The Vendor Report allows you to track and manage the activities of your vendors within your construction schedules. This report provides valuable insights into assigned tasks to vendors. It can be customised to include specific vendors, time frames, and report formats, ensuring you have the information you need to maintain effective communication and coordination with your vendors.
Open the Construction Schedules Page
Navigate to the Construction Schedules page to begin generating your Vendor Report.
Locate the File Button
On the toolbar, find the File button and click it to open the report options.
Define Filter Criteria
In the Vendor Report Filters form, set the parameters for your report:
Vendor: Select or specify one or multiple vendors to include in the report.
From … To: Choose the reporting period to cover specific dates.
Worksheet Format: Check this box if you prefer the report to be presented in a worksheet format.
Show Completed Tasks: Check this box to include tasks that have been completed on the report.
Send to Sub-contractors and Suppliers: Sends the report only to vendors and includes the supervisor's contact information.
Send to Supervisors: Sends the same report to supervisors but includes client information.
Preview the Report
Click Preview to generate a preview of the report. A Link to Report form will open. Click the link to view the report in the Jasper Reports system. Once you have reviewed it, close the form.
Deliver the Report
If you wish to send the report to Sub-Contractors and Suppliers, check the corresponding box. This action will activate the Deliver button.
Click Deliver to send the report to the selected recipients. Vendors will only receive a page with the jobs and tasks in which they are assigned as resources.
Note: Start and End dates highlighted in red on the vendor report indicate that the contact is scheduled to be on two different job sites on the same day.
This detailed vendor report is a crucial tool for maintaining efficient and organised construction schedules, helping to ensure that all vendor-related tasks are tracked and managed effectively.