BuildOps

How to Create Comprehensive Reports by Joining Data Sets

How To Create A Basic Dashboard Report

A guide to accessing, navigating, and managing your dashboards and reports in BuildOps.

Reporting in BuildOps

View invoice email history on Dashboard

These are the basics for reports to load fast and show the right numbers. Each tip has a quick do/don’t and a real BuildOps example. The full list is summarized…

Building Accurate and High Performant Reports in Sigma

In this release: Legacy Reports Renamed · ReadMe Pages Added to Every Legacy Report · Account Name Filter Added to Every Legacy Report

Legacy Reports Update - July 16, 2026

Angelene Rosario

Krystal Allen

Dashboard

Understand which technicians are driving your business forward and who needs a closer look.

Standard Dashboard: Technician Profitability Dashboard

See exactly how much your customers owe you, how old each balance is, and which job it's tied to — all in one place.

Standard Dashboard: AR Aging Dashboard

One view of your entire operation — quotes, jobs, service agreements, projects, and labor — all in one place.

Standard Dashboard: Operations Dashboard

One place to see how your business is performing financially — across every job, service agreement, maintenance, and project.

Standard Dashboard: Finance Dashboard

See exactly which service jobs are underbilled, over budget, or approaching their billing ceiling

Standard Dashboard: Service (Jobs) WIP Dashboard

See exactly what changed on a project, when it changed, and why — billings, costs, and profitability tracked month by month.

Standard Dashboard: Project Analysis Dashboard

See what's included in the new Standard Dashboard Package and where to find it in BuildOps.

Introducing the Standard Dashboard Package

Explore the built-in reports available in BuildOps to track your business performance. Learn how to run, filter, and interpret key operational data across work orders, financials, scheduling, and more.

Standard Dashboards

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

Connect your stack

A quick lap of the product so you know where everything lives.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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