Reports

Report Design

Portrait or Landscape

Filter Options

Folder

Chose the Folder you wish to run the report on

By Responsible Party

This is a type ahead field; type the first few letters of the company you wish to report on

Pending Date Range

This will display Items in the "Pending" Status -  drop-downs are for 1,2,3 or 4 week look ahead's

Required On Job date Range

This will display Items that are Required on the Job - drop-downs are for 1,2,3 or 4 week look ahead's

Due Date from Sub

This will show you the reverse calculation date of The Calculation is ROJ ( Required On Job ) - Prep / Lead Time - Submittal Review time = Date Due From Sub drop-downs are for 1,2,3 or 4 week look ahead's

Status

You can select single or multiple status to search for ( For Multiple hold the Ctrl key before clicking status )

Type

This will allow you to select which type of log in your folder (Pre-Con, Construction, Closeout or any Custom Log Created)

Report Options

Show Details

This will display all item sub details and dates in the report

Show Open

This will display only open items, if unchecked it will show the complete log including approved and closed items

Show Sent

This will display items that have been sent to the trade / vendor for input

Show Overdue

This will display only overdue items

Show Early

This will display trades that have turned in items ahead of schedule

Sorting

Set your sort options - The green arrows on the right invert A-Z to be Z-A

Refresh - Reset - Download

Refresh is set the selected choices, Reset returns the report to no selected options Download will send the log to your computer as an Excel spreadsheet