1. Go to Reports> Custom Reports (the Reports icon is in the lower left menu).

2. Click "Create Report".

3. Pick the columns you want to use from the right and move them into your report on the left, in the order that you want the columns.

4. Name your report.

5. By default, it will show only the Primary Contact, but you can edit to All Contacts within a company. You can also use the "Match All" or "Match Any" logic. For example: "Match Any" would show any Company that meets any of the filters you create. "Match All" restricts the data to only those companies that match all your filter criteria.

6. Select the Filters to query your database of subcontractors by any of their data fields. For example, to create a report of all subcontractors with insurance expiring within the next 30 days:

   a. Select your Insurance Expiration field(s) in the pull-down under Filters: Add

   b. Select the time frame “is on or before”

   c. Click the date field and select a date 30 days from today.

   d. Click the box for “Store as relative to current date”.

   e. Click “Add Filter”. f. If you have multiple expiration dates, add those filters as well.

NOTE: Make sure you use the Filters are set to “Match Any” instead of “Match All”, otherwise the results will show only those with ALL dates expiring instead of ANY date.

7. Click Save and Preview.

8. If you are ready to send a Prequal form to the list, Click “Send Prequal Form”.

   a. Select the form you want to send.

   b. Click “Edit Email” to describe what the form is for (Change from the default “We are updating our database…” verbiage to something more relative to the form you are sending).

   c. Click the green “Send” button lower right.