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Withheld Items Report

View all withheld items in a project or group, and when they were released.

Updated over a year ago

If items have been withheld during the life of a project or group, there may be a need to view a report of those items, including dates they were released. This information can be found in the Reports tab of a project or group.

Navigate to the Withheld Items Report:

  1. Open the project or group you would like to report on.

  2. Select the Reports menu item.

  3. At the bottom of the reports screen is the Withheld Items Report.

    1. Click the Preview button to see the report on-screen.

    2. Click the Export CSV button to download a spreadsheet of the report that can be open in programs like Excel.

    3. Click the Export PDF button to download a PDF version of the report (similar to what the Preview of the report looks like.).

The report shows:

  • Each item that was ever withheld on an inspection.

  • The inspection date(s) the item was withheld.

  • The date(s) the item was released on an Pay Request.

  • The line item and total values of each item.

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