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Generating a Project Report

Jordyn Field avatar
Written by Jordyn Field
Updated this week

Dashboard > Select a Project


Permissions

Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.

In order to generate Project Reports, users will need Manage permissions for Projects


To generate a project report manually for a particular day, simply click into the project's day view. From here, you'll find an option to view days in the past or future and generate a report manually for that day:

Once you have chosen a set date, SiteMax will look at all site and safety reports created on that day, giving you the option to include or exclude them from your report. Further to this, you can include other project items, such as:

  • Weather - conditions on that particular day

  • Timecards - any time entries entered for that project on that day

  • Punch list items

  • Photos

  • Purchase Orders

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