Getting Started with Reports
One day on site, from the field log to a branded report in the client's hands.
This walkthrough runs the full loop once: record a day on site, get it signed off, look at what the numbers say, and hand the client a branded document. After the first pass, the daily part takes a few minutes at the end of each shift.
- Daily Log → New Log — pick the date, fill in what happened, Save Draft
- Open the draft and press Submit — it locks and goes for review
- Someone else opens it from the Daily Reports tab and presses Approve
- Reports → Analytics — open any of the six reports to see where the project stands
- Reports → Client Reports → New Report — choose the period, then order the sections and set the detail level
- Mark as Final, then Preview → Share to create a password-protected link
Before You Begin
Prerequisites
- Open a project first. Both the Daily Log and the Reports hub are project-scoped — they do not exist at organisation level.
- You need daily-log create permission to see New Log. Owners, project managers, superintendents and foremen have it.
- A daily log can only be approved by someone other than the person who submitted it. On a one-person project, plan for a second approver.
Step by Step
Open the Daily Log and start a new record
Click Daily Log in the sidebar. The register lists every daily log filed on this project, newest first. Click New Log to start one.
The header card asks for two things: the Date (a calendar popover, defaulting to today) and the Shift — day, night or swing. The project name and code fill themselves in.
Fill in what actually happened
Nine collapsible sections follow, all open by default: Weather, Manpower, Equipment, Work Performed, Delays, Visitors, Safety, Photos and Notes.
Nothing is compulsory while you are drafting, so fill in what you have and come back later. On today's log the Weather section fills itself from the site's current conditions; for another date, type them in. Manpower, Equipment, Work Performed, Delays and Visitors are repeating rows — add one per company, machine, area or event.
Save the draft
Save Draft at the bottom is the only button on the new-log screen. It creates the log and takes you straight to its detail page, where the rest of the workflow lives. Photos you queued upload once the log exists.
Saving needs a connection. If it drops while saving, the log is not saved: you see an error, the form keeps what you typed, and you can press Save Draft again once you have signal.
Submit it for review
On the detail page, the bottom bar gains Submit. Before it will go, at least one of Manpower (a company with a headcount), Work Performed (an area and a description), Delays (a description and a duration) or Notes must be filled in — an empty log cannot be submitted.
Confirm in the Submit Daily Log dialog. The log then locks and reads "This log is pending review and cannot be edited."
Get it approved
Whoever holds approval permission opens the Daily Reports tab — it carries a badge with the number of logs waiting. Opening a log from that tab switches on the reviewer's controls: Approve and Return.
Return needs a note explaining what to correct; the log goes back to draft carrying a Returned for edits banner. Approve is final — there is no un-approve.
Read the analytics
Click Reports. The Analytics tab shows six cards, each with a live figure: Progress, Issues, Inspection / QC, Schedule / Overdue, Materials and Project Summary. Open one for the full report — charts, a table, a date-range selector and filters.
Compile a client report
Switch to the Client Reports tab and click New Report. Choose Monthly, Weekly or Custom Range, set the start date, and edit the auto-filled title if you want. Create Report opens the composer with all ten sections already switched on.
Set each section's detail level, drag the sections into the order you want, switch off the ones the client does not need, and write the Comments narrative under each. The Live preview on the right shows the document as it will be read.
Finalise and share
Mark as Final saves the report and makes it ready to send. Open Preview, click Share, and set an expiry — 7, 14, 30 or 90 days. Under Restrictions you can require a password and cap the number of views. Create Link gives you a URL the client opens with no PleoStack account.
Once the client has it, come back and press Mark as Sent so the report appears in the Sent tab as a record of the delivery. Marking it sent stores the figures the client's link shows and locks the report; to change it after that, press Revise for a new draft.
What to Do Next
- Read Daily Log Fields & Statuses for every field and every status
- Read The Six Reports for what each analytics report answers
- Read Compiling a Report for the ten sections and the detail levels
- Read Manpower Reports to report crew numbers by trade and company
- Read Weather & Delays to record both and show them to the client
- Read Progress for a Client to send the client where the project stands
Questions
I'm the only person on the project. How do I get my log approved?
You can't approve a log you submitted yourself, so it needs a second person whose role can approve daily logs. If your project doesn't need a review step, turn off Daily Log Approval Required in the project's settings. Logs you submit after that are final straight away and count in client reports.
Do I need to set anything up before the analytics reports work?
No. They read the project's work items, issues, inspections and materials as they are. A new project shows zeros until there's something to count.
Does the client need a PleoStack account to read the report?
No. They open the share link in any browser. If you set a password, they type it first.