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Daily Logs are a great way to share status updates, whether daily or weekly, with team members and also with clients. These are a helpful best practice to keep everyone in the loop on job progress.
Your Daily Logs have two main functions:
Keep your team in the loop with updates on the day-to-day
Daily Logs shared with the client appear in the "Updates" tab in the Client Dashboard. They are the first thing your client will see when they log in and will give them regular updates on the progress of your project.
Create a Daily Log
Click "New Daily Log" from either your Home tab or Logs tab
Add files: Add as many pics or docs as you need to give more detail
Choose a date: By default, the date is set to today, but you can choose a date in the past if you need to backlog the update to a past date.
Once a Daily Log is posted, collaborators and clients (who you've shared the Log with) can comment.
Daily Logs have two views:
Timeline View: the default view shows all logs sorted by date along with any details, attachments, and comments.
Gallery View: click "Photos Only" to get a visual representation of all the project updates.
Daily Logs Report and Printing
Daily Logs reporting and printing allows you to print or export Daily Logs as a PDF. You can export your Daily Logs to share with Clients and Collaborators via email or print them out to display on job sites.
Here you can add filters to the Logs you want to export or print.
Show All: You can choose to display the entire log or exclude portions from it. You can choose the following options to show:
People: You can choose to filter by the person who authored the Log. This is especially helpful if you want to print or export logs written by a certain person.
Date: You can also choose to filter by a specific date or date range to export or print.
Print your Report
Once you've chosen the display options for your Daily Logs report, click the Print button in the upper right corner of the report. Use the print preview to make adjustments before printing.
Save as PDF
Export to PDF for supported operating systems (Most Windows and Mac systems feature a PDF option for printing) by changing the destination/printer to "Save as PDF" or similar.