What is the Prequalification Activity Report in Billy?
The Prequalification Activity Report gives you a single table view of every prequalification form submitted by your vendors in Billy. Instead of checking vendor records one by one, you can see all prequalification activity in one place, track how long submissions have been waiting for review, and jump straight to any vendor record when action is needed. It is a helpful tool for keeping your subcontractor prequalification process moving and making sure no submission slips through the cracks.
What the report shows
Each row in the report represents a submitted prequalification form and includes the following columns:
Vendor Name and Trade, so you know exactly which vendor and scope of work the submission belongs to.
Submitted By and Submitted Date, showing who completed the form and when it arrived.
Days Waiting, which counts the number of days from the submission date until the form is reviewed. If the form has not been reviewed yet, the count keeps increasing automatically, making it easy to spot submissions that need attention.
Reviewed By and Review Date, so you can see who completed the review and when.
Vendor Created Date, showing when the vendor was added to Billy.
Prequalification Status, reflecting where the vendor stands in your prequalification process.
Requirement Group, showing which set of compliance requirements applies to the vendor.
Synced to Procore, a simple Yes or No that tells you whether the vendor is synced with your Procore account.
Company Level Compliance Status, showing the vendor's overall compliance standing across your company.
Prequalification Notes, so any notes recorded during review are visible right in the report.
Action, a link that opens the vendor record directly, so you can review, approve, or follow up without searching for the vendor.
Sorting the report
Every column in the Prequalification Activity Report can be sorted. Click any column header to sort by that field. For example, sort by Days Waiting to bring the oldest unreviewed submissions to the top, or sort by Trade to group vendors by scope of work.
Exporting to Excel
The full report can be exported to Excel. This makes it easy to share prequalification activity with teammates, include it in internal reporting, or analyze the data further outside of Billy.
Frequently asked questions
How is Days Waiting calculated?
Days Waiting starts counting from the date the prequalification form was submitted. Once the form is reviewed, the count stops at the review date. If the form is still waiting for review, the number continues to grow each day so you always see an up to date picture.
Can I get to a vendor record from the report?
Yes. The Action column links directly to the vendor record, so you can move from the report to the vendor in one click.
Does the report include every submission?
Yes. All submitted prequalification forms appear in the report, whether they are waiting for review or already reviewed.
Have questions about the Prequalification Activity Report or vendor prequalification in Billy? Reach out to our support team through chat and we will be happy to help.