Financial Reports
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      Create an All Selections Report

      OBJECTIVE

      To create an All Selections Report in ConstructionOnline.

      THINGS TO CONSIDER

      • Approved, Rejected, and Pending Selections will appear in the All Selections Report

      STEPS TO CREATE AN ALL SELECTIONS REPORT

      A. From the Financial Reports category:

      1. Navigate to the desired Project via the Left Sidebar
      2. Select the Financials tab
      3. Choose the Financial Reports category
      4. Click the Selections tab at the top right of the Financial Reports pane
      5. Hover over the Selection Book & click Create
         
        1. This will open the Create All Selections Report window
      6. Filter the selections by Category, Vendor, and/or Location if you wish
      7. Click Create
        1. The All Selections Report will open in a new tab
      8. You can Share, Save, Download, Edit, or Print the Report from this tab

      B. From the Client Selections category:

      1. Navigate to the desired Project via the Left Sidebar
      2. Select the Financials tab
      3. Choose the Client Selections category
      4. Click the gray 3-Dot Action Menu at the top right of the Selections pane
      5. Select Create All Selections Report from the dropdown menu
         
        1. This will open the Create All Selections Report window
      6. Filter the selections by Category, Vendor, and/or Location if you wish
      7. Click Create
        1. The All Selections Report will open in a new tab
      8. You can Share, Save, Download, Edit, or Print the Report from this tab

      HAVE MORE QUESTIONS?

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