Create Daily Reports

Create reports to help you track daily job activities.

  1. Select Time & Jobs > Daily Reports.
  2. In the upper right of the page, select New Report.

    The Create Report window opens.

  3. Select a template from the Report Template field.
  4. In the Job field, select the jobs to associate with this report. Information from these jobs will serve as the basis for this report.
  5. Select a Phase if you want to narrow report details by a specific phase(s).
  6. Select a Crew if you want to narrow report details by crew(s).
  7. Select a Start Date for the report. The report will include data from this date forward.
  8. 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.

  9. When you are finished, select Create Report.

    The new report opens and may be edited immediately.