Submittal Reports
This screen is used to print submittal reports that are separated as follows:
By Spec Section
This tab is used to print the submittal report divided by spec section.
Report Type
From Section, To Section
These fields are used to select the range of spec sections to report. The "From Section" field selects the starting spec section and the "To Section" field selects the end spec section.
Responsibility
Received From
Sent To
Returned By
Forwarded To
Status
Type
This field is used to filter the report by submittal type.
Sort By
Sample Submittals Report by Spec Section (PM3041)
By Package
The following tab is used to print the submittal report for a specific submittal package.
Report Type
Print Statistics – Checkbox
This field is used to include the submittal package completion statistics within the header of the report.
NOTE: While the following checkbox exists for each tab of the Submittal Reports screen, it only applies when generating reports by package.
Submittal Package
Responsibility
Received From
Sent To
Returned By
This field filters the report by the individual or group who returned the reviewed submittal(s) as part of the submittal review cycle.
Forwarded To
This field filters the report by the individual or group who was forwarded the reviewed submittal(s) as part of the submittal review cycle.
Status
Type
Sort By
Sample Submittals Report by Package (PM3041)
By Status
The following tab allows the user to print the submittal report divided by status.
Report Type
This field is used to select the type of submittal log to generate.
Responsibility
This field filters the report by the individual or group responsible for the submittals.
Received From
This field filters the report by the individual and/or group who prepared the submittals as part of the submittal review cycle. See Submittals for more information on the review cycle of submittals, and Submittal Status for more information on classes for submittals.
Sent To
This field filters the report by the individual and/or group who reviewed the submittal(s) as part of the submittal review cycle.
Returned By
This field filters the report by the individual or group who returned the reviewed submittal(s) as part of the submittal review cycle.
Forwarded To
This field filters the report by the individual or group who was forwarded the reviewed submittal(s) as part of the submittal review cycle.
Status
This field is used to filter the report by status of the submittal(s).
Type
This field is used to filter the report by submittal type.
Sort By
This field is used to select whether to sort the submittals by sort order or ID.
Sample Submittals Report by Status (PM3041)
Print Report
Once you have specified the report type to be generated, press the [Print Report] button on the console’s toolbar to launch the Report Config pop-up window. This pop-up window is used to specify the print server, destination, and format of the report. Press [Run Report] in the pop-up window to generate the report.