Data views and standard log reports for submittals

Access the reports

  1. Go to Reports.

  2. In the Report Category dropdown, for projects select Project Specific Reports and for leads select Lead Specific Reports.

  3. Select Submittals in the Report Sub-Category dropdown.

  4. For project reports, select either Single Project Reports or Multi-Project Reports and select one or more relevant projects.

  5. Select the appropriate report in the Standard Reports section.

Alternatively, you can access the reports using one of the following options on the Project or Lead Home page:

  • Select Submittals in the Correspondence section and select Reports on the Submittals page.
  • Select Correspondence Overview in the Correspondence section and select the reports icon () in the Submittals row of the Stats section.

Primary data views

  • vw_LeadInfo
  • vw_LeadInfoSimple
  • vw_ProjectInfo
  • vw_ProjectInfoSimple
  • vw_SubmittalInfo
  • vw_SubmittalItems
  • vw_SubmittalRespondents

Optional data views

  • vw_CompanyInfo
  • vw_CompanyInfoSimple
  • vw_ContactInfo
  • vw_PrimeContractInfo
  • vw_PrimeContractInfoSimple

Single lead standard log reports for submittals

Report Name Filter Parameters
Submittal Items by Approval Status and Submittal Package ProjectLeadId, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Company Currently Responsible and Submittal Package ProjectLeadId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ItemStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Originator and Submittal Package ProjectLeadId, SubmittalStatus, OriginatorStatus, OriginatorCompanyId, ItemStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Reference and Submittal Package ProjectLeadId, Reference, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Submittal Package ProjectLeadId, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Summary by Closed Status ProjectLeadId, SubmittalStatus, OriginatorStatus, ResponseStatus, SubmittalType
Submittal Summary by Closed Status and Company Currently Responsible ProjectLeadId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Company Responsible with Respondents ProjectLeadId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status and Originator ProjectLeadId, SubmittalStatus, OriginatorCompanyId, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Originator with Respondents ProjectLeadId, SubmittalStatus, OriginatorCompanyId, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status and Type ProjectLeadId, SubmittalStatus, SubmittalType, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Type with Respondents ProjectLeadId, SubmittalStatus, SubmittalType, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status with Respondents ProjectLeadId, SubmittalStatus, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo

Multi-project standard log reports for submittals

Report Name Filter Parameters
Cross Project - Submittal Items by Approval Status and Submittal Package ProjectIds, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, IncludeDescription, OrigReceivedDateFrom, OrigReceivedDateTo, OrigRespSentFrom, OrigRespSentTo
Cross Project - Submittal Items by Company Currently Responsible and Submittal Package ProjectIds, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ItemStatus, OrigDueDateFrom, OrigDueDateTo, IncludeDescription, OrigReceivedDateFrom, OrigReceivedDateTo, OrigRespSentFrom, OrigRespSentTo
Cross Project - Submittal Items by Originator and Submittal Package ProjectIds, SubmittalStatus, OriginatorStatus, OriginatorCompanyId, ItemStatus, OrigDueDateFrom, OrigDueDateTo, IncludeDescription, OrigReceivedDateFrom, OrigReceivedDateTo, OrigRespSentFrom, OrigRespSentTo
Cross Project - Submittal Items by Submittal Package ProjectIds, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, IncludeDescription, OrigReceivedDateFrom, OrigReceivedDateTo, OrigRespSentFrom, OrigRespSentTo
Cross Project - Submittal Summary by Closed Status ProjectIds, SubmittalStatus, OriginatorStatus, ResponseStatus, SubmittalType
Cross Project - Submittal Summary by Closed Status and Company Currently Responsible ProjectIds, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ResponseStatus
Cross Project - Submittal Summary by Closed Status and Company Responsible with Respondents ProjectIds, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, IncludeDescription, RespondedDateFrom, RespondedDateTo
Cross Project - Submittal Summary by Closed Status and Originator ProjectIds, SubmittalStatus, OriginatorCompanyId, OriginatorStatus, ResponseStatus
Cross Project - Submittal Summary by Closed Status and Originator with Respondents ProjectIds, SubmittalStatus, OriginatorCompanyId, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, IncludeDescription, RespondedDateFrom, RespondedDateTo
Cross Project - Submittal Summary by Closed Status and Type ProjectIds, SubmittalStatus, SubmittalType, OriginatorStatus, ResponseStatus
Cross Project - Submittal Summary by Closed Status and Type with Respondents ProjectIds, SubmittalStatus, SubmittalType, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, IncludeDescription, RespondedDateFrom, RespondedDateTo
Cross Project - Submittal Summary by Closed Status with Respondents ProjectIds, SubmittalStatus, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, IncludeDescription, RespondedDateFrom, RespondedDateTo

Single project standard log reports for submittals

Report Name Filter Parameters
Submittal Items by Approval Status and Submittal Package ProjectId, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Company Currently Responsible and Submittal Package ProjectId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ItemStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Originator and Submittal Package ProjectId, SubmittalStatus, OriginatorStatus, OriginatorCompanyId, ItemStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Reference and Submittal Package ProjectId, Reference, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Items by Submittal Package ProjectId, SubmittalStatus, ItemStatus, OriginatorStatus, OrigDueDateFrom, OrigDueDateTo, OrigReceivedDateFrom, OrigReceivedDateTo
Submittal Summary by Closed Status ProjectId, SubmittalStatus, OriginatorStatus, ResponseStatus, SubmittalType
Submittal Summary by Closed Status and Company Currently Responsible ProjectId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Company Responsible with Respondents ProjectId, SubmittalStatus, CurrentlyResponsibleId, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status and Originator ProjectId, SubmittalStatus, OriginatorCompanyId, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Originator with Respondents ProjectId, SubmittalStatus, OriginatorCompanyId, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status and Type ProjectId, SubmittalStatus, SubmittalType, OriginatorStatus, ResponseStatus
Submittal Summary by Closed Status and Type with Respondents ProjectId, SubmittalStatus, SubmittalType, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo
Submittal Summary by Closed Status with Respondents ProjectId, SubmittalStatus, OriginatorStatus, ResponseStatus, DueDateFrom, DueDateTo, RespondedDateFrom, RespondedDateTo

Posted October 29, 2025 © 2025 The Sage Group plc or its affiliates ("Sage") or its licensors. All trademarks mentioned are the property of their respective owners. Use of non-Sage trademarks is not an endorsement of any person or product.