- From the Homescreen, tap the Daily Report button.
From any other screen in the app, tap theicon in the lower menu.
- The Daily Report screen opens. Tap the “+” icon next to the date for which you’d like to create a report.
For dates that already have a report, tap on the Additional Options icon to the right of the green arrow and then select Recreate Report from the dropdown.
When a Daily Report is Recreated, any information that was added or edited after the original report was created will be available on the Recreated report. - The Add Daily Report screen opens, displaying the first page—the Time Log. All time entries for this date are listed here along with clock in/out times. To drill deeper into any aspect of the Daily Report, tap the
icon to exit the Add Daily Report dialogue and view that data. To proceed, tap the “” button at the bottom of the screen.
- The Tasks Log page of the Add Daily Report screen displays. This listing shows any changes or updates made to the Task Percent Complete, Task Status, Task Priority, or Task Progress on this date. To proceed, tap the “” button at the bottom of the screen.
- The Machine Log page of the Add Daily Report screen displays. This listing shows each piece of machinery that was associated with a time entry today as well as any inspection results for that machinery. If there are multiple inspections, the worst inspection status will display here to ensure that action is taken. To proceed, tap the “” button at the bottom of the screen.
- The Site Log page of the Add Daily Report screen displays. Each entry to the Site Log appears under its heading (Site Conditions, Safety Observations, etc.). To proceed, tap the “” button at the bottom of the screen.
- The Add Daily Report page advances to the Subcontractor Log for this date. It displays any entries made to track subcontractor work on this date in addition to the Machine, Material, and Manpower associated with this entry. To proceed, tap the “” button at the bottom of the screen.
- The Add Daily Report page advances to the Change Orders for this date. It displays any change orders submitted on this date and their status. To proceed, tap the “” button at the bottom of the screen.
- The Add Daily Report page advances to Receipts. Any receipts that were submitted on this date are displayed. To proceed, tap the “” button at the bottom of the screen.
- The Add Daily Report page advances to the Fuel Log. Any entries that were submitted to the Fuel Log on this date are displayed, along with their details. To proceed, tap the “” button at the bottom of the screen.
- The Add Daily Report page advances to Project Photos. Any photos that were submitted to the project on this date are displayed. To proceed, tap the “” button at the bottom of the screen.
- The Add Daily Report page advances to Survey Logs (if there is a survey associated with this project). This displays any surveys taken by your team on this day and indicates whether the survey is Required. This listing will be sorted alphabetically by user. Tap "" to proceed.
- The Add Daily Report page advances to the Survey (if one is associated with this project). You will be prompted to complete the survey before moving forward in creation of your daily report. Enter survey results and tap the "" button to proceed.
- The Add Daily Report page advances to Comments. This is an opportunity to add a summary or any additional commentary to the report. Enter any notes you wish to add and tap the “” button to proceed.
- The Add Daily Report page advances to Confirmation. If you agree that the information contained in this Daily Report is complete, use your fingertip to add your signature to the space. Once you have signed the Confirmation screen, tap the “Checkmark” button at the bottom of the screen to continue.
- Your Daily Report has been created and now appears with a checkmark in the Daily Report list. An email has also been sent both to you and the project manager containing a link back to this Daily Report.
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