Step 1: Login to Closeout
Step 2: You should be dropped into your Projects tab view. Click on “Projects” on the left-hand navigation to access your dashboard.
Step 3: Click on the desired project name to enter the correct project.
Step 4: Once you are in the desired project, click on the "Reports" icon in the left-hand navigation to access the reports for your project.
Step 5: You have multiple reports that you can download. Click on the desired report to display that report.
Step 6: You have the option within the reports to include all or some of the information you’d like to view. You will want to use the “Search Text” button to search for certain key words or the filter bars underneath some of the columns in order to filter for only certain subcontractors, items, etc. You can also choose to select some or all of the records by clicking the check boxes to the left.
Step 7: Once you have made your filtering, searching, and selection decisions, choose "Export" and export the report into an excel, a csv, or a pdf report. If you make no filtering choices all of the available data will be downloaded.
Step 8: You will then be able to access and share these downloaded reports outside of Closeout.