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Support Home > Products > Procore > Procore User Guide > Project Level > Submittals > Tutorials > Create a Custom Submittals Report

Create a Custom Submittals Report

Objective

To create a custom report using the reporting feature in the project's Submittals tool.

Background

There are common reports that are used on all projects and some that are project specific, either due to the uniqueness of project, owner, or project team managing the job. There are also personal reports that project engineers and project managers use to meet day-to-day business goals that should not be shared and visible to all members of their team. Procore's custom submittal reports functionality makes it easy to organize your submittals into relevant reports for your both personal use as well as for company or project-specific needs.

Things to Consider

  • Required User Permissions:
    • To create, edit, and view reports that have not been marked 'Personal' to another user, 'Admin' level permissions to the Submittals tool.
    • To create personal reports and view global and project-specific reports, ' 'Standard' level permissions to the Submittals tool.
    • To view global and project-specific reports, 'Read Only' level permissions to the Submittals tool. 
  • Options:
    • You can create an unlimited number of reports on a project. 

Steps

Create a Custom Submittals Report

  1. Navigate to the project's Submittals tool.
  2. Choose one of these options:
    • If you are a user with 'Standard' or 'Admin' level permissions, go to Submittal Reports in the right pane. Then click the Create New Custom Report link.

      submittal reports12.png

      OR
    • If you are a user with 'Admin' level permissions, click the Configure Submittal Settings link in the right navigation bar. Then click Custom Report
  3. In the Create Submittal Custom Report page, do the following:
    • Enter a descriptive title for the report in the Name box. This is a required field. 
    • Choose the report's accessibility and view options from the Type area:


       
      • Project Specific. The report is accessible to users on the active project. If you choose this option, the report will be accessible to anyone on the project with permission 
      • Global. Choose this option to make the report accessible to all the projects in your company account. 
      • Personal. Mark this checkbox if you want the report to be visible only to you. Remove the mark from the checkbox if you want the report to be visible to project users or global users. 
  4. In the Columns area, mark all of the checkboxes to include that data as a column in the report. By default, all of the checkboxes are marked.
    Note: If you want to remove a column from the report, remove the checkmark. 
    • Spec Section
    • Cost Code
    • Number
    • Revision
    • Created By
    • Responsible Contractor
    • Received From/Date
    • Lead Time
    • Required On-Site Date
    • Title
    • Package Name
    • Type
    • Status
    • Approvers
    • Approvers Due Date
    • Issue Date
    • Submit By
    • Sent Date
    • Distributed Date
    • Returned Date
    • Response
    • Ball in Court
    • Ball in Court Due Date
    • Final Due Date
    • Planned Return Date
    • Planned Internal Review Completed Date
    • Planned Submit By Date
    • Internal Review Time
    • Design Team Review Time
    • Description
    • Location
    • Scheduled Task
    • Confirmed Delivery Date
    • Anticipated Delivery Date
    • Actual Delivery Date
  5. In the Sort By lists, do the following:
    • Select the column by which to sort your report data. By default, the report is set to sort data by Number. 
      Note: If you have excluded a column from the report, do NOT select that column from this list box.
    • Select whether the data displays in Ascending or Descending order.


       
  6. In the Group By drop-down list, select the desired grouping for the report data. 


     
  7. In the Filters area, choose from these options to filter the report data:
    • Status. Choose Open or Closed. These are the default statuses in Procore.
      Note: If a user with 'Admin' level permissions to the Submittals tool created a custom submittal log status, you can select one of those statuses here. See Create a Custom Submittal Log Status.
    • Response. To filter the report to include only submittals with specific responses (e.g., Approved, Pending, Rejected, etc.), select the response from the list.
    • Type. To filter the report data by type (e.g., Document, Shop Drawing, etc.), select a type from the list.
    • Received From. To filter the report data by the person or entity that provided the submittal information, select that person or entity from the list.
    • Approver. To filter the report data to show items assigned to a specific user for approval in the submittal workflow, select that approver's name from the list. 
    • Ball in Court. To filter the report data to show all of the submittals for a specific Ball in Court person, select that individuals name from the list.
    • Spec Section. To filter the report data by a particular section in the spec book, select the section number from the list.
    • Responsible Contractor. To filter the report data to include only submittals associated with a particular contractor, select the contractor from the list.
    • Search. To search for and filter the report data to include only the submittals that match a particular word or phrase, enter the word or phrase here.
    • Due in the Next # Days (Or Overdue). To include only overdue and and submittals that are coming due in the report, specify the number of days in this box. 
    • Only Show Most Current Revisions. If you want the report to include only the most current revision of a submittal, place a check mark in this box. 
    • Date Field. To narrow the report to a particular date field, specify that date here. For example, to view only those submittals for a particular distribution date, select Distributed Date from the list.
    • Date Range. To specify the start and end dates for the data to include in the report, specify the date range here. 


       
  8. Click Create.
    This creates a new report using the criteria you specified. 
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Last modified
15:47, 6 Mar 2017

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