Open and complete a daily report

Add shift entries to a draft daily report, then close it when the shift is done. You need a staff account with access to Daily Report.

conciergemanagerOpen in app
  1. Open Daily Report from the sidebar under Security.
  2. Click the Drafts tab.
  3. Click the report row you want to finish.Drafts list with a selected report opening the detail panel — Daily Report drafts list and open detail sheet
  4. Click Timeline.
  5. Under Add entry, enter what happened in What happened?.
  6. Optionally choose a Category.
  7. Click Add.
  8. Repeat for each event you need to log during the shift.
  9. Click Close report.
  10. In the confirmation dialog, click Close report again.

Result: You see a Report closed confirmation, the report becomes read-only, and it moves to the Closed tab.

Related articles

  • Create a daily security reportStart a new shift daily report so you can log entries during your shift. You need a staff account with access to Daily Report.

Was this article helpful?

Browse all topics