Generating Reports - Items Needed

The Items Needed report shows any expected items that have yet to be submitted in specific logs in Submittal Exchange.

When logged into Submittal Exchange, select Reports in the upper right hand corner of the screen to run a report.

  1. In the Project field, select the project on which you need a report.
  2. In the Log Type field, select the log.
  3. In the Built-In area, select Items Needed. Report-specific sections appear.
    • Further narrow your report criteria by selecting your date preferences using the Filter and Recent Activity drop-down lists.
    • Use the Sort By drop-down list in the Sort section to sort the report by the columns available in the current log.
  4. Once you have selected the appropriate criteria, select Save as Defined Report to save this report as Custom, or choose Run Report.

    Notes:

    • Save as Defined Report allows you to name and save the generated report in the Saved area. It will then be available anytime you open the Reports page for this project.
    • Run Report generates the report in a new page. Select Print (printer icon near the top of this page) OR select Export (computer disc icon near the top of this page) to save this on your computer or network in Excel.

Last Published Thursday, May 29, 2025