Keeping track of project health as it relates to Change Order and T&M Tag status can be overwhelming. Enter Roll Up Reporting, a powerful new feature designed to give you a clear, data-driven overview of project health—all in one place. By using this, GCs and Specialty Contractors alike can save time, enhance visibility, and improve decision making.
Key Features Breakdown
Project Health Dashboard and Metric Breakdown
- Provides a clear snapshot of project status: healthy, at risk, or needing attention.
- Provides a clear breakdown of all your metrics across all your projects, including days aging, dollar value of sent CORs in review, and a snapshot of CORs needing a reference number.
Customizable Metrics
- Choose relevant data points such as Change Order Requests (CORs), pending approvals, and labor hours.
- Customize your health thresholds for each of the available metrics to determine what you feel is Healthy, At Risk, or Needs Attention for your company.
Advanced Filtering
- Sort and filter projects by user, office, project name, or health status.
Automated Reports
- Schedule reports to be sent automatically to keep key stakeholders informed and identify issues before they become problems.
Access Controls
- Only account owners can configure settings, ensuring company-wide consistency.
How It Works:
1) Navigate to the Rollup Report Page from the Analytics section.
2) Filter & Configure your metrics to highlight critical data.
3) Analyze project health with easy-to-read visuals.
4) Automate Reports to distribute insights to key stakeholders.
For more detailed information, check out the Knowledge Base article.
Roll Up Reporting is only available to our users on a Standard or Professional license. Schedule a demo with someone on the Clearstory team to see it in action.
