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Create RFI Reports

In this topic, we'll show you how to create reports in the RFI module.

From the RFI Page

  1. Click on the Requests for Information module from the left navigation.


  2. Click on the Create Report button.


  3. Click on the Export To Excel button located on the top right corner. An RFI log will be exported out in Excel format.  

  4. Click inside the Report Title text box and enter a title for your report.

  5. Check boxes next to the information that you want to include in your report.

  6. Click on the Print Report button.

  7. Click on here link. (The report will be printed to a pdf file). You can also access the report by clicking on the Reports link. When click on the Reports link, you will be taken to the Reports page. All the RFI reports will be listed here.

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