The Daily Reports in Planner allows Users to have the view of all the Reports that the Users have permissions to view.  These Daily Reports can also be downloaded after viewing using the option Download File.  



  • Click on a report to View/Print/Download the daily Activities associated with the project.

 



Configuring Daily Reports


  • As an Admin,  user can configure daily report settings by going into Project Settings > PLANNER Settings and selecting the 'Daily Settings' Option.

 


  • The 'Daily and Verification Settings',  will allow the configuration of What Modules and which Team Members will receive selected Daily Reports.

 


  • Once the Daily report opens users will have the access to  Print, Export(Download),Print layout view and page setup view 

 

  • The Export option allows a user to download the report in different formats.


Planner Overview

Planner Overview

Boards & Schedules Overview

Schedule Overview

Risks Overview

Resources Overview

Calendars Overview

Dispatch View Overview

Daily Reports Overview


Planner on Devices

Planner Overview - Tablet

Planner - My Work Queue - Tablet

Planner - Boards & Schedules - Tablet

Planner - Calendar View - Tablet

Planner - Daily Reports - Tablet


How To?

Boards Overview

What is Plan View

What are Different Boards Types

How to Create a Board

How to Edit a Board

How to Delete a Board

How to Group Boards

How to Filter Boards

What is the Tag Shelf

How to Create a Tag

How to Create a Priority Tag

How to Create a Milestone

How to Dispatch a Tag



Last Updated: Aug-24-22