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SMART 2.0 — Web reports

web-reports/ holds browser-based reports (many with Excel export). Module hubs (sales/, accounting/, production/) also link reports you are authorized to run — permissions come from AuthorizedReports in session.

RoleCommon reports
Executives / sales leadershipTraffic, transaction volume, prospect management
Accounting / financeBacklog, unit summary, LD budget tracking, Monday morning financials
Production managementCycle time, trade contacts
IT / supportApplication log
Report pageTopic
Sales prospect management reportProspect pipeline
Sales transaction volumeContract volume
Sales notes journal reportSales notes journal
Sales contacts data extractContact extract
Report pageTopic
Financial backlog reportBacklog
Backlog reservations reportGhost / reservation backlog
Financial unit summaryUnit / WIP summary
Financial spec homes reportSpec homes
LD budget trackingLand development budget
Financial loan submissionLoan submission
Borrow base reportingBorrow base (menu entry)
Borrow base detailLender/lot drill-down (from reporting page)
Financial daily extractDaily extract
Monday morning financialsMonday morning package
Report pageTopic
Production cycle timeCycle time
Production trade contactsTrade contacts on lots
Report pageTopic
Application logApplication errors (support)

Each linked report has its own doc page (workflow, filters, screenshot when available). See screen reference for the full list.

Many reports have a sibling -excel.aspx export — use for pivot tables and email attachments.

  1. Sign in to SMART 2.0.
  2. Open your module hub (Accounting, Sales, Production) — authorized reports appear in the Reports card.
  3. Or navigate directly to /web-reports/<report-name>.aspx if you have the bookmark.
  4. Set filters (community, date range, division) → Run.
  5. Use Export to Excel when available instead of copy/paste.

Reports are gated by report permissions loaded at login (with roles). Missing report = ask admin to add report rights in Administration — not the same as SMART 1.0 module access.

ASMXReports served
reporting.asmxFinancial backlog, spec homes, LD budget
unit-summary.asmxUnit summary / WIP
sales.asmx, traffic-reports.asmx, traffic-reports2.asmxSales home + traffic KPIs
production-cycle-time-analysis.asmxCycle time data + paging