Reporting & Analytics Features

Transform your construction business data into actionable insights with spreadsheet-based reporting that pulls live data from your Assignar Pay account.

Core Reporting Features

Custom Reports

Build interactive spreadsheet reports that pull live data from your account, support Excel formulas, and refresh on demand. Learn how to:

• Create a new report and load data from any of the 17 data sources
• Work with multiple sheets and write cross-sheet formulas
• Save reports to the cloud, refresh connected data, and export to Excel or CSV
• Share reports with your team or keep them private

Report Data Sources

Reference for the 17 data sources available to Custom Reports — which filters each supports and which columns you can pull in.

Getting Started

New to reporting? Start with Custom Reports to build your first spreadsheet report, then use the Report Data Sources reference when you need to look up which filters a specific data source supports.

Integration with Other Features

Reporting pulls data from across Assignar Pay:

• Financial Management — invoices, supplier invoices, and cost codes feed financial reports
• Project Tracking — projects and clients are available as reference data in every report
• Cost Control — cost codes and Schedule of Values items support cost analysis and variance reporting
• Team Collaboration — team-visible reports let you share analysis with colleagues

Best Practices for Construction Reporting

• Build reusable templates for your monthly financial pack and refresh them each period rather than starting from scratch
• Keep raw data and summary calculations on separate sheets so refreshes do not overwrite your formulas
• Use date-range presets (This Month, This Quarter, Year to Date) so a single template stays current over time
• Compare actual vs. budgeted performance consistently by pairing transactional data with uploaded budget files
• Share team reports with the right stakeholders and keep personal drafts private
• Export to Excel when you need to send a snapshot outside Assignar Pay