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Submittal Log Report Extract

Learn how to generate a comprehensive, structured Excel extract of all submittals, files, and revision history for your project.

The Submittal Log Report Extract tool allows you to automatically create a high-value, multi-tab Excel workbook containing all your submittals’ infomation in a structured way at a project level.

1 - Prerequisites

To access this feature on a specific project, you must have Admin permissions on the Submittals tool in Procore for that project. Without these rights, the extraction button will not be visible.

2 - Running the Extract

This feature does not require any choice:

  1. Navigate to the Submittal tool within Construction Admin Helper.
  2. Click the button: Extract list of submittals & files.
  3. The app will collect live data from Procore and generate the file for download in a few seconds. There are no user configurations required for the standard extract.

The extract is relatively long if you have a lot of submittals. We recommend to use if below 5,000 submittals maximum (test limit).

3 - Understanding the Excel File

The resulting Excel file does not require the app to function and contains three distinct tabs:

Tab 1: SUBMITTALS

A master list of all submittals and their metadata.

  • Calculated Fields: Includes smart columns like Revision Details, which combines the submittal status and submission status for better clarity.
  • Direct Access: Every row includes a direct URL link to open that specific submittal in Procore.

Tab 2: FILES

A detailed inventory of every file attached to your submittals.

  • Source Tracking: Identifies where the file originated (e.g., General Attachment, Submitter step, or Reviewer/Approver step).
  • Direct Download: Includes a direct download link for each file.

    Note: If FAS v5 is active in your Procore instance, the user must have an active Procore session/access to download documents via these links.

Tab 3: MDR (Master Document Register)

A chronological view of submittal history grouped by number.

  • Revision Tracking: Lists every revision for each submittal in a timeline format.
  • Status History: Shows submission dates, distribution dates, and the specific status of each revision.
  • Progress Overview: This is the best view for assessing the global ^rpgress of your submittals on a project.

4 - Customization and Specific Fields

We can customize this extract to include Custom Fields or specific columns unique to your company or a specific project.

How to request a custom template:

  1. Contact support@constructionadminhelper.com.
  2. Provide a list of required columns based on a sample export.
  3. Required Technical Details: For each field, specify the name exactly as it appears in the Procore Fieldset and indicate if it is a “Native” or “Custom” field.
  4. Our team will coordinate with you to test and deploy the custom configuration to your Procore instance or specific project.