Legacy Reports Renamed
To make it easier to tell reports apart in your navigation menu, all 27 Legacy reports and dashboards have been renamed with a "- Legacy" suffix.
What's new:
Each affected report now appears in your report picker with "- Legacy" appended to its existing name (for example, Sales Performance Dashboard is now Sales Performance Dashboard - Legacy).
This distinguishes these reports from newer, non-Legacy versions of the same report where both exist side by side in your account.
Why this matters:
As BuildOps continues to roll out updated versions of standard reports, some customers now see both a Legacy and a newer version of the same report in their navigation menu. The naming update removes any ambiguity about which version you're viewing.
This is a naming change only. The report itself — its data, layout, and functionality — is unaffected.
ReadMe Pages Added to Every Legacy Report
Every Legacy report now includes a ReadMe page, providing built-in documentation for each report's purpose, data sources, and available filters — right where you're already working.
What's new:
Each of the 27 Legacy reports now opens with a ReadMe page as its first page, ahead of the report's data.
The ReadMe covers what the report is for, the data sources behind it, a breakdown of each page/component in the report, and how each available filter behaves.
This brings Legacy reports in line with the ReadMe format already available on the Standard Dashboards.
How to access it:
Open any Legacy report. The ReadMe page loads automatically as the first tab — no extra clicks required. You can navigate to the report's data pages using the tabs along the bottom, the same way you always have.
The ReadMe page is an informational addition only. All existing report data, visuals, and calculations remain unchanged.
Account Name Filter Added to Every Legacy Report
Every page of every Legacy report now includes an Account Name filter, allowing customers who manage multiple accounts to scope a report to a single account.
What's new:
If your organization manages multiple accounts under a single BuildOps instance, this makes it possible to review one account's numbers in isolation — across every part of the report — without manually filtering or cross-referencing other data.
An Account Name filter has been added to every page of every Legacy report.
The filter applies to every table, chart, and metric on the page — selecting an account updates the entire report to reflect that account's data only, not just part of it.
The filter is available on every page of a report, so you won't need to reapply it as you move between tabs within the same report.
This filter applies independently within each report. A selection made in one Legacy report does not carry over to others. Customers with a single account will not see a functional change in report behavior.
Reports Affected
Reports Affected
The updates above apply to the following Legacy reports and dashboards:
Accounting Integration Sync Status - Legacy
Approved Payroll Hours - Legacy
Booking Dashboard - Legacy
Change Orders - Legacy
Emails - Legacy
Employee Report - Legacy
Hours Report Dashboard - Legacy
Incurred Job Costing Report - Legacy
Inventory On Hand - Legacy
Inventory Transactions - Legacy
Inventory Valuation Report - Legacy
Invoice and Sales Dashboard - Legacy
Job Costing Dashboard - Legacy
Maintenance Matrix Report - Legacy
Planned Billable and Non Billable Hours - Legacy
Project Budget Vs Actual - Legacy
Project Costs over Budget - Legacy
Project Summary - Legacy
Sales Commission Dashboard - Legacy
Sales Performance Dashboard - Legacy
Sales Projection Dashboard - Legacy
Service Agreement Dashboard - Legacy
Timesheet Day Summary - Legacy
Timesheet Default Export - Legacy
Use Tax Report - Legacy
Visit Dashboard - Legacy
Visit Timestamps - Legacy
These updates apply automatically to all 27 Legacy reports and dashboards listed above. No configuration is required.