Print, share, or email a daily log
Open the daily log details
- Go to Projects and select the appropriate project in the Quick Select section.
- On the Project Home page, select Daily Logs in the Documentation section.
- On the Daily Logs page, select the appropriate date from the list.
Print or download the daily log
- Select Reports > Daily Log Details.
- Select one of the following options from the Format dropdown:
- Daily Log - Current
- Weekly Log - From this week (based on currently open log)
- Weekly Log - From last week (based on currently open log)
- Weekly Log - From 2 weeks ago (based on currently open log)
- Weekly Log - From 3 weeks ago (based on currently open log)
- Weekly Log - From this month (based on currently open log)
- Weekly Log - From last month (based on currently open log)
- Weekly Log - From 2 months ago (based on currently open log)
- Weekly Log - From 3 months ago (based on currently open log)
The format is used as a filter for the daily log records.
- Select a report Template.
-
Select one of the following Export Options:
- .DOC (Word 2003)
- .DOCX (Word 2007)
- PDF (Adobe Acrobat)
- Select Ok.
Share the daily log report through the TeamLink Portal
- Select Reports > Daily Log Details.
- Select one of the following options from the Format dropdown:
- Daily Log - Current
- Weekly Log - From this week (based on currently open log)
- Weekly Log - From last week (based on currently open log)
- Weekly Log - From 2 weeks ago (based on currently open log)
- Weekly Log - From 3 weeks ago (based on currently open log)
- Weekly Log - From this month (based on currently open log)
- Weekly Log - From last month (based on currently open log)
- Weekly Log - From 2 months ago (based on currently open log)
- Weekly Log - From 3 months ago (based on currently open log)
The format is used as a filter for the daily log records.
- Select a report Template.
-
Select one of the following Export Options:
- Save DOC to Linked Files
- Save PDF to Linked Files
- Select Ok.
The file is listed in the Linked Files section and the Show In Portal option is selected by default.
Send the daily log through email
- Select Reports > Daily Log Details.
- Select one of the following options from the Format dropdown:
- Daily Log - Current
- Weekly Log - From this week (based on currently open log)
- Weekly Log - From last week (based on currently open log)
- Weekly Log - From 2 weeks ago (based on currently open log)
- Weekly Log - From 3 weeks ago (based on currently open log)
- Weekly Log - From this month (based on currently open log)
- Weekly Log - From last month (based on currently open log)
- Weekly Log - From 2 months ago (based on currently open log)
- Weekly Log - From 3 months ago (based on currently open log)
The format is used as a filter for the daily log records.
- Select a report Template.
-
Select one of the following Export Options:
- Email DOC (Word 2003)
- Email PDF (Adobe Acrobat)
- Select an email Template from the dropdown.
- Select Ok.
- Select the recipients in the Recipients List section and optionally import recipients to the CC List section.
- In the Linked File Attachments section, select the Grant Access next to each file that you want to share through the TeamLink Portal.Files in the Linked File Attachments section are not added as attachments to the email.
- Optionally, select Choose File in the Email Upload Attachments section to include any additional files as attachments to the email.Files uploaded in the Email Upload Attachments section are not added to the Linked File Attachments section or shared through the TeamLink Portal.
- Optionally, update the Subject and Body as needed.
- Select Send Email.
The report is added as an attachment to the email.