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Create a Custom Report from the Site Diary

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Objective

To create a custom report from the Site Diary tool. 

Things to Consider

  • Required User Permissions:
    • 'Admin' permissions on the project's Site Diary tool.
      AND 
      'Admin' on the Project level Reports tool.
      Note: If you have 'Admin' permissions on the Site Diary tool and not on the project's Report tool, you will not see the option to complete this task. 
  • Additional Information:
    • Reports will only be created on the project's Reports tool, not the company's Reports tool. 

Steps

  1. Navigate to the project's Site Diary tool.
  2. Click Reports.
  3. Click Create New Report. 
    create-custom-daily-log-report.png
  4. Follow the steps to create a new report in Create a Custom Project Report.