Reports

Open Items by Supplier

Report details all open items, sorted by supplier, across communities. Filter by all jobs, or only those job within a community. The report groups by supplier in alphabetic order. Within each supplier group, the information is sorted by community in alphabetical order. Within each superintendent group, the information is sorted by job in alphabetic order. All the columns are sortable, except Notes.

This report only shows information if your company is using the PunchList tool.

 

Where does that come from?

Below is a list of information in the Open Items by Supplier report and where the information comes from.

Report Filters

Community - Defaults to 'All.'  Filter by all communities or one community. Only display active communities where user is assigned at least one job.

Job - Defaults to 'All.'  Filter by all jobs or one job. Only display jobs within the community or communities selected.  Only display active jobs where user is assigned.  

Trade Partner - Defaults to 'All.'  Filter by all trades or one trade. Only display trades within the job or jobs selected.

Report Columns

Job - Name of the job that contains the defect.

Location - Room or location where the defect is located (e.g., Kitchen, Living Room, etc.); values generated from K.B.

Description - Description of the defect type of defect (e.g., Nail Pop, Scratch, Hole); values generated from K.B.

Position - Position or defect number. exact positioning of defect within a room (e.g., Front Wall, Floor, Ceiling, 385); values generated from K.B.

Priority - Type of defect (Standard, Structural, or Critical).

Responsible Trade - Supplier who caused the defect.

Assigned Trade - Supplier assigned to repair/resolve the defect.

Inspected Date - Date the defect was entered.

Due Date - Date the resolution of the defect is due.

Days Late - Number of calendar days between current date and due date (Current Date - Due Date = Days Late). If the current date is past the defect's scheduled due date then the defect is considered late. If the defect is not late, the column is blank.

Notes - Notes entered about the defect and attached it to the task.