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.
- Open Daily Report from the sidebar under Security.
- Click the Drafts tab.
- 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
- Click Timeline.
- Under Add entry, enter what happened in What happened?.
- Optionally choose a Category.
- Click Add.
- Repeat for each event you need to log during the shift.
- Click Close report.
- 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 report — Start 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?
