Breadcrumbs

Viewing an Existing Daily Report'

  1. From the Homescreen, tap the Daily Report button. From any other screen in the app, tap the  icon in the lower menu.

  2. The Daily Report screen opens with the following details:

    1. Back Arrow: Tap to return to the previous screen.

    2. Project Name: This displays the project currently being viewed.

    3. Date Toggle: Tap the forward or back arrows to move between dates. By default, the current week is displayed when the Daily Report is opened.

    4. Date Picker: Tap the date and a date picker calendar will open prompting you to select another date.

    5. Daily Report Date: Each date that has detail associated with it (time entries, receipts, fuel log entries, etc.) appears within the week displayed.

    6. Create Daily Report Icon: The “+” icon indicates that a daily report has not yet been created for this date, but that information exists to be included in a report. Tap the “+” icon to begin the process of creating a daily report.

    7. View Daily Report Icon: The “checkmark” icon indicates that a daily report exists for this date. Tap the “Checkmark” icon to either view the report for this date or to create a new one.

    8. Additional Options: Tap these three dots to open the menu. The option to Recreate Report will appear. This allows a new version of the report to be created using the existing data.

  3. Tap the “Checkmark” icon next to the report you wish to view. A PDF of the existing report will open.