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Submittal Reports

This topic includes information about submittal reports.

The Reports tool allows you to create the following submittal reports:

Submittal Item Detail Report

The Submittal Item Detail Report is a list of submittals including detailed, submittal-specific information like status, creation date, due date, ball in court, and manager, presented as a PDF file. The report also contains information about responsible contractor, watchers, spec section and sub section, description, package, activity log, as well as final responses, and photos.

Filter: Use filters to limit the data that appears in the report. You can filter the data by:

  • Status
  • Spec section
  • Ball in court
  • Due date
  • Priority
  • Package
  • Type
  • Review response
  • Final response
  • Created
  • Updated
  • Published
Tip:

Click to add more filters and further refine the data included in the report. Click Reset to clear all applied filters.

Sort the data in ascending order or descending order by:

  • ID
  • Number
  • Spec section
  • Status
  • Ball in court
  • Due date
  • Priority
  • Package
  • Type
  • Title
  • Response
  • Revision
  • Created at
  • Updated at
Tip:

Click to add additional sorting criteria. Click Reset to clear all applied sorting criteria.

Choose from the available options:

  • Cover page
  • Table of contents
  • Photos
  • References

Example of a Submittal Item Detail Report

Submittal Item Status Summary

The Submittal Item Status Summary Report is a count of submittal items in each status category grouped by an assigned company. The data included in the report can be presented as an XLSX or PDF file.

Filter: Use filters to limit the data that appears in the report. You can filter the report data by:

  • Status
  • Spec section
  • Ball in court
  • Due date
  • Priority
  • Package
  • Type
  • Review response
  • Final response
  • Created
  • Updated
  • Published
Tip:

Click to add more filters and further refine the data included in the report. Click Reset to clear all applied filters.

Sort the report data in ascending order or descending order by:

  • Company
  • Overdue items
Tip:

Click to add additional sorting criteria. Click Reset to clear all applied sorting criteria.

Choose from the available options:

  • Cover page

Example of a Submittal Item Status Summary Report

Submittal Item Summary Report

The Submittal Item Summary Report is a summary of submittal items including information such as status, spec, item, reviews, type, title, responsible contractor, ball in court, due date, package, review responses, and final responses. The data included in the report can be presented as an XLSX or PDF file.

Tip: The Submittal Item Summary Report offers a compact layout, allowing for the display of greater amount of content within the same space.

Filter: Use filters to limit the data that appears in the report. You can filter the report data by:

  • Status
  • Spec section
  • Ball in court
  • Due date
  • Priority
  • Package
  • Type
  • Review response
  • Final response
  • Created
  • Updated
  • Published
Tip:

Click to add more filters and further refine the data included in the report. Click Reset to clear all applied filters.

Sort the report data in ascending order or descending order by:

  • ID
  • Number
  • Spec section
  • Status
  • Ball in court
  • Due date
  • Priority
  • Package
  • Type
  • Title
  • Response
  • Revision
  • Created at
  • Updated at

Choose from the available options:

  • Cover page
  • Table of contents

Select fields to be included in the report, and drag them to reorder as needed.

Tip:

Click to add additional sorting criteria. Click Reset to clear all applied sorting criteria.

Example of a Submittal Item Summary Report

See Create and Schedule Reports to learn how to create and schedule customized reports containing data relevant to your project needs.

Parent page: Report Types

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