Create Daily Reports
Create reports to help you track daily job activities.
- Select Time & Jobs > Daily Reports.
- In the upper right of the page, select New Report.
The Create Report window opens.
- Select a template from the Report Template field.
- In the Job field, select the jobs to associate with this report. Information from these jobs will serve as the basis for this report.
- Select a Phase if you want to narrow report details by a specific phase(s).
- Select a Crew if you want to narrow report details by crew(s).
- Select a Start Date for the report. The report will include data from this date forward.
-
For Report Type, select whether to have this report
collect data for one day at a time or for a date range:
-
Select Single Day if you want to report information for one day based on the Start Date that you selected.
-
Select Multi Day if you want to report information for a date range. If you select Multi Day, an End Date field displays. Enter both a Start Date and an End Date for the reporting period.
-
-
When you are finished, select Create
Report.
The new report opens and may be edited immediately.