Subcontract Summary by Vendor screen

Use the Subcontract Summary by Vendor screen to create a summary report of subcontract information sorted by vendor. You can print or save this report.

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

Note: To open the Subcontract Summary by Vendor screen, click Vendors > Reports > Subcontracts > Subcontract Summary by Vendor in the All Tasks pane.

You can control the output of the Subcontract Summary by Vendor 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.

  • 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.

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

  • Division - Click to select one or more divisions for the report. If no divisions are selected, all divisions 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 Status - Click to select the project status for the report. Select Both to show both active and inactive projects in the report.

  • Project Classification - Click to select one or more project classifications for the report. If no classifications are selected, all classifications 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.

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

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

  • Subcontract Status - Click to select the subcontract status for the report. Select All to include all subcontract statues in the report.

  • Report - Click to select whether to include only open subcontracts, only completed subcontracts, or both in the report.

  • Include Pending Transactions - Select the checkbox to include both pending and posted transactions in the report. Deselect the checkbox to show only posted transactions in the report.

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