Data views and standard log reports for transmittals
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Go to Reports.
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In the Report Category dropdown, for projects select Project Specific Reports and for leads select Lead Specific Reports.
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Select Transmittals from the Report Sub-Category dropdown.
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For projects, select Single Project Reports and select the Project from the dropdown.
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For leads, select the Lead from the dropdown
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Select the appropriate report in the Standard Reports tab.
Alternatively, you can access the reports using one of the following options on the Project or Lead Home page:
- Select Transmittals in the Correspondence section and select Reports on the Transmittals page.
- Select Correspondence Overview in the Correspondence section and select the reports icon (
) in the Transmittals row of the Stats section.
Primary data views
- vw_LeadInfo
- vw_LeadInfoSimple
- vw_ProjectInfo
- vw_ProjectInfoSimple
- vw_JournalInfo
- vw_JournalRespondents
Optional data views
- vw_CompanyInfo
- vw_CompanyInfoSimple
- vw_ContactInfo
- vw_PrimeContractInfo
- vw_PrimeContractInfoSimple
Single lead standard log reports for transmittals
| Report name | Filter parameters |
|---|---|
| Transmittal Items Grouped by Sender and Transmittal | ProjectLeadId, TransmittalSender, TransmittalType, ToCompanyId, IssueDateFrom, IssueDateTo |
| Transmittal Items Grouped by To Recipient and Transmittal | ProjectLeadId, ToCompanyId, TransmittalType, TransmittalSender, IssueDateFrom, IssueDateTo |
| Transmittal Items Grouped by Type and Transmittal | ProjectLeadId, TransmittalType, ToCompanyId, TransmittalSender, IssueDateFrom, IssueDateTo |
| Transmittals Grouped by Sender | ProjectLeadId, TransmittalSender, TransmittalType, ToCompanyId, IssueDateFrom, IssueDateTo |
| Transmittals Grouped by To Recipient | ProjectLeadId, ToCompanyId, TransmittalType, TransmittalSender, IssueDateFrom, IssueDateTo |
| Transmittals Grouped by Type | ProjectLeadId, TransmittalType, ToCompanyId, TransmittalSender, IssueDateFrom, IssueDateTo |
Single project standard log reports for transmittals
| Report name | Filter parameters |
|---|---|
| Transmittal Items Grouped by Sender and Transmittal | ProjectId, TransmittalSender, TransmittalType, ToCompanyId, IssueDateFrom, IssueDateTo |
| Transmittal Items Grouped by To Recipient and Transmittal | ProjectId, ToCompanyId, TransmittalType, TransmittalSender, IssueDateFrom, IssueDateTo |
| Transmittal Items Grouped by Type and Transmittal | ProjectId, TransmittalType, ToCompanyId, TransmittalSender, IssueDateFrom, IssueDateTo |
| Transmittals Grouped by Sender | ProjectId, TransmittalSender, TransmittalType, ToCompanyId, IssueDateFrom, IssueDateTo |
| Transmittals Grouped by To Recipient | ProjectId, ToCompanyId, TransmittalType, TransmittalSender, IssueDateFrom, IssueDateTo |
| Transmittals Grouped by Type | ProjectId, TransmittalType, ToCompanyId, TransmittalSender, IssueDateFrom, IssueDateTo |