The Category Detail report lists all categories for all prequalification forms.
- From the Prequalification menu of the Navigation Bar, select Submissions.
The Submissions page displays. - From the header of the Submissions table, select Export.
An Export dialog box appears. - Select Export Category Detail Report.
A dialog box appears, confirming the system will send an email to to the email address on file. - From the email, select the link.
Note: The link expires in 24 hours. After 24 hours, you will need to generate the report again.
- Enter your User Name and Password in the prompt.
An Opening categoryDetailReport dialog box appears. - Open the report in a program that reads .XLS files.
Notes:
- This is an Excel file type.
- The Open with option is selected by default. To save the file without opening it, select Save File before selecting OK.
Report Output
- Vendor Name
- Vendor First Name + Last Name
- Vendor Email
- Vendor Tags
- Vendor Qualification Status
- Vendor Activities
- Vendor Expiration Status
- Request Name
- Categories Submitted
- Categories Reviewed
- Total Categories
- Expiration Date
- Additional Insurance
- Affiliations, Associations, and Awards
- Automobile Insurance
- Banking Information
- Bonding
- Business Classification Information
- Capabilities
- Contractor's Pollution Insurance
- Employees
- Excess Liability Insurance
- Financial Information
- Financial Statement Approver
- General Information
- General Liability Insurance
- Generic
- Geographic Areas
- LEED Certification
- Licenses
- Litigation Information
- Performance Information
- Product Service Segments
- Professional Liability Insurance
- Quality Assurance
- References
- Safety Information
- Safety Questionnaire
- Sign Qualification
- Software
- Subcontractor Trades
- Union Agreements
- Workers' Compensation Insurance