Creating a Report for Subcontractors

To create a report from the Reports page:

  1. Navigate to the Reports Page
  2. From the Reports page, select +Create.

    The Report Guided Process will appear.

  3. From the Report Guided Process, choose a report to generate.

    Note: You can either select a report from the list or use the search bar to find a Textura report type by name, description, or the fields included in the report.

  4. (Optional) Select View Fields to open a drawer on the right-hand side of the page. The drawer lists all output fields included in the report.
  5. Select Continue.
  6. Enter your report definition.
  7. Select a File Type.
  8. (Optional) In the Name & Output step, select Enable Notifications to receive email notifications when the report is ready. See topic Enabling Notifications for Reports.
    1. (Optional) Select the Attach Report to Email checkbox to include the report as an email attachment.

      Note: The Attach Report to Email checkbox is available only if your organization permits email attachments.

  9. (Optional) Set up a schedule to run the report at a chosen frequency.
  10. Select Continue.
  11. Choose appropriate filters for the report.

    Filters may include:

    • From Period Date
    • To Period Date
    • Project Status
    • Project Selection
  12. Select Finish.
    • The New Report page will close and the report you have generated will appear in the table on the Reports page.

A Report Created message will display at the bottom of the page and the report job will immediately begin to generate your file if you have not set a schedule for the report to follow.