Project Document Log Report screen

Use the Project Document Log Report screen to create a report of documents including date, status, due date, and notes by project and document type. Document types available for the report include project documents, contract invoices, time & material invoices, lien notices and releases, purchase orders, subcontracts, subcontract change orders, vendor invoices, change management records, and owner change orders. You can print or save this report.

Note: To open the Project Document Log Report screen, click Projects > Reports > Project Document Log Report in the All Tasks pane.

You can control the output of the Project Document Log Report by entering details in one or more of the following fields on the Options tab:

  • Select Format - If you have modified the format and layout of this report on the Modify Reports screen, click to select the version to use for this report. If you haven't modified the report, this field doesn't appear.

  • Company - Click to select one or more companies for the report. If no companies are selected, all companies appear in the report.

  • Project - Click to select one or more projects for the report. If no projects are selected, all projects appear in the report.

  • Project Manager - Click to select one or more project managers for the report. If no project managers are selected, all project managers appear in the report.

  • Document Type - Click to select one or more document types for the report. If no document types are selected, all document types appear in the report.

  • Include - Click to select which documents to include in the report. Select Active to include only documents with an active state in the report. Select Inactive to include only document with an inactive state in the report. Select Templates to include only document templates in the report. Select All to include all documents in the report.

  • Report From Date - Enter the start date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.

  • Report Through Date - Enter the end date for the report, click to select the date from a Date Picker, or click to enter a Date Formulas. If you want to save the information in the date field when you save the report options, you must use a date formula. This field is required.

  • Owner - Click to select one or more document owners for the report. If no document owners are selected, all document owners appear in the report.

  • Assigned To - Click to select one or more users assigned to review documents for the report. If no users are selected, all users assigned to review documents appear in the report.

    Tip: You can use the Modify Reports screen to customize the format and layout of this report.

For information on running the report, see Run and Print Reports.