Working with cross-project and compliance Reports

Choose a Global Report when your question spans more than one project.

Best for: Operations, compliance, and portfolio coordination.

• Use All RFIs and All Submittals to compare statuses and due work across projects.
• Use Global Daily Log Reports to review field activity by project, date, company, employee, equipment, delivery, dumpster, inspection, or material.
• Use Email Activity to review system-sent emails by date range, status, sender, and recipients. It requires the separate Email Activity permission.
• Use Contractor Insurance Expiration to review insurance and compliance expiration information from the Global Directory.

Always retain the project column or filter when distributing a cross-project report. Similar record numbers can exist in different projects.

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