Open Permits Report
Filtered Data
This report is filtered based on your division settings:
- Work Type: Full Project, Non-Billable
Track permit status across all projects to ensure compliance and avoid delays.
Accessing the Report
Reports > General > Open Permits
Report Columns
| Column | Description |
|---|---|
| PID | Project ID (links to project permits page) |
| Client | Client name |
| Project Title | Associated project title |
| Permit Number | Permit reference number |
| Permit Type | Type of permit (e.g., Building) |
| Permit Status | Current permit status |
| Permit Team | Members of the permit's Team |
| Pred. Start Date | Predicted production start date |
| Designer | Design leader for the project |
| Project Manager | Assigned project manager |
| Actual Close Date | Project close date |
| Applied Date | When permit was submitted |
| Pred. Received Date | Expected permit receive date |
| Received Date | Actual permit receive date |
| Municipality | Issuing authority |
| Notes | Click to view or add notes for the permit |
Available Filters
| Filter | Description |
|---|---|
| Status | Filter by permit status |
| Municipality | Issuing authority (partial text match) |
| Applied Date | Date range for when permits were submitted |
| Pred. Received Date | Expected receive date range |
| Received Date | Date range for when permits were received |
| Project Manager | Filter by assigned project manager |
| Design Leader | Filter by design leader |
| Permit Team | Filter by a member of the permit's Team |
| Sale Stage | Won + Open (default), Won, Open, or All |
| Open Permits Only | Show only permits with open status (on by default) |
Sorting
Click any column header to sort the report by that column. Click again to reverse the sort direction. The report defaults to sorting by Pred. Received Date.
Notes
Each permit row has a Notes icon on the right side. Click it to open a side panel where you can view and add notes for that permit. Permits that already have notes show a green icon.
Exporting
Click Export CSV to download the current report data as a CSV file. The export respects your active filters, so only the permits currently displayed are included.
Related Reports
- Active Jobs — Project status
- Project Locations — Geographic view
- Cycle Time — Permit stage duration