Daily reports

You can use daily reports to track the equipment, daily activity of the crews, and weather conditions on the job site.

If you don't have the feature permission for future daily reports, you can only create daily reports for today's date, based on the timezone in your profile, or earlier.

In the daily report:

  • You note that heavy rain on the job site caused delays for the scheduled concrete pours in Zones 1A to 1D.
  • You log 40 hours of work for the day shift crew.
  • In the project menu, click Records > Daily Reports.
  1. If the Search panel is closed, click Search icon (Search) on the navigation toolbar.
  2. Set the filters.
    • The search terms are applied to text fields, including lookup lists, company and contact fields, and custom fields, in the daily reports that you have access to.
    • To find the daily report for a specific date, click the date in the calendar.
    • To find daily reports with labor, weather, and comment cards that were added by a specific contact or company, use the Contributing Contacts or Contributing Companies option.
  1. If the Information panel isn't open, click info (Information) on the navigation toolbar.
  2. Click a date in the calendar, which marks the ones that have a daily report.
    3. Daily report calendar

    If you select a date without a daily report, a new report is created.

If you opened the first report from the Daily Reports module, you can click Previous item icon (Previous) and Next item icon (Next) to navigate between existing reports. These buttons aren't available if you opened today's report from the Daily Reports tile.

You can create only one daily report for each day. If you select a day that already has one, that daily report is opened.

  1. In the Daily Reports module, on the navigation toolbar, click add_circle (Create), and then select the date.
  2. In the Information panel, enter the daily report details.
    • Enter the total rainfall and snowfall for the day.
    • Enter the total for lost productivity, and then select the unit of measurement from the UOM list.
    • To add an assignment, click Add in the Assigned To section, select the name, and then set a due date.
    • To add a courtesy copy, click Add in the Courtesy Copies section, and then select the name.
  3. In the Notes section, enter a comment and link items to it.
  4. Add the equipment, labor and weather details.
  5. To link an item to the daily report, click link (Links), click add (Add), and then select the item type.
  6. To save the changes and keep the daily report open, click save (Save).

    7. —Or—

    To save the changes and close the daily report, click arrow_back Done.

You can filter information by company in the Daily Reports view and within a daily report. The company filter is applied to the following sections:

  • Equipment
    • The Daily Reports view only displays daily reports with equipment entries for the selected companies.
    • A daily report only displays entries for the selected companies in the Equipment section.
  • Labor
    • The Daily Reports view only displays daily reports with labor entries for the selected companies.
    • A daily report only displays entries for the selected companies in the Labor section.
  • Notes
    • In the Daily Reports view, the company filter is not applied to the Notes section.
    • A daily report only displays comments created by someone from the selected companies in the Notes section.
  • The company filter is displayed if you have the View permission for Labor or Equipment and if there is data in the Equipment, Labor, or Notes section.
  • If you add or edit an entry in a daily report that doesn't fit the current filter, the filter is cleared in the daily report.

  • The company filter in the Daily Reports view and the company filter in the daily report are not affected by each other.

  1. In the Search panel of the Daily Reports view, click Company.
    2. Company filter in Search panel

    Company filter in the Search panel of the Daily Reports view

  2. Select the checkbox for one or more companies.
  1. At the top of the daily report, click the Filter by company list.
  2. Select one or more companies from the list.

    3. To search for a company, start typing in the Search field.

    Company search field

    Search field in the company filter

The company filter is cleared when you navigate to another daily report from the calendar in the Information panel or by the Previous item icon(Previous) or Next item icon(Next) buttons.

  • In the Search panel of the Daily Reports view, click Company and then clear the checkbox for the company.
    • Company filter in Search panel

    Company filter in the Search panel of the Daily Reports view

    —Or—

    In the Filter by company list of the daily report, click Icon to restore dialog size (Remove) by the company name.

    Company filter in Search panel

    Company filter in a daily report

In the Notes section of the daily report, you can add comments and link items to the daily report. The summary displays:

  1. The number of comments
  2. The number of linked items
Notes summary example
  • On the right side of the Notes section, click expand_more (Expand).
  1. On the right side of the Notes section, click add_circle (Add).
  2. In the field, enter your comment.
  3. To link an item to the comment, click link (Add Links), and then select the item type and item.

    4. The linked items are also displayed in the Links panel.

  4. Click Send icon (Send).
  1. On the comment card, click more_horiz (More) > Edit.
  2. Edit the comment.
  3. To save the changes, click Send icon (Send).

    4. —Or—

    To cancel the changes, click refresh (Cancel).

  1. On the comment card, click more_horiz (More) > Remove.
  2. In the confirmation dialog, click OK.
    • You can only delete your own comments.
    • Any linked items remain in the Notes section and in the Links panel.