Creating & Sending Daily Reports
Everything you need to know about daily reports
Creating a Report
- Navigate to your project and tap the "Reports" tab
- Tap "New Report" and select the date
- For each section (Progress, Issues, Completed, etc.), tap "Add Entry"
- Select an area, add notes, and attach photos
- Your report saves automatically as a draft
Sending a Report
- Open the report and tap "Send"
- Select recipients from your project contacts
- Add an optional message
- Tap "Send" — a PDF is generated and emailed automatically
Editing a Report
Draft reports can be edited anytime. Tap 'Edit' on the report viewer to add, change, or remove entries. Once sent, reports are locked.
Downloading PDFs
Tap the 'PDF' button on any report to download it directly. Branded PDFs with your company logo are included for every paid user.