • Expected sale price
  • Net profit
  • ROI percentage
  • Cash-on-cash return (if leveraged)
  • Timeline to profitability

Format: PDF
Best for: Investor presentations

Custom Reports

Report Builder

Create your own reports:

  1. Click "Custom Report"
  2. Name your report
  3. Select data sections:
    • Budget summary
    • Timeline
    • Labor
    • Materials
    • Photos
    • Milestones
    • Quality
  4. Choose filters:
    • Date range
    • Categories
    • Rooms
    • Workers
  5. Select format (PDF, Excel)
  6. Preview report
  7. Generate & download

Saved Report Templates

Reuse custom reports:

  1. Create custom report
  2. Save as template
  3. Name template (e.g., "Monthly Investor Update")
  4. Use template monthly
  5. Data auto-updates
  6. Consistent formatting

Example saved templates:

  • Weekly Progress Update
  • Monthly Financial Review
  • Quarterly Investor Report
  • Annual Tax Documentation
  • Contractor Performance Review
  • Final Project Summary

Export Formats

PDF Reports

Professional formatted documents

Features:

  • Company logo (optional)
  • Custom branding
  • Charts & graphs
  • Photos
  • Tables
  • Signatures
  • Page numbers
  • Table of contents

Best for:

  • Stakeholder presentations
  • Official documentation
  • Printing
  • Email distribution

Excel Exports

Detailed data spreadsheets

Features:

  • Multiple worksheets
  • Formulas included
  • Pivot table ready
  • Filterable columns
  • Sortable data
  • Conditional formatting
  • Charts included

Best for:

  • Further analysis
  • Custom calculations
  • Data manipulation
  • Importing to other systems

CSV Exports

Raw data files

Features:

  • Simple format
  • Universal compatibility
  • Lightweight files
  • Database imports
  • Accounting software

Best for:

  • QuickBooks import
  • Database uploads
  • Custom processing
  • Data archives

Scheduling Reports

Automated Report Generation

Schedule recurring reports:

  1. Select report type
  2. Click "Schedule Report"
  3. Choose frequency:
    • Daily
    • Weekly (specific day)
    • Bi-weekly
    • Monthly (specific date)
  4. Choose recipients (email)
  5. Set start/end dates
  6. Save schedule

Example:

Report: Weekly Progress Update
Frequency: Every Monday at 8:00 AM
Recipients: 
  - you@email.com
  - investor@email.com
  - contractor@email.com
Start: January 1, 2025
End: Project completion
Status: Active ✅

Email Delivery

Automatic report distribution:

Options:

  • Email as PDF attachment
  • Email as Excel attachment
  • Email with download link
  • Multiple recipients
  • Custom email message
  • Branded email template

Report Sharing

Share Link

Generate shareable URLs:

  1. Generate report
  2. Click "Share"
  3. Create share link
  4. Set permissions:
    • View only
    • Download allowed
    • Expiration date
    • Password protection
  5. Copy link
  6. Send to recipients

Use cases:

  • Quick stakeholder sharing
  • No email attachment limits
  • Always current data (live links)
  • Access control

Report Portal

Dedicated stakeholder access:

  1. Create report portal
  2. Add users
  3. Set permissions per user
  4. Users access portal anytime
  5. See available reports
  6. Download latest versions
  7. View historical reports

Benefits:

  • Self-service access
  • Reduced email volume
  • Organized archive
  • Controlled access

Best Practices

Report Generation

  1. Regular Schedule: Generate reports consistently
  2. Before Meetings: Prepare data for discussions
  3. After Milestones: Document completion
  4. Monthly Minimum: Investor/partner updates
  5. Keep Archives: Historical record
  6. Verify Data: Review before distributing
  7. Customize Audience: Tailor content to recipient

Data Accuracy

  1. Update Before Reporting: Current data
  2. Approve Entries: Don't report pending items
  3. Verify Totals: Spot-check calculations
  4. Include Photos: Visual evidence
  5. Add Context: Notes explain variances
  6. Reconcile: Match bank statements
  7. Document Changes: Explain budget adjustments

Professional Presentation

  1. Use Branding: Logo, colors
  2. Proofread: No typos
  3. Consistent Formatting: Same style throughout
  4. Executive Summary First: Key points upfront
  5. Visual Data: Charts, not just tables
  6. Actionable Insights: So what? Now what?
  7. Professional Tone: Clear, concise, objective

Troubleshooting

"Report Generation Failed"

Check:

  • Data completeness
  • Date range valid
  • No active syncs
  • Browser compatibility

Solution:

  1. Refresh page
  2. Try narrower date range
  3. Clear browser cache
  4. Try different browser
  5. Contact support

"Report Has Missing Data"

Verify:

  • Data entered for period
  • Correct filters applied
  • Permissions granted
  • Sync completed

Solution:

  1. Check data sources
  2. Verify date range
  3. Clear filters
  4. Sync all data
  5. Regenerate report

"Can't Email Report"

Check:

  • File size (<25 MB)
  • Valid email addresses
  • Email settings configured
  • Not marked as spam

Solution:

  1. Use share link instead
  2. Compress PDF
  3. Verify email addresses
  4. Check spam folders
  5. Use cloud storage link

Keyboard Shortcuts

  • G R - Generate report
  • C R - Custom report
  • S R - Schedule report
  • E R - Export report
  • P R - Print report
  • Ctrl/Cmd + P - Print preview

Related Guides

Last Updated: December 8, 2025
Version: 1.0
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