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Creating Daily Reports

How to create and send Daily Reports from a project in Terial to document on-site progress and notify team members.

Written by Loren Heinbach
Updated over a week ago

πŸ“½οΈ Video Tutorial
Prefer to watch a video? Watch this short video to master creating Daily Reports

Creating a Daily Report

Daily Reports help you document on-site progress, upload photos, and keep your project team informed. Project Members can create reports directly from their mobile device.

Step 1: Select the Project tab and click on the Project you'd like to create a Daily Report for. Select "Daily Report" on the top left of the page.

Step 2: Add your report notes and upload photos from the day's work, then click Save

Step 3: Notify team members listed as Project Manager or Project Members. Delete or manually add email addresses to notify additional users

See example of Daily Report Email

πŸ’‘ Pro Tip: For a Weekly or Monthly report, add photos directly from the Project Photos tab and edit the Report Title

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