Daily Reports Log

This page lists the daily reports that are logged in the current Project Center project. Select the Report Date of a daily report to view its details in the Daily Report page. External and internal (Project Center) users see the same information unless otherwise noted.

Your ability to view all daily reports depends on your permission set assignment.

Daily Reports

Use the Daily Reports drop-down list to filter the list of daily reports by category. The categories are as follows:

My Daily Reports

This category lists all daily reports that were created by you or on which you are a recipient.

My Final Daily Reports

This category lists all closed daily reports that were created by you or are assigned to you.

My Draft Daily Reports

This category lists all draft daily reports that were created by you or are assigned to you.

My This Week's Daily Reports

This category lists all daily reports from the last seven days that were created by you or are assigned to you.

My This Month's Daily Reports

This category lists all daily reports from the last thirty days that were created by you or are assigned to you.

Categories available to Project Center users

In addition to the categories listed above, Project Center users (internal users) can see the following:

All Daily Reports

This category displays all the daily reports that have been entered for this project.

All Final Daily Reports

This category displays all finalized daily reports.

All Draft Daily Reports

This category lists all open daily reports. When daily reports are created, the status is set to Draft by default.

This Week's Daily Reports

This category lists all daily reports from the last seven days.

This Month's Daily Reports

This category lists all daily reports from the last thirty days.

Columns

Modify

Select to modify the daily report.

ID

The ID number of the daily report.

Report Date

The date of the daily report.

Day

The day of the week for which the report was created.

Status

There are two options for the status: Draft or Final. The Draft status is assigned by default to new daily reports. Change the status to Final to close the item.

Created By

The creator of the daily report. You cannot change this value.

Total Sub

This field tracks the total number of subcontractors that were on the jobsite at the time of the report.

Total Internal

This field tracks the total number of internal project team members that were on the jobsite at the time of the report.

Total Visitor

This field tracks the total number of visitors that were on the jobsite at the time of the report.

Total Equipment

This field tracks the total number of pieces of equipment that were on the jobsite at the time of the report.

Keywords

Use keywords in your projects to add new logical groupings to project items. Like the other columns, you can then apply filters on this column to restrict the list of daily reports that display.

Supporting Documents

Displays the number of supporting documents associated with the item. Internal users can access all supporting documents. External users can only access supporting documents that have been shared with external users.

There are two possible icons that may appear in the field:

Attached Files

Select to view the list of files attached as supporting documents. Select the link for a file to view it in the Newforma Web Viewer. If the filename is not a hyperlink, select the icon to open or save the file locally.

Upload Supporting Documents

Use this area to add supporting documents to the item.

This option is only available for internal (Project Center) users.

Add Files

Select to open the Choose File to Upload dialog box and select a file.

You can select multiple files using standard Windows Shift and Ctrl selection techniques.

Remove All Files

Select to remove all files selected for upload.

Drag-and-Drop Files Here

Drag and drop files directly from Windows to add them to the list of files to upload.

This option is only available if your browser supports the functionality.

Upload

Select to upload the files to the Supporting Documents field.

Request Expired Files

Select the image to send a request to the owner to repost the files. This occurs when the transfer item has expired.

Related Items

Displays icons for any project items related to the selected item. Click in the column to access the Related Items popup window, shown below. Select the hyperlink for a related item to view its details.