Data Views and Standard Log Reports - Submittals

Data Views - Primary

  • vw_LeadInfo
  • vw_LeadInfoSimple
  • vw_ProjectInfo
  • vw_ProjectInfoSimple
  • vw_SubmittalInfo
  • vw_SubmittalItems
  • vw_SubmittalRespondents

Data Views - Optional

  • vw_CompanyInfo
  • vw_CompanyInfoSimple
  • vw_ContactInfo
  • vw_PrimeContractInfo
  • vw_PrimeContractInfoSimple

Standard Log Reports - Individual Lead - Submittals

Report Name Filter Parameters
Submittal Items by Approval Status and Submittal Package ProjectLeadId, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Company Currently Responsible and Submittal Package ProjectLeadId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ItemStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Originator and Submittal Package ProjectLeadId, SubmittalStatus, OriginatorStatus, OriginatorCompanyId, ItemStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Reference and Submittal Package ProjectLeadId, Reference, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Submittal Package ProjectLeadId, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Summary by Closed Status ProjectLeadId, SubmittalStatus, OriginatorStatus, ResponseStatus, SubmittalType
Submittal Summary by Closed Status and Company Currently Responsible ProjectLeadId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Company Responsible with Respondents ProjectLeadId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status and Originator ProjectLeadId, SubmittalStatus, OriginatorCompanyId, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Originator with Respondents ProjectLeadId, SubmittalStatus, OriginatorCompanyId, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status and Type ProjectLeadId, SubmittalStatus, SubmittalType, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Type with Respondents ProjectLeadId, SubmittalStatus, SubmittalType, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status with Respondents ProjectLeadId, SubmittalStatus, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo

Standard Log Reports - Individual Project - Submittals

Report Name Filter Parameters
Submittal Items by Approval Status and Submittal Package ProjectId, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Company Currently Responsible and Submittal Package ProjectId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ItemStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Originator and Submittal Package ProjectId, SubmittalStatus, OriginatorStatus, OriginatorCompanyId, ItemStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Reference and Submittal Package ProjectId, Reference, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Submittal Package ProjectId, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Summary by Closed Status ProjectId, SubmittalStatus, OriginatorStatus, ResponseStatus, SubmittalType
Submittal Summary by Closed Status and Company Currently Responsible ProjectId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Company Responsible with Respondents ProjectId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status and Originator ProjectId, SubmittalStatus, OriginatorCompanyId, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Originator with Respondents ProjectId, SubmittalStatus, OriginatorCompanyId, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status and Type ProjectId, SubmittalStatus, SubmittalType, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Type with Respondents ProjectId, SubmittalStatus, SubmittalType, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status with Respondents ProjectId, SubmittalStatus, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo