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Support Home > Products > Procore > Procore User Guide > Company Level > Reports > Tutorials > View Global Vendor Insurance Report

View Global Vendor Insurance Report

Objective

To view the Global Vendor Insurance Report for insurance information uploaded to the Directory tool.

Things to Consider

  • Required User Permission: 'Admin' on the Company level Reports tool.

Steps

  1. Navigate to your company's Reports tool.
  2. Click Global Vendor Insurance.
  3. Filter for vendors in the right pane by using the following drop-down menus:

    • Vendor Name: Filter by the vendor name.
    • Effective Date Start: Filter by the effective start date that appears on the insurance certificate.
    • Effective Date End: Filter by the effective date end for the insurance.
    • Expiration Date Start: Filter by the expiration start date that appears on the insurance certificate.
    • Expiration Date End: Filter by the expiration date end for the insurance.
       
  4. Once you've set your filter, you will see a report with the following information:


     
    • Vendor Name: The name of vendor.
    • Insurance Type: The type of insurance certificate reflected in the certificate.
    • Exempt: Whether or not it is an exemption certificate.
    • Provider: The name of the insurance provider company as it appears on the certificate. 
    • Policy #: The policy number as it appears on the certificate.
    • Effective Date: The effective date as it appears on the certificate.
    • Expiration Date: The expiration date as it appears on the certificate.
    • Limit: The limit on the insurance plan.
    • Info Received: Whether or not the complete set of paperwork regarding the insurance has been received.
    • Attachments: The insurance certificate may be attached.
    • Commitments: Whether it is a subcontract or purchase order.

Next Steps

  1. Export the report to PDF or CSV by clicking the PDF or CSV button in the upper right-hand corner of the page.

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