Report List (S)

Signing Report

Shows all documents signed and submitted for a draw. The following users can generate this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project. Owners can also generate this report. Contact your Textura representative for more information.

Key Output Fields: Action

SoV Adjustment Detail Report

Shows changes made to the budget/Schedule of Values (SoV) without a change order. The following users can access this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project. Owners can also generate this report. Contact your Textura representative for more information.

Key Output Fields: Adjustment Date, Acct No., User Name.

Stored Materials Detail Report

Lists stored materials details for a selected project and draw combination. This report simulates the Stored Materials Log page. The information is separated by contract. The following users can access this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project.

Sub Component Listing Report

Lists Schedule of Values (SoV) and billed amounts per components.The following users can access this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project.

Key Output Fields: Invoice, Invoice Exported, Date Disbursed, Textura Transaction Number, Vendor ID, and Subcontract.

Sub SoV Line Item By Draw Report

Shows each line item for each subcontract a General contractor has on TPM. You can choose the project, draw, or subcontract to include in this report. The following users can access this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project. Title Companies and Owners can also generate this report. Contact your Textura representative for more information.

Subcontract Component Listing Report (Grouped by Subcontractor)

Use the Subcontract Component Listing Report (Grouped by Subcontractor) to review billing amounts against each component. When comparing billing amounts, you can see if the listed component is a part of the original Schedule of Values or if it was edited through a change order. This report is similar to the Subcontractor Component Listing Report, but the output groups information by subcontract. The following users can access this report: All Enterprise Administrators, all Local Administrators, and all Regular Users assigned to a project.

Owners can also generate this report if the General Contractor has enabled the Allow access to subcontractor budget information (Open Book) setting, or if the Owner chooses to run the report on a project they created. Contact your Textura representative for more information.

Key Output Fields: Original Contract, Change Orders, Revised Contract, Sub Job, Account Code, Invoice Number, Gross Invoice, Retention Held.

Subcontract Invoice Status Report

Shows invoice information and status for the invoice approval workflow. You can choose the project, draw, or subcontract to include in this report. The following users can access this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project.

Key Output Fields: Date Draw Initiated, date Invited to Draw, Specified Billing, Date Last Reminder Sent, Number of Times Rejected, Payment Type, Payment Due Date, Invoice Export Date.

Subcontract Reconciliation Report

A summary of the amount invoiced. It includes amounts paid to subcontractors. Use this report to reconcile the amounts recorded in TPM with the values exported to your accounting system. The following users can access this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project. Title Companies and Owners can also generate this report. Contact your Textura representative for more information.

Key Output Fields: Tax Paid, Prior OFF-System Payments, Approved Invoice Not Exported.

Subcontract Retention Report

Shows a list of Subcontractor retention and billing from selected projects and draws. The following users can access this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project.

Subcontractor Draw Detail Report

A summary of subcontract details. It includes the Schedule of Values breakout and invoice amounts. This report can be used by Approvers to review subcontract details for unapproved invoices. The following users can access this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project.

Key Output Fields: Account Code, Category Code, Subjob.

Subcontracts with Vendor Information

General Contractors can use this report to view a list of all Subcontracts associated with a project. It includes vendor information for each subcontract. The following users can access this report: all Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project.

Key Output Fields: TPM Organization ID, Organization Name, Minority Status, Segment ID, Project Number, Project Name, Contract Number, Contract Description, Vendor ID.

Sub-Tiers Not Included in Draw Report

Generate this report to track sub-tiers who have a Not in Draw lien waiver status in a draw, but their parent company was included in a draw. Use this report to help reduce risk in sub-tier lien waivers going uncollected. The following users can access this report: All Enterprise Administrators, All Local Administrators, and Regular Users assigned to a project.

Key Output Fields: Project Number, Project Name, Draw Number, Parent Organization, Sub-Tier Name, Org Type, Subcontract Number, Service.