Daily Reports

User Personas: Project Manager | Field User

Daily Reports track daily progress on the job site, including weather conditions, Keywords, foreman commentary, images from the field, and crew labor. As you complete Daily Reports on a project, the data populates reports and widgets across eSUB Fusion.

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

Use the links below to jump to a topic:

• View and Manage the Daily Report Log
  • Log Features
    • Search, Sort, and Filter the Log
    • Export Daily Report Logs
    • Email a Daily Report
• Create Daily Report
  • Daily Report Features
    • Crew Tab
    • Media & Attachments Tab
    • Activity Log
    • View History
    • Generate a PDF and Email a Daily Report
• Track Crew Labor
  • Add Crew
  • Override Crew's Labor Class
  • Edit Crew
  • Crew Features
  • Crew Time Conflicts
• Copy Daily Report
• Edit Daily Report
• Delete Daily Report
• Daily Report Settings
• Permissions
• FAQ

View and Manage the Daily Report Log

1. Select Projects on the global navigation menu, then select the desired project from the list.
2. Select Daily Reports from the slide-out menu.
3. Use the sort and filter icons on the log to refine the list.
4. 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.
• The filter funnels in the column-header can be used to make your desired filtering selections.
  • Clicking on the column-header description will allow you to sort the data in the log in ascending or descending modes based on the contents of the column.

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

Export Daily Report Logs

The Daily Report log can be exported to a .csv or Excel file so you can save your records or analyze them. The export includes the info displayed under the Info and Comments tabs of the Daily Report, plus additional columns including crew labor hours, so you can analyze labor data without opening each report.

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

1. Select Actions, then select Export Log as CSV or Export Log as Excel. The file downloads to your default downloads folder.

See the Document Downloads and Exports article for more guidance.

Email a Daily Report

1. Select the three-dot button on the log page, then select Email.
2. Compose the email, then select Send.

See the Emailing Documents article for more guidance.

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.

1. Select Projects on the global navigation menu, then select the desired project from the list.
2. Select Daily Reports from the slide-out menu.
3. Select Add Daily Report on the action button.
4. Fill in the fields as desired (see additional details below in Daily Report Features).
5. Select Save when finished.

Daily Report Features

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

Crew Tab

Use the Crew tab 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.

The Crews tab must be enabled before you can track Crew labor. See Track Crew Labor.

Media & Attachments Tab

Attach files, media, and other supporting documentation to the document. Files can be added from your computer or attached directly from eSUB Drive, Project Drive, or a connected cloud storage account using the Attach Files modal. Some attachments can 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 email activity.

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

From the document log page:

1. Select the document to view it, then select the Activity Log tab.
2. Select an entry in the log to view the associated message.

View History

Use View History to view and audit changes made to a Daily Report over time.

1. Select the View History button when viewing a Daily Report.
2. Select the three-dot button next to the desired entry. A modal opens; scroll to view the details of that entry.

Generate a PDF and Email a Daily Report

Generating the PDF and sending it are one flow for Daily Reports. What you choose to include is what goes out, so you review before you send.

1. Select the three-dot button in line with the Daily Report on the log page, then select View PDF.
   • Alternatively, while viewing a Daily Report, you can select the View PDF button.
2. Select the media and attachments to include and set their order, and view options then select Generate PDF.
3. Review the PDF, then select Email to send it, or Download to save it.
   • To change what is included, select Configure and repeat step 2.
4. Add recipients and any comments, then select Send.

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:

1. Select the Crew tab, then select Add Crew.
2. Select the desired Crew Members.
   • Crew members you have used recently appear at the top of the list so you can select your regular crew quickly each day.
   • The list stays open while you select, so you can add multiple crew members without reopening the drop-down menu. Selected employees are marked with a checkmark.
   • Type in the field to search for a specific crew member.
3. 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.
4. Select Done when finished.

Override Crew's Labor Class

Default Labor Classes are assigned to Crew members by an administrator. You can temporarily override a Crew member's Labor Class on a Daily Report if the 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 depend on 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:

1. Select the Labor Class Override field and choose the desired Labor Class for the Crew member(s).
   • The override can be cleared after selecting, if needed.
2. Select Save when finished.

Edit Crew

While creating or editing the Daily Report:

1. Select the Crew tab and make edits under the Crew Summary:
   • Select Add Crew to add another Crew member.
   • Edit the crew member hours using the inline fields.
   • Select Add Cost Code 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 button on the Crew member to delete them.
2. Select Save when finished.

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

Crew Tab Features

Select Add Crew to enter time for your crew(s).

Crew Time Conflicts

If a crew member's time on a Daily Report overlaps with time already recorded for them elsewhere (for example, on another Daily Report or timecard for the same day), eSUB Fusion surfaces the conflict to office users on the web so it can be reviewed and corrected before the time is approved.

• Conflicts are flagged in one place for office users, so field-entered time with overlaps does not slip through unnoticed.
• Review and resolve flagged conflicts from the Daily Report's crew time or from Timecard Management.

To review and resolve a conflict:

1. Open the flagged conflict from the Daily Report log, the conflicts banner on the Daily Report, Timecard Management, or the Notifications bell on the global navigation menu.
2. Review the Current and Field entries side by side in the conflict modal. Select Previous or Next to move between conflicts.
3. Select Accept Field Changes to apply the field data, or select Reject to discard it.

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

1. Select the Daily Report to view, then select Copy.

Edit Daily Report

From the Daily Report log:

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

Delete Daily Report

From the Daily Report log:

1. Select a Daily Report to view, then select Edit.
2. Select Delete.

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.

Permissions

The permissions below control access to the actions described in this article. Permissions are assigned by an admin.

FAQ

Can Daily Reports be created on the mobile app?

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

Why is a Daily Report not editable?

If you have edit permissions 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. Crew time that has been approved under Time Management is also uneditable on the Daily Report.

What information carries over when I copy a Daily Report?

General Info (time on site, time off site, and total workers), all Comments tab data, and all Crew tab data. See Copy Daily Report.

Does the weather fill in automatically?

If the project has a valid address, the day's weather auto-populates on the Daily Report. Enter weather conditions manually if the actual observed weather differs from the automatic weather reporting.

Why does the Job Cost Report show no committed labor dollars after entering Daily Reports with timecards?

The usual cause is a missing Labor Class or Rate Template. See Track Crew Labor for the steps to correct it.

What happens if a crew member's time conflicts with time recorded elsewhere?

eSUB Fusion surfaces the conflict to office users on the web so it can be reviewed before the time is approved. See Crew Time Conflicts for the steps to review and resolve conflicts.