3 Types of Reporting Home Builder Solutions Should Provide

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We are overloaded with data. We collect data on prospects, customers, vendors, and our communities, all the time using a variety of systems.

But are you getting reports that give you information in an easily accessible and digestible way? Are you getting the insight into your business that you need?

Reporting is not one size fits all. Sometimes you need to see your business at a high level, sometimes more granular. And sometimes you need to get a holistic view of your business from all systems you use in your business.

To make sure you’re getting the information you need to make the right decisions, your home builder solution should provide you with three ways to see your data:


When you’re looking for quick access to information, dashboards are a great way to give you that overview.

Dashboards can give you a snapshot of your business performance and provide you with a quick way to get the information you need to make strategic decisions. Drill down into the details or use advanced filters to see under-performing communities, sales trends, or review warranty claims—all without running multiple reports or doing manual calculations. And having the ability to customize your dashboard makes it easier to focus on specific areas, so you can identify current problems—or get ahead of potential ones.

Built-in Reporting

Want to take a deeper dive into your data? This is where built-in reporting functionality is important, letting you create reports directly from your system and see your data in real-time.

This reporting option means taking advantage of pre-built reports that are ready to consume or creating custom reports and financial statements that give you a more granular view. Your home builder solutions should give you and your team the needed data, with the flexibility to print the reports to PDF, export to Excel, and more.

(Read more about the top 10 built-in reports home builders should be using to understand their business better—from sales through production and warranty.)

Connect to Your Business Intelligence Tools

Sometimes you need to consolidate data from a wide variety of systems into one report. Your solution should let you seamlessly connect to the business intelligence (BI) tool of your choice—no more exporting and importing snapshots of data.

Using a BI tool is a more advanced way of creating customized reports and you may or may not have someone in-house. However, this reporting option gives you the ability to see data from all systems across your entire organization, giving you a holistic view of your business and providing greater insight.

And don’t forget, when you want to create a report or series of reports, but don’t have the right person in-house to build them, leveraging the consulting team is a great option. They can create reports that can save you countless hours building yourself.

ECI Staff Contributors

About the Author

ECI Staff Contributors love to share their insights and expertise on a variety of topics including sales, marketing, cloud, ERP, and SMB development as well as on product specific education. With offices throughout the United States, Mexico, England, the Netherlands, Australia, and New Zealand, more than 40 employees contribute to blog on a regular basis.