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How do I generate a Daily project report?

Einar Austlid
Einar Austlid
  • Updated

Daily Reports can only be accessed by Project Owner, Project Manager and Supervisors.


Generating a Daily project report

  1. Go into the project you want a Daily Report from

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  1. If you have the correct role, you will see Project reports in the navigation menu on the left.
    Click Project reports.

 

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  1. Select Project reports in the bottom-left of the Create Report section.

 

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  1. Choose Daily report.

 

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  1. Fill in any information you see fit. Empty fields are not included in the final report.

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  1. Click on Generate report.

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  1. Once generated, you can access the report in Project reports. You can also access any previously generated reports on this screen. 
    Download reports by clicking on the Titleof the report.

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  1. A Daily project report will include the following information if it was changed recently.
  • Important notes
  • Subcontractor notes
  • Project members on site
  • Project progress
  • Issues (With images)
  • Checklists (With images)
  • Tasks (With images)
  • Change requests
  • Documents
  • RFI
  • Submittals
  • Forms
  • Check-Ins

Because the Example project only had an RFI change on the day in question, the report looks like this:

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