The Vendor Export Report gives your team a downloadable view of vendor lien waiver activity and vendor exposure across projects. It helps you review unsigned waivers, track waived amounts, compare open A/R against vendor A/P, and spot where vendor-related risk may need closer follow-up.
Use this export to identify which waivers are still outstanding, which signed waivers still need action, and where vendor exposure may be affecting billing, collections, or project visibility.
What this report shows
The Vendor Export Report is a spreadsheet export from the Vendors module. It includes detailed waiver-level data, along with project- and vendor-level summary tabs that help you understand waiver activity and vendor exposure across your jobs.
At a glance, this export helps you see:
all unsigned vendor lien waivers
signed waivers that are ready to submit or need review
waived amounts across returned waivers
project-level waiver activity and return times
vendor-level waiver activity and return times
a side-by-side view of open A/R and vendor A/P
project metrics like open commitments and waiver counts
alerts when A/P data may be outdated
Where to find it
To export the report:
What’s included in the export
The Vendor Export Report includes four tabs:
Unsigned waivers
Unsubmitted signed waivers
By project
By vendor
Unsigned waivers
This tab shows waiver requests that have not yet been completed.
Column | Description |
Project number | The project number tied to the waiver request |
Project name | The project name tied to the waiver request |
Vendor | The vendor tied to the waiver request |
Month | The waiver month |
Waiver type | The type of waiver requested |
Amount | The waiver amount |
Status | The current waiver request status |
Statuses in this tab may include:
Requested
Viewed
Reminded
Needs review
Rejected
Unsubmitted signed waivers
This tab shows signed waivers that have been returned but still need attention before they are fully submitted.
Column | Description |
Project number | The project number tied to the waiver |
Project name | The project name tied to the waiver |
Vendor | The vendor tied to the waiver |
Month | The waiver month |
Waiver type | The type of waiver returned |
Waived amount | The amount covered by the waiver |
Status | The current status of the returned waiver |
Statuses in this tab may include:
Ready to Submit
Needs Review
By project
This tab summarizes vendor waiver activity at the project level.
Column | Description |
Project name | The project name |
Project number | The project number |
Open AR | Open accounts receivable for the project |
Open AP | Open accounts payable for the project |
Conditional waived | Total amount covered by returned conditional waivers |
Unconditional waived | Total amount covered by returned unconditional waivers |
Open commitments | Open commitments tied to the project |
Open waiver requests | Total number of waiver requests still open |
Waivers returned | Total number of waivers returned |
Average return time (days) | Average number of days it takes waivers to be returned for the project |
This tab is especially helpful when you want a clearer view of vendor exposure at the project level. Use it to compare open A/R and open A/P side by side, review waived amounts, and spot projects where vendor-related risk may need follow-up.
If the export shows an alert that A/P data may be outdated, review that project’s ERP data before relying on the vendor exposure totals.
By vendor
This tab summarizes vendor waiver activity at the vendor level.
Column | Description |
Vendor name | The vendor name |
Open AP | Open accounts payable tied to the vendor |
Conditional waived | Total amount covered by returned conditional waivers |
Unconditional waived | Total amount covered by returned unconditional waivers |
Open commitments | Open commitments tied to the vendor |
Open waiver requests | Total number of waiver requests still open for the vendor |
Waivers returned | Total number of waivers returned by the vendor |
Average return time (days) | Average number of days it takes the vendor to return waivers |
This tab helps you understand vendor exposure at the vendor level by combining waiver activity with financial context like open A/P, waived amounts, open commitments, and return times.
If the export shows that A/P data may be outdated, treat those values as needing validation before using them for follow-up or decision-making.
How to use the Vendor Export Report
The Vendor Export Report helps answer questions like:
Which vendor waivers are still outstanding?
Which signed waivers still need to be submitted or reviewed?
Which projects have the most open waiver requests?
Which vendors are the fastest to return waivers?
How does open A/R compare to vendor A/P on a project?
Are outstanding vendor waivers slowing down collections?
Which vendors should we prioritize follow-up with?
Best ways to use this report
Here are a few ways teams can get the most value from the export:
Cross-reference it with A/R Aging
When reviewing open receivables, compare the Vendor Export Report with the A/R Aging report to see whether outstanding vendor waivers may be affecting collections.
Prioritize vendors based on return speed
Use the By vendor tab to identify vendors who return waivers quickly. This can help you make smarter decisions when assigning work in the future or planning vendor follow-up.
Review it weekly
Make it part of your regular workflow to check the report weekly. The By project and By vendor tabs make it easy to spot where the most outstanding waivers are piling up and where follow-up is needed most.
Focus on open requests first
Use the Unsigned waivers tab to quickly find waiver requests that are still open and prioritize vendors that need reminders or follow-up.
Review signed waivers that still need action
Use the Unsubmitted signed waivers tab to catch returned waivers that are ready to submit or need review so they do not get stuck.
Compare open A/R to vendor A/P
Use the By project tab to compare open A/R and vendor A/P side by side. This can help you spot projects where vendor exposure may be outpacing collections visibility or where follow-up may be needed before issues grow.
Watch for outdated A/P data
If the report flags that A/P data may be outdated, validate that project or vendor data before using it for operational decisions. This helps make sure your team is working from the most reliable exposure view possible.
Tips and best practices
Export the report regularly so you have an updated view of open waiver activity.
Use the summary tabs to spot trends, not just individual missing waivers.
Review vendors with high open waiver counts or long return times more closely.
Pair this export with your collections workflow when you are troubleshooting payment delays.
Use the vendor summary to improve both follow-up and future vendor planning.
Related reports
The Vendor Export Report works well alongside other Siteline reports:
A/R Aging report to review what is still outstanding and past due
Overview report to get a high-level snapshot of billing and collections activity
Time to Payment dashboard to understand how quickly billing turns into cash
Billing report to review current billing activity across projects