Daily Reports makes it easy to record attributes and activities of your project. Lets navigate to the overview page.
When using the Daily Reports tool, you'll be working in a project based format. Once you select the project ( or create it ) You'll be taken to the Project Summary page where you can preview the latest Daily report and either go directly to it or view the past week's daily reports by selecting Daily Reports.
If you click the Daily Report option, you'll see a preview of various reports which will display how many notes are attached and hours attributes to each report. Additionally, you can view a range of Daily Reports from the past by selecting the calendar and setting a date range.
Once you select a date, or if you clicked the Go To Latest button on the project summary page, you'll be taken to the Overview page.
Here you'll see the project information with the address , mancount, recent notes, and recently uploaded photos. These fields are populated as they are added into the Daily Report. In addition, you'll be able to see the weather as long as the project has a valid address.
Clicking the calendar will allow you to select the date for your reports. This allows you to view any past reports at your leisure.
Copy Previous allows you to copy the same entry from a previous day and append it to the current one.
Exporting the Daily Report will give you a pdf with all the details including any photos associated with that day.
Email Daily Report does exactly what it says and emails a Daily Report to any recipients selected. You can also add any other email addresses that may not be seen in the Select Recipients
If you need to prevent any changes to a Daily Report, you can click the Lock Daily Report option to stop all edits to that day's report. The locked report can be unlocked by the project controller, by clicking the Unlock Daily Report button.
If you need to get back to the Overview page you can click the Overview section on the menu to the left.
If you're having any trouble with the Daily Reports tool, feel free to get in touch with us at firstname.lastname@example.org or give us a call at 800-708-2565. We're glad to help!