7 questions your operation should be asking AccuAir’s Report Builder
Your operation generates questions every day. Which referral sources are sending you business? Which files are two days from closing with unresolved tasks? Whether your team’s capacity is balanced or about to break.
The data exists. Getting to it used to be the problem.
Report Builder changes that. Type what you want to know in plain language and AccuAI returns a clean, exportable result in seconds. No formulas, no spreadsheet exports, no request to someone who knows how to pull a query. Just the answer.
See it in action: Report Builder
“We built Report Builder around the simple idea that getting access to the right information should not feel like work. Whether you are forecasting next quarter, tracking team activity, or preparing for a leadership meeting, you can now ask AccuAir for what you need and get a report in seconds.”
— Rick Vaughan, EVP Product, AccuTitle
Below are seven questions worth asking — and what you’ll find when you do.
1. What does our pipeline look like right now?
Every owner or managing partner has a version of the same question: what does our pipeline look like right now?
Pipeline and production reports give you a real-time snapshot of open order volume. You can filter by date range, file type (purchase, refinance, commercial), or team member. When you can see exactly how much business is in the door, where each file stands, and who owns what, Monday morning stops feeling reactive.
For managers, this report does something equally important: it surfaces workload imbalance before it becomes a staffing problem. If one closer is sitting on 40 files and another has 12, that’s something you want to know before burnout or errors start showing up.
Ask Report Builder:
- How many orders are currently open, and how does that compare to this time last quarter?
- Show me all the open files and who they are assigned to. OR List all closers and the number of open files assigned to them.
- How many files were created in the past quarter by application type
2. Which files closing this week still have open tasks?
One of the most practical, high-impact reports any title operation can run is a straightforward one: which files are scheduled to close this week, and which of those still have open tasks?
This is the report that prevents last-minute scrambles. It brings together your calendar and your task list in a way that lets closers, managers, and owners see exactly where attention needs to go before a closing date arrives.
For a closer, it functions as a daily checklist. For a manager, it’s a risk management tool. A file that’s two days from closing with five unresolved tasks is a flag that needs attention today, not the morning of settlement.
AccuAir surfaces this data without requiring anyone to dig through individual files or send messages asking who’s handling what. The information is already in the system. This report just brings it to the surface.
Ask Report Builder:
- Which transactions closing in the next five business days have unresolved tasks, and what are those tasks?
- List all the open items per transaction and which team member they are assigned to.
- Show me all open tasks, the number of days until closing, the task due date, and who the task is assigned to.
3. Where is my business actually coming from?
This is one of the most underused categories of reporting in title, and one of the most valuable for anyone making strategic decisions.
A referral source report breaks down your orders by the attorney, agent, or lender who sent them. Over a quarter or a year, this data tells a clear story: which relationships are actively driving business, which ones have gone quiet, and where there may be untapped volume waiting in a relationship that just needs more attention.
For executives, this is the report that makes relationship ROI visible. When you can show that a particular law firm referred 23 orders last quarter, or that a referral source you’ve been cultivating has doubled their volume year over year, strategic decisions about where to spend time become much easier to make, and much easier to defend.
Ask Report Builder:
- Which referral sources brought in the most business over the last quarter?
- Show me all referral sources that were active a year ago, and the referral count compared to the same month this year.
- List all referrers and the number of referrals each over the past 12 months.
4. How is my team performing, and where do we go from here?
Volume of closings in a given period, closings by closer, average time from open to close. These numbers do more than tell you what happened. They help you plan what comes next.
Looking at closings by closer is not about scorecards or surveillance. It’s about understanding capacity and recognizing where your team is delivering. If one closer consistently processes files faster and with fewer issues, that’s a model worth understanding and sharing. And if a team member’s numbers have shifted, that might signal they need support, not a performance review.
Average time from open to close also matters for client communication. If your typical purchase file takes 30 days and you’re making commitments based on 22, you’re setting expectations that will be difficult to meet. Better data leads to better communication, which is what keeps referral sources loyal over time.
Ask Report Builder:
- How many closings did your team complete last month, and how does that compare to the same period last year?
- List all users and the number of closings they completed in 2025. Sort the list from the greatest number to the least.
- Are there file types that consistently take longer to close? Give me specific files and identify their reasons for delay.
5. Which business development efforts are translating to revenue?
For title operations that track business development by salesperson or business development rep, a premium tracking report is one of the most important tools in the executive toolkit.
Which salespeople brought in the most premium dollars this quarter? The question sounds simple, but answering it accurately without a clear report usually means piecing together individual files and trying to reconstruct attribution after the fact.
Report Builder surfaces this data cleanly, giving leadership a view into which business development efforts are actually translating to revenue. It makes conversations about compensation, territory, and investment in future growth easier to have, and more grounded in what the numbers actually show.
Ask Report Builder:
- List all salespeople and the premium volume this quarter, and how this compares to last quarter.
- How does this quarter’s premium volume compare to the same period last year?
6. Which files need attention before they become a problem?
A file that sits too long without movement is a liability. It can mean a deal falls apart; a client gets frustrated, or a compliance issue surfaces at the worst possible moment.
File aging reports flag orders that have been open beyond a normal threshold without meaningful progress. For managers, this is part of a healthy weekly workflow. For owners, it’s as much a compliance and liability tool as it is an operational one.
The ability to see at a glance which files are aging, who owns them, and what the last recorded activity was gives your team the chance to intervene before a stalled file becomes a lost deal or an audit finding. This is one of those reports that may not feel urgent until you run it. Then you can’t imagine managing without it.
Ask Report Builder:
- Which open files have not had any tasks completed in the past 3 days? OR open files where the closing date has not been updated recently?
- Show me aging files grouped by file type, with the average age in days for each.
- Is there a pattern in which stage of the process creates the most delays?
7. What does this month actually look like financially?
An owner should not have to open 20 individual files to understand what the month looks like financially. A revenue and fees report pulls that picture together, showing total fees collected, fee type breakdowns, and projected revenue based on your open pipeline.
This report connects production activity to financial outcomes in a way that’s clear and immediate. It also makes budgeting and planning conversations more productive, whether that’s with a business partner, a banker, or your own leadership team.
For managers, fee breakdown reports can also surface billing inconsistencies or missed charges that quietly eat into margin over time. These are not the kinds of losses that show up in any single file. They only become visible in aggregate.
Ask Report Builder:
- What is your total collected revenue for the current month and quarter?
- Are there fee categories that indicate a $0 collected and how many files in each category?
A reporting rhythm that actually works
Good reporting isn’t about running every possible report every day. It’s about knowing which reports to check, and when, so the habit is sustainable and the insight is timely.
Here’s a rhythm that works well for most title operations:
Weekly (manager or owner):
- Files closing this week with open tasks
- File aging and at-risk files review
- Pipeline and production snapshot
Monthly:
- Closing and settlement activity by closer
- Revenue and fees summary
- Referral source volume by referrer
Quarterly:
- Referral source year-over-year trends
- Salesperson and premium volume tracking
- Team productivity and workload comparison
When reporting becomes part of the rhythm, it stops feeling like extra work. It becomes the thing that makes everything else easier, because decisions get made faster, problems get caught sooner, and the whole team is working from the same picture.
AccuAir’s Report Builder is designed to put this kind of visibility within reach for title operations of any size. You don’t need a dedicated analyst. You need a platform that gives you the right information at the right time, and the flexibility to ask the questions your business actually needs answered.
See what your reporting workflow could look like with AccuAir. Click below, and we’ll walk you through it.
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