Creating a Report for Subcontractors

To create a report from the Reports page:

Navigate to the Reports Page
From the Reports page, select +Create.
A New Report page displays.
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.
(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.
Select Continue.
Enter a name for the report.
Select a File Type.
(Optional) Set up a schedule to run the report at a selected frequency.
Select Continue.
Choose appropriate filters for the report.
Filters may include:
- From Draw Date
- To Draw Date
- Project Status
- Project Selection
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.