Daily Reports – eSUB Cloud 2.0

User Personas: Project Management | Field

Daily Reports enables you to track the daily progress on the job site. As you complete Daily Reports on your project, data from the Daily Reports populates various reports and widgets, allowing you to get powerful reporting out of a tool you use every day. Daily Reports enables you to track project weather conditions, Keywords, foreman commentary, images from the field, and crew labor.

To perform the actions described in this article, a user must have the Daily Reports - General Permissions and Share permissions.

Use the links below to quickly jump to a topic:

View and Manage the Daily Report Log
- Log Features
Create Daily Report
- Daily Report Features
Track Crew Labor
Copy Daily Report
Edit Daily Report
Delete Daily Report
Export Daily Report Log
Daily Report Settings

View and Manage the Daily Report Log

Select Projects on the global navigation menu, then select the desired project from the list
Select Daily Reports from the slide out menu
Use the sort and filter icons on the log to refine the list
Select a Daily Report to view it

Log Features

Search, Sort, and Filter the Log

Use the Search bar at the top of the page to enter your search criteria
For pages that appear as tables, use the filter buttons on the header to make your desired sorting/filtering selections
For pages that appear as card lists, use the filter button that appears above the card list (next to the Search bar) to make your desired sorting/filtering selections

See the Navigating through the eSUB Fusion Interface article for more guidance.

Download Documents

Select the 3-dot menu in line with the applicable document from the log page, then select View PDF
Select the desired sections and/or attachments to include in the PDF (if applicable) then select Done
If the preview is acceptable, select Download, or select Configure and repeat step 2

See the Document Downloads and Exports article for more guidance.

Export Document Logs

To be able to save your records or for analysis, you can export document logs into CSV.

Filtering first will save time and make your export cleaner.

Select the Action button and select Export Log. The log file will download into CSV format.

See the Document Downloads and Exports article for more guidance.

Email Documents

Select the 3-dot menu from the log page, then select Email
Compose the email, then select Send

See the Emailing Documents article for more guidance.

Use the three-dot menu on a document from the log page to quickly access actions for the document, such as Edit or Delete.

Create Daily Report

Daily Reports can be created on either the mobile app or the web. See the Daily Reports on Mobile article for more guidance on creating Daily Reports via the mobile app.

Select Projects on the global navigation menu, then select the desired project from the list
Select Daily Reports from the slide out menu
Select Add Daily Report on the action button
Fill in the fields as desired (see below)
Select Save when finished

See the sections below for additional information on the various features of the Daily Report document.

Daily Report Features

General Tab

Use the fields in the General Info section to document worksite information for the day such as the total workers on site, time on site, and the weather. If the No. field is left blank, the Daily Report number will be generated automatically.

Weather

If the project has a valid address, the day's weather will auto-populate. Weather conditions for the day may be manually entered, in the event that the actual observed weather differs from the automatic weather reporting.

Keywords

Keywords are tags that can be added to the document for categorization purposes or to bring attention to issues or setbacks on the job site.

See the Applying Keywords article or the Strategic Use of Keywords article for more guidance.

Comments Tab

Your comments can be added to the Daily Report to document the progress or conditions of the worksite. The Internal Comments section can be used for comments that you wish to keep internal to your company, and by default these comments won't be included when emailing or printing the Daily Report.

An admin can customize and/or remove the comment fields under Settings in the global navigation menu. See the Company Settings article for more guidance.

Crew Tab

The Crew tab is used to document the labor hours and shift information of your Crew. The labor hours of the Crew can also populate as a time card in the Time Management module.

To track Crew labor, the Crews tab for Daily Reports must be enabled under Company Settings > Daily Reports. See the Company Settings article for more guidance.

Media & Attachments Tab

Files, media, and other supporting documentation can be attached or linked to a document. Some attachments may be included when generating a PDF of the document, if desired.

See the Document Media & Attachments article for more guidance.

Activity Log

The Activity Log tab displays a timeline of activity related to the document such as the email activity.

To see the Activity Log tab, a user must have the Mailbox - General Permissions permission.

From the document log page:

Select the document to view it then select the Activity Log tab
Select a link under Email Activity to view the associated message

Track Crew Labor

To track Crew labor, the Crews tab for Daily Reports must be enabled under Company Settings > Daily Reports. See the Company Settings article for more guidance.

Add Crew

While creating or editing the Daily Report:

Select the Crew tab then select Add Crew
Select the desired Crew Members
Enter the Cost Codes and Hours information for the Crew
- Select Add Cost Code to add another Cost Code if desired
- Select the Delete icon to delete a Cost Code if desired
Select Done when finished

Override Crew's Labor Class

Default Labor Classes are assigned to Crew members by an administrator, but the Crew member's Labor Class may be overridden temporarily on a Daily Report if a Crew member performed work as a different Labor Class for a portion of their work day.

The Labor Classes available on the Labor Class Override field are dependent upon the project's selected Rate Template under Settings > Project Info. See the Labor Rates Setup article for more guidance.

While creating or editing the Crew on a Daily Report:

Select the Labor Class Override field and choose the desired Labor Class for the Crew member(s)
Select Save when finished

Overriding a Crew member's Labor Class on a Daily Report

Edit Crew

While creating or editing the Daily Report:

Select the Crew tab and make edits under the Crew Summary:
- Select Add Crew to add another Crew member
- Make edits to the crew member hours using the inline fields
- Select Add Cost Code on the three-dot icon to add a cost code to a Crew member
- Select the Delete icon on a Cost Code to delete a Cost Code from a Crew member
- Select Delete Crew Member on the three-dot icon on the Crew member to delete them
Select Save when finished

Crew time that has been Approved under Time Management will be uneditable on the Daily Report.

See the sections below for additional information on the various features and fields of the Crew tab.

Crew Features

Crew Members

Build out your Crew by selecting from the available Crew members list.

Select Cost Code

Select a Cost Code to associate with the Crew.

RT/OT/DT

Enter the number of labor hours that your Crew worked on this Cost Code (regular time, overtime, and double-time hours). The OT and DT fields can be disabled by an admin on the Company Settings page.

Shift

Choose Shift 1, 2, or 3. The Shift field can be disabled by an admin on the Company Settings page.

Labor Class Override

Use this field as a temporary manual override of the default Labor Class of your Crew member(s) if they performed work as a different Labor Class. Labor Classes can be configured by an admin under Settings on the global navigation menu. See the Labor Rates Setup article for more guidance.

Hours Lost

Enter the number of hours that were lost due to delays or issues. (Lost hours will not deduct hours from hours worked).

Units

Enter the number of units completed.

Comments

Enter comments to appear on the Daily Report and in the Timecard.

Copy Daily Report

When copying a Daily Report, the following information is carried over:

General Info - Time on site, time off site, total workers
Comments tab - All data
Crew tab - All data

Select the Daily Report to view, then select Copy

Save time by copying a previous day's Daily Report.

Edit Daily Report

From the Daily Report log:

Select a Daily Report to view, then select Edit
Make edits as desired
Select Save when finished

If you have edit permissions for Daily Reports but a Daily Report is not editable, it may be due to the Daily Report edit window setting under Project Settings, or the associated timecard(s) may be in Approved status.

Delete Daily Report

From the Daily Report log:

Select a Daily Report to view, then select Edit
Select Delete

Export Daily Report Log

The Daily Report log can be exported as an CSV file and includes all the info displayed under the Info and Comments tab of the Daily Report.

From the Daily Report Log in either the Global or Project View:

Select Actions then Export log
- The file will be downloaded to your default downloads folder

Daily Report Settings

Project-specific Daily Report settings can be toggled by a project manager or administrator.

See the Project Settings article for more guidance.