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Daily Report Details and Data Entry

When you select a day from the calendar view, a detail window opens containing all reporting categories for that day.

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Data Entry and Editing Steps

1

Select a Category

Select the category you want to enter data for (e.g., Labor, Equipment, Photos) from the left menu of the window.
2

Add a New Row

Start data entry by clicking on the empty row at the bottom of the table in the content area.
3

Enter the Data

Enter the values by clicking on the relevant cells (e.g., Number of Workers, Hours Worked). All data you enter is saved automatically.

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Interface and Other Actions

  • Date Navigation: Allows you to quickly switch between days.
  • Submit & Publish Button: Sends the reports for that day via email to the distribution list specified in the settings.
  • Saved Status: An indicator showing that your changes have been automatically saved.
When you select the Photos category, a file upload area appears. You can upload site photos for that day by clicking the “Add Photo” box or by using drag-and-drop.
To delete a row, hover over it with the mouse, right-click, and select “Delete Row”.

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Important Notes

Data entry, editing, and deletion actions are subject to the user’s roles and permissions.
Entered reports are generally subject to an approval process. Authorized users, such as a Project Manager, can review reports and mark them as “Approved” or “Rejected.” These statuses are indicated by color codes in the main calendar view.