Run Report for Submittals
To run a report for a Submittals, user must have view permission enabled.
To Run Report in the Submittals List View:
Select the Submittals folder where the report will be generated.
In the data table action menu, click the Run Report button.
An Excel workbook will be generated containing the folder’s Submittals and their corresponding values. A success message will appear in the top-right corner with the following text:
“[Current Date] [Project Name]_[Folder Name]_Submittals_Detail_Report.xlsx downloaded successfully“.