Export a Submittal Summary report

The Submittal Summary report provides an outline of selected submittals in your project's Submittal Register including general information, contact responses and status in either excel or pdf format.

To create a Submittal Summary Report, follow the steps below.

Step 1:  Go to the Submittals register

Navigate to your Management module and click on the Submittals tool to access your project's Submittal register.

Step 2:  Select Submittals

First hover over a submittal and click the checkbox on the left hand side to show the bottom toolbar.

You can then click the checkboxes of each submittal you would like to include in your report (or click the checkbox on the left-hand side of the bottom toolbar to select all submittals at once).

Step 3:  Click "SUMMARY" and select format

Click the "SUMMARY" button located in the bottom toolbar, then select either the "PDF" or "EXCEL" option.

Step 4:  Include/exclude previous versions

It possible to have multiple versions of one particular submittal.

If you would like to only include the most current versions of each selected submittal in your report, select the top option.

If you would like to include the most current version and all previous versions of each selected submittal in your report, select the bottom option.

Step 5:  Export 

Click the "EXPORT" button to export your report.