Sharing Report Templates With Subcontractors

Sharing Report Templates With Subcontractors

When creating a report template, you have the option to share access with subcontractors.

To find out how to create report templates in Trade Trak, read our knowledge base article here.

1) Access SWMS Builder

To create a new report template, click on your icon or name in the top right corner from any page on Trade Trak, from the drop-down menu select ‘Report Builder’

Sharing Report Templates 1

2) Template Permissions

When in the ‘Report Builder’ page, click ‘Create’ to build a new template.
One of the first options when building your new template is selecting who the template is available to.

Options:

  • Company
  • Subcontractors
  • Both

This means that you can create custom reports specific for subbies or permanent workers, and create more general reports for both to use.

Sharing Report Templates