Reporting, Rebuilt: From Retrieving Data to Getting Answers

We rebuilt reporting in Contractors Cloud from the ground up. Here’s what changed, and why.

A shift in reporting strategy

For most contractors, a report has always been a starting point rather than an ending point. You go to the reports page, you find something close to what you need, you export it, and then the real work begins in a spreadsheet — summing a column, averaging another, hunting for the outlier, rebuilding the thing you actually wanted out of the two or three reports that each got you halfway there.

That’s data display. It isn’t reporting.

So when we rebuilt reporting, we started with one goal: move from displaying data to delivering answers. A report should tell you what you came to find out, on screen, the moment it loads. And for the questions you ask on a schedule, Monday pipeline, month-end financials, quarterly production, you shouldn’t have to go anywhere at all. The report should come to you.

That’s the whole strategy in a sentence. Reporting has moved from a place you go to retrieve data, to a place you go to get answers and, with scheduling, a place you don’t have to go at all.

Even with these big additions, we still allow you to export your reports in CSV or JSON file types to further work with your data or share it with other tools – especially AI tools.

Built around how you actually think about your business

The first thing you’ll notice is the structure. Reports are now organized into category pages built around reporting context, with one-click movement between them:

• Sales and Marketing
• Financial
• User
• Production
• Project Management

You’re no longer scrolling one long list looking for the report whose name you half-remember. You go to the part of the business you’re asking about, and the relevant reports are there. Contractors Cloud ships with 35 reports across those categories and now, for the first time, the ability to build your own reports on top of them.

What’s new

Know what a report is before you run it

Each category page presents its reports as cards, and the card is what you click to run. That card used to be a name. Now it’s a briefing.

Every card carries a description of what the report actually tells you, so you’re choosing based on the question it answers, not guessing from a title. Once you’ve run a report a single time, the card also displays the entity that report is centered on, giving you an instant read on what you’re looking at before you open it.

Cards also carry visual chips that tell you a report’s status at a glance:

• Custom — this report was built by you or your team
• Scheduled — marked with a clock icon, so you know it’s scheduled for delivery
• Shared — if you shared it with others, the chip reads Shared. If someone shared it with you, the chip shows that person’s initials as well, so you know exactly where it came from.

Those same chips carry through into the report heading once it opens — the context doesn’t disappear the moment you run it. And you can hover over a Shared by MK chip to get a tooltip with the full name, Mike Kampa, in that example.

What you get: a reports page you can scan instead of decode. You know what each report does, what it’s built around, whether it’s already scheduled, and who you’re sharing it with, all before a single click.

Answers on arrival, not after the export

Reporting KPI cards and column aggregations.

Any data or numerical column can now be totaled, averaged, or reduced to its max or min value directly in the report. That in turn powers KPI cards, you can display up to three configurable cards pinned to the top of the report, each showing whichever calculation matters most to you.

The practical effect: the number you were going to open a spreadsheet to calculate is already on screen when the report loads. Sold. Revenue. Balance. Averages. Outliers. Right at the top, before you’ve done anything.

What you get: faster decisions, fewer spreadsheets, and a lot less manual work between “I have a question” and “I have an answer.”

Reporting that runs itself

Scheduled reports in your inbox.

This is the big one. Every report can now run on its own and land in the right inboxes on the right cadence. You no longer need some one remembering to pull it, no one chasing someone else to send it.

You control:

• Recipients — individual users or entire teams
• Frequency — daily, weekly, monthly, or quarterly, at the time of day you choose
• Format — CSV for the people who want a spreadsheet, JSON for feeding another system or an AI assistant

That last option matters more than it looks. JSON output means a scheduled report isn’t just a document, it’s a data feed. Your reporting becomes a pipeline other tools can consume, not a PDF someone has to open and retype.

What you get: consistent visibility with zero recurring effort, and distribution by default instead of on request.

Shaped around how you work

Favorites, drag-and-drop column reordering, add and remove columns, ascending and descending sorting, and duplicate.

Individually, none of these is a headline. Together, they’re the difference between using a report and owning one.

• Favorite a report and it moves to the front of your list, where you don’t have to look for it.
• Reorder columns by dragging them into the sequence you actually read in.
• Add or remove columns so the report shows what you need and nothing you don’t.
• Sort ascending or descending on any column, the way you think about the data.
• Duplicate a report to build one solid version and spin variants off it — same foundation, different question.

What you get: less friction every single time you open a report, and reports your team actually adopts, because they didn’t have to bend themselves to fit the tool.

And now: 🤯 Custom Reports

Every contractor eventually hits the same wall. The report you need doesn’t exist, so you export three that half-fit and rebuild it by hand in a spreadsheet. Every month. Forever.

That wall is gone.

You can now build a custom report from scratch, around whatever part of your business you’re asking about, and decide exactly who sees it. If you can describe it, you can build it — 27 entities to build from, AI-assisted construction, and sharing controls so it reaches exactly the right people.

And because Contractors Cloud is built AI-first with our own MCP server, you don’t have to build it in our interface at all. You can use the AI tool you already work in like Claude, ChatGPT, and Grok, and create a custom report in Contractors Cloud by describing what you want.

What you get: the report you actually wanted, built once, shared with the right people, and running on a schedule from then on.

Reporting rebuilt and ready for you

Custom reports and scheduled reports are, by a wide margin, the two biggest additions here — and they compound. Build exactly the report your business needs, put the answers on KPI cards at the top of it, arrange it the way your team reads, and then schedule it to your crew, your accountant, or your own inbox every Monday morning in whatever format they need it in.

That’s reporting that works for you instead of the other way around. Faster answers, less manual work, and visibility that shows up on its own.

The rebuilt reporting experience is live in Contractors Cloud today. Head to your Reports page and start with a favorite.