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Categories Daily Reports
Created by Evan Grim
Created on Feb 28, 2024

Filter and export Daily Reports by Location

Larger projects may have multiple locations or sub-phases that need to submit and track separate Daily Reports. The current functionality of Daily Reports in ProjectSight makes it difficult to do this, as everything gets compiled into a single report. You can filter the Daily Reports list view by multiple criteria, and you can filter a single Daily Report by Company, but not by Location. Adding the ability to filter and export Daily Reports by Location would be a great benefit to complex projects.

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  • Eric Bogenschutz
    Reply
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    Jul 31, 2024

    As a follow on as the other request for more than 1 report per day exists...

    If X walks 2 buildings and Y walks 3 buildings today, but tomorrow is X = 1 and Y = 4 buildings, thus the locations feature either needs to be implemented at the "Note" Field so each Note can have a location or the Mutli-Select Option would be required. Seems easier to implement the allow multiple reports per day and then we can even use a custom field to use location for sorting/grouping/filtering in grid view.

  • Eric Bogenschutz
    Reply
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    Jul 31, 2024

    This is still sorely needed, either the addition of Location (Has to allow more than 1 selection), or another solution would be to make more than 1 Daily Report per day which would allow a report to be made for each Area/Building without the need to filter by location.