Viewing Material Log Detail Reports

  1. Tap the  icon in the upper right corner of the app to open the main menu.

  2. The menu opens. Tap the Reports option to continue.

  3. The Reports menu opens. Tap Material Reports to expand and then select Material Log Detail Report.

  4. To run a full Material Log Detail report featuring all projects, all vendors and all dates, tap the Checkmark button to proceed without modifying any of the dropdown menus. To look at a specific project, vendor, or date range, tap on the corresponding drop down menus to filter your report results. Select a report format--either a PDF or CSV file. Note that if a date period is specified, but a project is not, the report will return a date range based upon the enterprise time zone setting.

  5. Tap the Checkmark button to proceed, or the "X" button to cancel.

  6. The Material Log report will open as a separate file. Material log entries will be arranged by project and then by date.

  7. Alternatively, Material Log Detail Reports can also be run from the Material Log. Use the Filter button to set the date range and vendor for the project currently being viewed.

  8. Then tap the Material Log Detail Report button. The report will download to your device as a PDF.