To Generate and Export a Submittal Response Report To Generate and Export a Submittal Response Report (portal)

  1. Go to the Incoming tab.
  2. Open a submittal that has one or more responses.
  3. Generate the response report by clicking menu next to the Download content button and select Response report.

    The Response report page opens, showing a list of documents in the submittal and their review status. You can filter the list to:

    • show all documents in the submittal
    • only show documents assigned by you
    • only show documents assigned to you
  4. Click Export.
  5. When prompted, save the XLSX report to a local folder.

The name of the XLSX file is “Response report - <submittal ID>”. For example, “Response report - PRJ-5595-SM-0000001.xlsx”.