<< Click to Display Table of Contents >> You are here:  Greenlight Compliance Manager™ > Reports > Report List

 

The following reports are specific to Greenlight Compliance Manager™:

 

All Ops Vendor Insurance Detail

 

This report lists all vendors and their insurance details

Use this report to view all vendors and their detailed insurance information.

 

 

 

Awaiting Approval

 

This report lists those vendors awaiting administrative approval.

Use this report to identify vendors waiting for administrative approval.

 

 

 

Commitments - Missing Insurance

 

This report lists commitments with missing insurance.

Use this report to identify vendors still missing required insurance with commitments starting within the next 15 days.

 

 

 

Company Detail

 

This report lists company details.

Use this report to review contact information and assigned insurance templates as well as additional pertinent details.

 

 

 

Company Licenses by State

 

This report lists company licenses sorted by state.

Use this report to view, by state, license types, legal entities, license numbers and expiration dates. This report also includes continuing education details.

 

 

 

Company Licenses Expired

 

This report lists company licenses that have expired.

Use this report to identify those companies whose licenses and/or required continuing education have expired.

 

 

 

Company Licenses Expiring

 

This report lists company licenses that are expiring.

Use this report to identify those companies whose licenses and/or required continuing education will expire within a specified number of days.

 

 

 

Completed Operations Report

 

This report lists all projects that have completed operations.

Use this report to determine those projects that have a status of Completed Operations, what their start dates

 

 

 

Compliance Hot List Report

 

This report lists all non-compliant vendors with expired insurance.

Use this report to identify vendors with canceled or expired certificates of insurance or those that do not have the required certificates of insurance on file.

 

 

 

Continuing Education Expiration

 

This report lists individuals whose continued education is expiring.

Use this report to identify individuals whose continuing education will expire within a specified number of days.

 

 

 

Detail Lien Waiver

 

This report lists vendor and job lien waiver details.

Use this report to view details, by job and then by vendor, of lien waiver information including payment dates, amounts and check numbers.

 

 

 

Document Types Detail

 

This report lists document types details.

Use this report to view a list of Document Types, the folder where each type is stored and whether or not each type is active.

 

 

 

Email Queued List

 

This report lists emails in the queue waiting to be sent.

Use this report to view, by vendor, emails that are queued to be sent.

 

 

 

Endorsements Detail

 

This report lists endorsements details.

Use this report if you need endorsement detail text.

 

 

 

Estimated Completion Operations Report

 

This report lists jobs and their estimated completed operations dates.

Use this report to review the estimated completion date for current active jobs.

 

 

 

Expiring Policies

 

This report lists the jobs and vendors with expiring policies.

Use this report to identify companies with certificates of insurance scheduled to expire within a specified number of days.

 

 

 

Hot List Summarized

 

This report consists of a summary of all non-compliant vendors with expired insurance.

Use this report to view a list of companies that are non-compliant.

 

 

 

Job Status Report

 

This report lists jobs and their associated statuses.

Use this report to view the job status of every job, the job locations, if they are in compliance and their estimated completion dates.

 

 

 

Job Vendor Insurance Detail

 

This report lists vendors and their insurance details.

Use this report to view the vendors, per job, and their insurance tracking information.
Note: This insurance tracking information also displays on the Vendor level screen, Insurance tab. Click here.

 

 

 

Job Vendors

 

This report lists vendors per job.

Use this report to view a list of vendors, per job, their vendor types, how they wish to be notified and status. It identifies each vendor contact and includes that individual's phone number.

 

 

 

Lien Waiver Review

 

This report lists lien waivers for a specific date range per job.

Use this report to view lien waiver details specific to an attached lien waiver document.

 

 

 

New Commitments

 

This report lists new commitments.

Use this report to view vendors and their associated commitment dates and types.

 

 

 

Outstanding Waivers

 

This report lists outstanding waivers.

Use this report to view outstanding lien waivers for a specific job.

 

 

 

Outstanding Waivers By Vendor and Tiers

 

This report lists outstanding waivers by vendor and tiers.

Use this report to view outstanding lien waivers for a specific job, by vendor.

 

 

 

Portal Lien Waiver Upload List

 

This report lists portal lien waivers based on a specific cutoff date.

Use this report to view vendor portal lien waivers that have been uploaded.

 

 

 

Preliminary Notice Filed

 

This report lists jobs and preliminary notices filed by a specific date range.

Use this report to view the dates that preliminary notices were filed and when those notices were effective along with their amounts.

 

 

 

Preliminary Notice Info

 

This report lists preliminary notice details.

Use this report to view a list of preliminary notices.

 

 

 

Sent Email List

 

This report lists emails sent by a specific date.

Use this report to view a list of emails sent by a specific date.

 

 

 

Summarized Compliance Issues

 

This report lists a summary of compliance issues by job or vendor.

Use this report to review a list of the job or vendor compliance issues.

 

 

 

Vendor Activity Report

 

This report lists vendor activity by job.

Use this report to view vendor activities such as changes made to their insurance information or emails sent.

 

 

 

Vendor Compliance Certified Payroll

 

This report lists vendor compliance regarding certified payrolls.

Use this report to view a vendor's certified payroll compliance.
Note: The information reflected in this report that displays on the Vendor level, Certified Payroll tab. Click here.

 

 

 

Vendor Contractors License Expiring By Vendor

 

This report lists expiring vendor contractors' licenses by a specific date.

Use this report to view those vendor licenses expiring within a specified number of days.

 

 

 

Vendor Job List

 

This report lists vendors per job.

Use this report to view all vendors and their subs or tiers where they are listed as Parent Vendors, with the jobs on which they are working.

 

 

 

Vendor Licenses Expired By Vendor

 

This report lists expired vendor licenses by vendor.

Use this report to view those vendors with expired licenses.

 

 

 

Vendor Licenses Expired By Job

 

This report lists expired vendor licenses by job.

Use this report to view vendors whose licenses or continuing education requirements will expire within a specified number of days.

 

 

 

Vendor List Report

 

This report lists all vendors.

Use this report to view a list of your company's vendors, including their address and phone numbers.

 

 

 

Vendor List With Contacts Report

 

This report lists vendors and their contacts.

Use this report to view a list of your company's vendors, their addresses and phone numbers, emails, their contacts and those individuals' email addresses.

 

 

 

Vendor Notes

 

This report lists all vendor notes.

Use this report to review all vendor notes and the dates those notes were entered.

 

 

 

Vendor Notification Types Detail

 

This report lists vendor notification details.

Use this report to review the active vendor notification types.

 

 

 

Vendor Out of Compliance

 

This report lists vendors who are out of compliance.

Use this report to review a list of vendor compliance issues.

 

 

 

Vendor Out Of Compliance COI Example All Ops

 

This report lists all ops vendors with COI out of compliance.

Use this report to view a list of All Ops vendors that are out of compliance with their Certificates of Insurance.

 

 

 

Vendor Out of Compliance COI Example Job Specific

 

This report lists all vendor with COI out of compliance per job.

Use this report to view a list of all vendors that are out of compliance with their Certificates of Insurance.
Note: This report is per job.

 

 

 

Vendor Out of Compliance Commitments

 

This report lists vendors with out of compliance commitments.

Use this report to view a list of all vendors for your company that have out of compliance commitments.

 

 

 

Vendor Out of Compliance Insurance

 

This report lists vendors with insurance that is out of compliance.

Use this report to view a list of all vendors for your company that are out of compliance with their insurance.

 

 

 

Vendor Types Detail

 

This report lists vendor type details.

Use this report to view a list of available vendor types.