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Daily Reports

You can use daily reports to track the daily activity of the crews on the job site.

License: Certain actions, such as adding daily reports, require a license as well as security permission. Contact your project administrator if you are unable to perform some actions using the mobile app.

Daily reports list view

  1. Downloads all daily reports
  2. Number of daily reports downloaded
  3. Record status
  4. Approved records are locked and cannot be updated
  5. Date of report
  6. Downloads all the drawings or files linked to this daily report. Any new links will be automatically downloaded when the project is synced.
  7. Total approved labor
  8. Weather condition
  9. Number of notes
Daily Report
  1. Copy from another daily report
  2. Save the record
  3. Date of report
  4. Record status - Approving a daily report does not affect the labor cards.
  5. Total lost productivity. Select Toggle arrows icon to change the unit of measurement.
Weather Summary
  1. A summary of the latest weather entry
  2. If the Project Settings are set to automatic weather entry and the total rainfall is zero, Auto populated displays. If total snowfall or rainfall is entered, those entries will display instead.
Daily Reports enter precipitation
  1. If the Project Settings are set to automatic weather entry and the total rainfall is zero, Auto populated displays. SelectLocked iconto manually enter a value.
    Project Settings (web): Project Settings > Record Settings > Daily Reports > Weather Entry
  2. Select to enter the total snowfall

    3. Rainfall and snowfall units of measurements are set in your web settings.

Daily Reports weather
  1. Manually add a weather entry
  2. Select to enter weather notes
  3. Weather entries - they can be automatically or manually entered
  4. Sub-menu: delete a weather entry
Workforce labor card
  1. Approve all labor cards
  2. Copy labor data from another daily report
  3. Add a labor card
  4. Total approved hours
  5. Total pending hours
  6. Total workers (approved and pending approval)

Charlie, the chatbot for Daily Labor Reports, is available by invitation only, in English, and requires an active internet connection. This Daily Reports AI Assistant does not support projects with Labor settings configured to Detailed.

Chatbot labor card
  1. Select to open the Charlie chatbot
  2. Approve all labor cards
  3. Copy labor data from another daily report
  4. Add a labor card
  5. Total approved hours
  6. Total pending hours
  7. Total workers (approved and pending approval)

Charlie, the chatbot for Daily Labor Reports, is available by invitation only, in English, and requires an active internet connection. This Daily Reports AI Assistant does not support projects with Labor settings configured to Detailed.

Charlie chatbot homepage
  1. Type text to enter labor details
  2. Select to expand the text box
  3. Non-activated microphone: Select to activate the microphone and then speak to enter labor details
  4. Select to send your text to Charlie
  5. Select to view Charlie chatbot capabilities
  6. Select x to exit the chatbot and return to the Daily Report

Charlie, the chatbot for Daily Labor Reports, is available by invitation only, in English, and requires an active internet connection. This Daily Reports AI Assistant does not support projects with Labor settings configured to Detailed.

Charlie Chatbot Capabilities page
  1. Select to turn on audio for Charlie

    2. If you want to pause audio, select again. To quickly toggle audio on or off, double tap. If you make a selection by double tapping, that selection is remembered across chat sessions.

  2. Type text to enter labor details
  3. Activated microphone: Speak to enter labor details or select to deactivate the microphone
  4. Select to expand the text box
  5. Select to send your text to Charlie
  6. Select to restart your conversation, then select Yes
  7. Select x to exit the chatbot and return to the Daily Report
Workforce Crews Card
  1. Company name
  2. Crew name
  3. Hours
  4. Number of workers
  5. Location of work
  6. Notes
  7. Green indicates an approved card
  8. Blue indicates a card pending approval
  9. Attached photos, videos, and files carousel
  10. Number of attachments
  11. Sub-menu: approve or delete the card
Daily reports euipment card
  1. Total equipment quantity
  2. Total equipment hours
  3. Select to view the equipment log

Daily Reports equipmengt log

  1. Copy equipment details from another daily report
  2. Add an equipment to the daily report
  3. Total quantity of equipment added to daily report
  4. Total hours of equipment added to daily report
  5. Details for the equipment
  6. Hours for the equipment
  7. Rate for the equipment per hour
  8. Notes

Daily Reports

  1. In the Daily Reports list view, select Add button.
  2. On the Create Daily report page, choose the date, then select Add.

    3. You can create only one daily report for each day.

  3. To add assignments, select Assign.

    4. —Or—

  4. To send courtesy copies, select CC.

  5. Enter additional details, then select save icon.
  1. Open or create a new daily report.
  2. Select copy icon.
  3. Select from when to copy the daily report.

    4. All data that you have access to will be copied.

  4. Select Add.
  5. Enter additional details, then select save icon.

    6. You can create only one daily report for each day.

Weather Card

  1. Open a daily report.
  2. Select Weather.
  3. Select add icon.
  4. On the Add Weather page, enter the required fields.
  5. Select Done.
  6. Select <.
  7. Select save icon.

    8. The latest weather entry is displayed on the daily report weather summary section.

  1. Open a daily report.
  2. Select Weather.
  3. In the weather log, select Icon - More menu.
  4. Select delete icon Delete.
  5. Select <.
  6. Select save icon

Labor Card

  1. Open a daily report.
  2. Select Labor.
  3. Select add icon.
  4. Enter the required fields.
  5. Select Done.
  6. Manually add a worker to the labor card.

    7. This option is available only if the labor card is set to display a "Detailed" grid of workers. This is set in the web application Record Settings > Daily Reports > Document As.

  7. Select <.
  8. Select save icon.
  1. Open a daily report.
  2. Select Workforce.
  3. Select the labor card to edit.
  4. Select Done.
  5. Select <.
  6. After editing the card, select save icon.
  1. Open a daily report.
  2. Select Workforce.
  3. Select the labor card to edit.
  4. In the WORKERS section, select a name to edit an existing worker.

    5. —Or—

    Select + to manually add a worker and project-level budget code to the labor card.

    These options are available only if the labor card is set to display a "Detailed" grid of workers. This is set in the web application Record Settings > Daily Reports > Document As.

  5. In Add Worker or Edit Worker, select the Budget Code field.
  6. Select a budget code from the dropdown list.
  7. Select Select.

    8. —Or—

    Select < to exit without making a change.

  8. After editing the card, select save icon.
  1. Open a daily report.
  2. Select Workforce.
  3. In the labor card, select more icon.
  4. Select delete icon Delete.

    5. Only labor cards that have not been approved can be deleted.

  5. Select <.
  6. Select save icon.
  1. Open a daily report.
  2. Select Workforce.
  3. In the labor card, select Icon - More menu.
  4. Select Approve.

    5. You must have security permission to approve labor cards. Approving labor cards does not affect the status of the daily report.

  5. Select <.
  6. Select save icon.
  1. Open a daily report.
  2. Select Workforce.
  3. On the top-right corner, select approve all icon.
  4. Select Approve All.

    5. You must have security permission to approve labor cards. Approving labor cards does not affect the status of the daily report.

  5. Select <.
  6. Select save icon.

    Charlie, the chatbot for Daily Labor Reports, is available by invitation only, in English, and requires an active internet connection. This Daily Reports AI Assistant does not support projects with Labor settings configured to Detailed.

  1. Open a daily report.
  2. To open Charlie, in the Labor section, select the Chatbot Charlie chatbot.

    3. —Or—

    Select Labor, then from the navigation bar, select the Chatbot Charlie chatbot.

    The Charlie chatbot home page displays.

  3. To enter labor details, type in the text box add icon.

    4. —Or—

    Select Microphone Microphone icon to activate the microphone and then speak.

  4. Select Expand icon to expand the text box.
  5. To send your text to Charlie, select Send Send icon. Charlie may request additional information. If so, provide additional text to respond to Charlie, then select Send icon.

    6. If you would like to turn on audio for Charlie, select Audio icon. To pause audio, select again. To quickly toggle audio on or off, double tap. If you make a selection by double tapping, that selection is remembered across chat sessions.

    Example chat with Charlie

    Example response: "Please add 8 hours for the Seattle crew."

    When you have provided enough information, Charlie creates an entry that you must approve.

    Charlie approval step
  6. To accept the entry and receive a confirmation that Charlie is applying your suggestion, select Accept.

    7. —Or—

    To reject the entry, select Reject.

  7. Enter another labor request for Charlie.

    8. —Or—

    To restart a conversation with Charlie, select Restart, then select Yes.

  8. To see how Charlie can assist with Labor entries, select View capabilities.
  9. To return to the Daily report, select x.
  10. To save your labor entry, select save icon.

    Charlie, the chatbot for Daily Labor Reports, is available by invitation only, in English, and requires an active internet connection. This Daily Reports AI Assistant does not support projects with Labor settings configured to Detailed.

  1. Open a daily report.
  2. To open Charlie, in the Labor section, select the Chatbot Charlie chatbot.

    3. —Or—

    Select Labor, then from the navigation bar, select the Chatbot Charlie chatbot.

    The Charlie chatbot home page displays.

  3. To see how Charlie can assist with Labor entries, select View capabilities.
  4. If you would like to turn on audio for Charlie, select audio icon.

    5. To pause audio, select again. To quickly toggle audio on or off, double tap. If you make a selection by double tapping, that selection is remembered across chat sessions.

  5. To enter labor details, type in the text box add icon.

    6. —Or—

    Select Microphone Microphone icon to activate the microphone and then speak.

  6. Select Expand icon to expand the text box.
  7. To send your text to Charlie, select Send Send icon.

    8. Charlie may request additional information. If so, provide additional text to respond to Charlie, then select Send icon.

    Example chat with Charlie

    Example response: "Please add 8 hours for the Seattle crew."

    When you have provided enough information, Charlie creates an entry that you must approve.

    Charlie approval step
  8. To accept the entry and receive a confirmation that Charlie is applying your suggestion, select Accept.

    9. —Or—

    To reject the entry, select Reject.

  9. Enter another labor request for Charlie.

    10. —Or—

    To restart a conversation with Charlie, select Restart, then select Yes.

  10. To return to the Daily report, select x.
  11. To save your labor entry, select save icon.

Equipment Card

  1. Open a daily report.
  2. Select Equipment.
  3. Select add icon.
  4. Enter the required fields.
  5. Select Done.
  6. Select <.
  7. Select save icon.
  1. Open a daily report.
  2. Select Equipment log.
  3. Select the equipment card to edit.
  4. After editing the card, select Done.
  5. Select <.
  6. Select save icon.
  1. Open a daily report.
  2. Select Equipment log.
  3. Select an equipment card.
  4. To delete the card, select delete icon.
  5. Select Delete.
  6. Select <.
  7. Select save icon.

Linking

  1. Open a daily report.

  2. Select + next to Web links.

  3. Enter the web link, then select Done.