This report lists transmittal cover sheets that have been created on document Route Detail tabs.
Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this report.
Filters
- Project – the Project ID. You can look up or type a specific project ID, or use the % mask for multiple projects.
- Doc Type – the document type. You can select a specific Doc type or keep the (all Doc Types) default.
- Sent/Unsent – whether the transmittal cover sheet has been sent (routed). You can select Sent, Unsent or Both.
- Routee – the person receiving the transmittal cover sheet. You can select a specific routee or keep the (all contacts) default.
- Sent – the date range indicating when the transmittal cover sheet was sent. All dates are used until you click on the checkbox, at which point you can select or enter specific start and end dates.
- Created – the date range indicating when the transmittal cover sheet was created. All dates are used until you click on the checkbox, at which point you can select or enter specific start and end dates.
Columns
- Sent – the date on which the transmittal cover sheet was sent.
- Created – the date on which the transmittal cover sheet was created.
- No. – the number assigned to the transmittal cover sheet.
- To Contact – the person for whom the transmittal cover sheet was created.
- To Company – the company for which the transmittal cover sheet was created.
- Doc Type – the Doc type of the document on which the transmittal cover sheet was created.
- Doc No – the Doc number of the document on which the transmittal cover sheet was created.
- Description – the Description of the document on which the transmittal cover sheet was created.
Last updated: October 19, 2016 at 10:13 am;