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 |
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