Create Submittals Reports

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

From the Submittals Page

  1. Click on the Submittals module from the left navigation.



  2. Click on the Export To Excel button located on the top right corner. A Submittal log will be exported out in .xls format.



  3. Click on the Create Report button.



  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 you click on the Reports link, you will be taken to the Reports page. All the Submittal reports will be listed here.



      

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