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 New Report Guided Process will appear.

  3. From the New 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) Set up a schedule to run the report at a chosen frequency.
  9. Select Continue.
  10. Choose appropriate filters for the report.

    Filters may include:

    • From Period Date
    • To Period Date
    • Project Status
    • Project Selection
  11. 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.