Report List for Subcontractors
All Users by Project Report
Shows a list of users within an organization 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 organization. The following users can access this report: all Enterprise Administrators and all Local Administrators.
Key Output Fields: Type (of User), Title, Last Login (Date), Date Created.
Budget with Draw Details Report
Includes your full Schedule of Values (SoV) and draw details. The following users can access this report: All Enterprise Administrators, all Local Administrators, and Regular Users assigned to a project.
Key Output Fields: Draw Number, Draw Date, Period To Date, Project Name, Phase Code, Original Budget, Previously Approved Change Orders, Current Change Orders, 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)
Contract Detail Report
Shows details of all confirmed contracts and contracts that are pending confirmation.
Draws Initiated Report
Shows the draws 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 Draw was Initiated, Invoice Submission Date, Date Draw Closed.
Organizational Change Audit Report
Shows changes to Subcontractor organization 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.
Last Published Wednesday, July 10, 2024