Dynamic reports allow subcontractor data to be downloaded including the Subcontractor Details & Uploads Report
How to get there: You must be an admin of GoContractor. On the left had menu navigate to 'Dynamic Reports'.
Subcontractor Details & Uploads Report
Once in the Dynamic Reports area, select the 'Subcontractor Details & Uploads' report from the drop down. Request a download of the report. When the request has been completed, download the report.
The Subcontractor Details & Uploads dynamic reports allows admins see subcontractor information in one downloaded report. Rather than filtering by subcontractor and viewing information on individual subcontractor profiles, the admin has a snapshot of the information in one handy download.
This information includes:
- Subcontractor name
- Requirement Titles
- Requirement uploads
- Requirement expiry dates
- Answers to requirement questions
To run this report, please go to:
- Log-in to app.gocontractor.com
- Click 'Reports' on the left side menu options
- Click 'Dynamic Report'
- Click the blue '+ Report' button
- You will be navigated to a page to select which pre-define report to create.
- Select Subcontractor Details and Uploads.
- Then click 'Create'.
- You will be notified via email once the report is ready.
- You can also refresh the report to see if the report is ready without checking your email.
Note: Depending on the size of the project and user-related data. Some reports can take up to 30 minutes to process. You must have access to a program that supports excel file format .xlsx. If you have not received the notification of a report ready for download, please check the list of reports available for download in the 'Dynamic Reports' screen. All reports are available for 24 hours.
For more information please reach out to support@gocontractor.com