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New Construction: Reports & PDF

Reports & Sharing Updated Sep 3, 2026 Developers sharing the analysis

Construction reports in DealWorthIt work differently from other deal types, and the difference is the point: you never create one. The moment a collaborator with edit access saves a fundable calculation, a report is written automatically — pinned to that exact calculation, dated, and frozen. Change your assumptions later and you'll save a new calculation with its own report; the old one stays exactly as it was sent.

One report per saved calculation

  • A report is issued for a fundable, publishable saved calculation. Until one exists, the Reports tab shows the three-step path: fill in your assumptions, save a fundable calculation, and the report lands here — there's no report to run manually.
  • Re-saving identical inputs doesn't multiply reports — the same saved calculation keeps its one report. Materially different inputs produce a new saved calculation and a new report.
  • A calculation that isn't fundable produces no report, and the tab says why — resolving the funding gap is the path to the document.

Frozen means frozen

Every report's content is stored at issue time and verified against its own integrity record whenever it's read — it never recalculates behind you. A report on an earlier calculation is labeled superseded when a newer one exists, and the version picker on the Reports tab lists each analysis's reports newest-first so you can open or download any of them. The only things that stay live on an old report are honesty signals — that it's been superseded, or the project archived — never the numbers.

What's in it — and the plan difference

The document reads from executive summary through budget, sources & uses, the capital stack, lease-up and stabilization to returns and disclosures. What varies by plan is the month-by-month appendices: the monthly draw/interest/balance, equity and operating schedules, and the full development-to-exit cash flow ledger. On plans without advanced analysis those sections appear as "withheld on this plan" notices — and the report says the important part out loud: every summary figure is complete and was computed from the full monthly model. The withholding is decided when the report is issued, from the deal owner's plan; it never rewrites an existing document.

Issued reports are yours

A delivered report doesn't expire with the plan that bought it. After a downgrade or a lapse, reports already issued stay open and downloadable — what a lapsed plan loses is the production of new ones. A report issued with the full monthly ledger keeps it forever.

PDF and sharing

  • Download PDF builds the file in your browser from the already-rendered report — same numbers, same layout. Advanced documents can also download the full monthly schedules.
  • Share mints a view-only public link. Enabling or replacing a link is part of the advanced reporting plans; turning a link off is always available — revoking access is never a paid feature. Replace the link and the old one stops working immediately.

Where construction reports live

On the deal — the Reports tab is the home for construction reports, one strip per analysis. They deliberately don't behave like the managed report library of other deal types: there's no create-a-report flow, and a standard construction report doesn't populate the Report Center. The workspace's own tab always shows every report on the deal, whoever created the calculation.

Common questions

  • "I saved and no report appeared." — The save has to be fundable: if sources don't cover uses, the tab's status names the blocker and links you to Underwrite. Fix the gap, Calculate & Save, and the report writes itself.
  • "The report doesn't show my latest numbers." — It's not supposed to: each report is frozen to its calculation. Save the new assumptions and read the new report; the version picker keeps both.
  • "My monthly schedule section says withheld." — The deal owner's plan didn't include advanced analysis when the report was issued. The summary figures above it are complete — the withheld part is the month-by-month working, not the answer.
construction report frozen report report versions withheld pdf
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