Greenlight Compliance Manager™ > Reports

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
VendorNum	This report will run for the Vault number entered.

COI 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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
RunOption	This report will run by company, job, vendor or Greenlight ID number.
RunOption Value	This report reflects the value selected in the RunOption parameter.
Number Days Warning	This report is based on the expiration threshold entered.
Filter Option	This report will include expiring policies for all, for only all operations, or only for suppliers and subcontractors.
Notified	This report will include all vendors already notified or those vendors who were not notified.
Approved Only	This report will display only approved vendors or not--based on the number entered.
Equal Only	This report will or will not include those businesses whose policies are expiring on an exact interval based on the number entered.

COI Policy Hot List

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

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

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
JobID	This report will run for the job number entered.

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
Number of Days Till Start	This is the number of days before the commitment starts
Notified	This report will include all commitments already notified or those commitments that are not notified.
Exact Start Date Range	This report will include either all commitments or those commitments whose start day is the exact match to the number entered.
RunOption	This report will run by company, job, vendor or Greenlight ID number.
RunOption Value	This report reflects the value selected in the Run Option parameter.

Company Information

This report lists company information.

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

Parameter	Permissible Value
Company ID	This report will run for the company number entered.

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
State	This report will run for the state entered.

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
ExpirationDays	This report is based on the company expiration threshold entered.

Completed Operations

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

Parameter	Permissible Value
Company ID	This report will run for the company number entered.

Compliance Issues Summary

This report lists compliance issues.

Use this report to view a summary of compliance issues for a specific job.

Parameter	Permissible Value
RunOption	This report will run by company, job, vendor or Greenlight ID number.
RunOption Value	This report reflects the value selected in the Run Option parameter.
FilterOption	This report will include compliance issues for all, for only all operations, or only for suppliers and subcontractors.

Continuing Education Expirations

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
ExpirationDays	This report is based on the company expiration threshold entered.

Endorsements Detail

This report lists endorsements details.

Use this report if you need endorsement detail text.

Parameter	Permissible Value
None	n/a

Estimated Completion Operations

This report lists jobs and their estimated completed operations dates.

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

Parameter	Permissible Value
Company ID	This report will run for the company number entered.

Job Status

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
Job ID	This report will run for the job number entered.

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
JobNum	This report will run for the job number entered.

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
JobNum	This report will run for the job number entered.

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.

Parameter	Permissible Value
Job Number	This report will run for the company number entered.
Received Date From	This report will run to include the start date entered.
Received Date To	This report will run to include the end date entered.
Show Portal Waivers Only	This report will include only portal waivers based on the value entered.
ViewerPath	This report will include the viewer path.

Lien Waivers Detail

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.

Parameter	Permissible Value
RunOption	This report will run by company number, job, vendor or Greenlight ID number entered.
RunOption Value	This report reflects the value selected in the Run Option parameter.
Outstanding	This report will include all lien waivers or outstanding lien waivers only , based on the value selected.

New Commitments

This report lists new commitments.

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

Parameter	Permissible Value
Company ID	This report will run for the company number entered.

Outstanding Lien Waivers

This report lists outstanding waivers.

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

Parameter	Permissible Value
RunOption	This report will run by company, job, vendor or Greenlight ID number.
RunOption Value	This report reflects the value selected in the Run Option parameter.

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.

Parameter	Permissible Value
Vendor	This report will run for the vendor entered.
JobID	This report is based for the job number entered.

Preliminary Notice Info

This report lists preliminary notice details.

Use this report to view a list of preliminary notices.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
Job ID	This report will run for the job number entered.

Preliminary Notices 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.

Parameter	Permissible Value
Enter Job ID	This report will run for the job number entered.
Enter End Filed Date	This report will run to include the end filed date entered.

Queued Email 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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
Date	This report includes a specific date format

Vendor Activity

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
JobID	This report will run for the job number entered.
GreenlightID	This report will run for the Greenlight ID number entered.
ShowNotes	This report will include notes if present.

Vendor Certified Payroll Compliance

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.

Parameter	Permissible Value
RunOption	This report will run by company, job, vendor or Greenlight ID number.
RunOption Value	This report reflects the value selected in the Run Option parameter.
Out of Compliance Only	This report will include out of compliance vendors or not--based on the number entered.
ViewerPath	This report will include the viewer path.

Vendor Compliance Commitment Issues

This report lists vendors with compliance commitment issues.

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

Parameter	Permissible Value
RunOption	This report will run for company, job, vendor or Greenlight ID number.
RunOption Value	This report reflects the value selected in the Run Option parameter.
FilterOption	This report will include expiring policies for all, for only all operations, or for only suppliers and subcontractors.

Vendor Compliance Hot List

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
JobID	This report will run for the job number entered.

Vendor Compliance Insurance 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.

Parameter	Permissible Value
RunOption	This report will run by company, job, vendor or Greenlight ID number.
RunOption Value	This report reflects the value selected in the Run Option parameter.
FilterOption	This report will include expiring policies for all, only all operations, or only for suppliers and subcontractors.

Vendor Compliance Issues

This report lists vendors who are out of compliance.

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

Parameter	Permissible Value
RunOption	This report will run for company, job, vendor or Greenlight ID number.
RunOption Value	This report reflects the value selected in the Run Option parameter.
FilterOption	This report will include expiring policies for all, for all operations only or for suppliers and subcontractors only.

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
VendorNum	This report will run for the vendor number entered.

Vendor Level Notes

This report lists all vendor notes.

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

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
VendorID	This report will run for the vendor number entered.

Vendor Licenses Expired

This report lists expired vendor licenses by vendor.

Use this report to view those vendors with expired licenses.

Parameter	Permissible Value
RunOption	This report will run for company, job, vendor or Greenlight ID number.
RunOptionValue	This report reflects the value selected in the Run Option parameter.

Vendor Licenses Expiring

This report lists expiring vendor licenses by vendor.

Use this report to view those vendors with expiring licenses.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
ExpirationDays	This report is based on the company expiration threshold entered.

Vendor Licenses Expiring By Job

This report lists expiring vendor licenses by job.

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

Parameter	Permissible Value
Company ID	This report will run for the company number entered.
ExpirationDays	This report is based on the company expiration threshold entered.

Vendor List

This report lists all vendors.

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

Parameter	Permissible Value
Company ID	This report will run for the company number entered.

Vendor List w/ Contacts

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.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.

Vendor Notification Types

This report lists vendor notification details.

Use this report to review the active vendor notification types.

Parameter	Permissible Value
None	n/a

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.

Parameter	Permissible Value
Greenlight ID	This report will run for the Greenlight ID number entered.

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.

Parameter	Permissible Value
Greenlight ID	This report will run for the Greenlight ID number entered.

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.

Parameter	Permissible Value
Day Cutoff	This report will include the portal lien waivers based on the number of days entered.
Company ID	This report will run for the company number entered.
ViewerPath	This report will include the viewer path.

Vendor Types

This report lists vendor type details.

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

Parameter	Permissible Value
None	n/a

Vendors Awaiting Approval

This report lists those vendors awaiting administrative approval.

Use this report to identify vendors waiting for administrative approval.

Parameter	Permissible Value
Company ID	This report will run for the company number entered.

Report List

Report List