The Company Reports module will help you locate and report on all your company's Forms, Projects, Purchase Orders, RFIs, Change Orders, Punchlist, and Submittals.

The All Forms tab in Company Reports will show all your Company's Site, Safety, Equipment, and Company forms that have been submitted across all projects.

Using the Filter option on this tab, you will be able to filter through all your company's forms by form Type, Date, Project, User, etc.

Click on the Filters icon to view filter options. Here you will also find an Advanced Filters section that will reveal when clicked on. You will see the option to filter by label and modified dates.

When Filters are entered, click Apply to see your filtered list of forms.

Click on the Actions button to find the option to Export, Lock, and Unlock selected forms.

Company Level Forms is where you will find all these forms that have been submitted. Here you will see the list of all your different company forms. By clicking on one of these forms, you will find all forms submitted for this type.

Use the Filters option to narrow your view. Filter by date and or the user who created the form:

Click on the Actions button to find the option to Export, Lock, and Unlock selected forms. PDF Exports will be delivered to your email inbox.

Utilizing company reporting is helpful for filtering and reviewing particular reports pertaining to project summaries, purchase orders, RFIs (Request for Information), change orders, punch lists, and submittals.

To accomplish this, you can choose the fields you wish to include in the report and specify particular values or ranges, such as dates or assigned users.

After applying filters to your company reports, you have the option to export the filtered list and have it sent to your email as a PDF. You will receive an email containing the requested information along with an attached PDF file.