Generating Reports - Open Items

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 field, select either Print Project Log or Export Project Log to Excel. Report-specific sections appear.
    • The new sections present several sorting and filtering criteria for the report. Under Report Type, select Open Items.
    • An Output Format section is included.
  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