Transmittal Reports

When running any of the reports below, the visibility of Company vs Personal transmittals is subject to the security settings of the user running the report.

Report No.

Title

Description

001

Details - By Transmittal No.

This is a simple register of Transmittals and associated documents .

005

Details - By Recipient (Contact)

This is as per Report 001 but sorted by Recipient.

010

Transmitted - by Document (Not Downloaded only)

Lists recipients of transmittals who have not downloaded the files associated with that transmittal.

015

Transmitted - by Recipient (Not Downloaded only)

This report lists by recipient, documents received by transmittal, but not downloaded.

020

Pending - by Document

Lists pending transmittals by Document, where recipients have received previous revisions of the document by Transmittal, but not the latest revision.

025

Pending - by Recipient (Contact)

For each Recipient lists pending Transmittals containing documents which they haven’t received the latest revision of.

030

Pending - by Company

For each Company, lists pending Transmittals containing documents where at least one user has received a previous but not the latest revision.

035

Recipient Document Register - by Document

Lists the recipients who have received access to each document (by transmittal only. The report shows the current revision and status of the document and the last revision and status sent to each recipient (which if different would be a pending transmittal).

040

Recipient Document Register - by Recipient (Contact)

This report effectively details for each recipient the documents they are on the distribution for (based on distribution by transmittal only) – i.e. the documents which recipients have been issued by transmittal.  The report shows the current revision and status of each document and the last revision and status sent to each recipient (which if different would be a pending transmittal).

045

Recipient Document Register - by Company

This report is as per Report 040 but is generated for each company, regardless of which user in a company has been issued the documents by transmittal.  If document was transmitted to several users in the same company, it will only be listed once for the company on this report.

050

Document Distribution Matrix

This is a cross tabulation report with documents on the Y axis (grouped by Discipline) and companies on the X axis and is used to detail which companies have access via transmittal to which documents.  Access is indicated by showing the last revision sent against the document under each company that has access to the document.

060

Transmittal Review Report – Summary

This is a summary report displaying transmittals from the Drafts register for which the review is either pending or in progress.  It shows the previous and current reviewer only.

065

Transmittal Review Report – Details

This report is as per report 060 but shows details regarding all reviewers (when there is more than one) of each Transmittal.

100

Inbox – Summary

A simple register of Incoming Transmittals without details of the documents on the transmittals.

105

Sent Items - Summary

A simple register of Sent Transmittals without details of the documents on the transmittals.  Note that cancelled transmittals are excluded from this report by default.

110

Inbox – Details

A simple register of Incoming Transmittals with details of the documents on the transmittals.

120

Linked Transmittal Inbox Response Summary – By Transmittal

Lists incoming transmittals and the reference number of any outgoing transmittals manually linked as a response

125

Linked – Items

Lists and provides associated details for all outgoing transmittals that have links.