Report List for Subcontractors

All Users by Project Report

Shows a list of users within an organisation and their roles on projects. The following users can generate this report: all Enterprise Administrators and all Local Administrators.

Key Output Fields: Email, Status, Regular User, Administrator (Enterprise and Local Administrators).

All Users by Role Report

Shows a list of users and the roles within an organisation. The following users can access this report: all Enterprise Administrators and all Local Administrators.

Budget with Period Details Report

Includes your full Work Breakdown (WB) and period details. The following users can access this report: All Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project.

Key Output Fields: Period Number, Period Date, Period To Date, Project Name, Item Code, Original Budget, Previously Approved Variations Current Variations, Revised Budget, Work Completed Previous Periods, Work Completed Current Period, Stored Materials, Total Work Completed and Materials Stored to Date, Previous Retainage Balance, Current Retainage Withheld, Previously Paid, Current Payment Amount, Balance to Become Due (including retainage)

Periods Initiated Report

Shows the periods initiated for selected projects during a selected time. You can create this report for a specific time period or project. The following users can access this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project.

Key Output Fields: Date Period was Initiated, Payment Application Submission Date, Date Period Closed.

Organisational Change Audit Report

Shows changes to Subcontractor organisation details for projects. The following users can access this report: all Enterprise Administrators and all Local Administrators.

Key Output Fields: Date of Change, Org Data Changed (This is the field or value updated in the system.), From Value, TO Value, User (This is the user who made the change).

Project User Role Audit Report

Shows the history of user role changes on a project during a selected date range. The following users can access this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project.

Key Output Fields: Created in Period, Updated in Period.