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Procore (en-CA)

Download an Open Submittals Report

Objective

To download a Company Level Open Submittals Report.

Background

The Company Level Open Submittals Reports is a CSV download that lists all of the submittals in the 'Open' status across all of your company's Procore projects. 

Things to Consider

  • Required User Permission
    • 'Read-Only' or higher on the company's Reports tool.
  • Prerequisite:
    • A user with 'Admin' level permission or higher on the Company level Reports tool must submit a request to enable this report to your Procore point of contact or to support@procore.com.
  • Additional Information:

Steps

  1. Navigate to the company's Reports tool.
  2. Click Open Submittals Report
    The system downloads a CSV file listing all of the submittals in the 'Open' status across all of your company's projects. The report includes:
    • Status. Shows that the submittal is in the 'Open' status.

See Also