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.

    A New Report page displays.

  3. From the New Report page, choose a report to generate.

    Note: You can either enter a report name in the search bar or find and select it in the list.

  4. (Optional) Select View Fields to open a drawer on the right side of the page. The drawer lists every output field included in the report.
  5. Select Continue.
  6. Enter a name for the report.
  7. (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.

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

    Filters may include:

    • From Draw Date
    • To Draw Date
    • Project Status
    • Project Selection
  12. Select Finish.
    • The New Report page closes and the report you generated displays in the table on the Reports page.
    • A Report Created message displays at the bottom of the page.
    • You can now select the report from the Reports table and then select Run to generate the report.