Reports

Reports record the work done. Templates include Daily Work Report, Incident Report, Expense Report and Task Completion Report. A report has a type, an optional template, a related task, notes, photos and files, and a recipient who reviews it.

A daily progress report with photos, waiting for review.

A daily progress report with photos, waiting for review.

Write and send a report

1. Start a report. Tap Reports, then New report.

2. Fill it in. Choose the Report type * and, if your organization uses them, a template. Pick the Related task *, write the notes and attach photos or files.

3. Choose who reviews it. Pick the Recipient.

4. Send or keep as a draft. Tap Submit, or Save as draft to finish later.

Report statuses

Reports are listed by status: draft, Submitted, accepted and Returned. A returned report comes back to the author with the reviewer’s comment and can be corrected and sent again.

Without a connection

Creating, editing, attaching files to and submitting a report are queued on your device and sync when the connection returns.